ROLE SUMMARY

The Accounts Receivable Accountant will be primarily responsible for processing sales orders, managing customer payments, reviewing accounts receivable reports and customer information, as well as providing support to the company’s sales representatives.

SCHEDULE: 9 AM – 6 PM Pacific Standard Time, Follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Process sales orders

·       Verify costs from inventory and supplier purchase orders

·       Review customer purchase orders, plant order forms, and bills of ladings for accuracy

·       Review sales order completely for accuracy prior to issuing customer invoice

·       Log sales order invoices and costs for profit and sales commission calculations

·       Balance sales log to P&L to ensure all sales are processed correctly

·       Balance sales log to sales rep sales log to ensure all sales are received and entered correctly

·       Manage customer payments

·       Pick up mail from the UPS box

·       Run credit cards for customer payments

·       Apply customer payments received via check, ACH, wire, or credit card.

·       Review sales quotes prior to receiving payments to ensure the accuracy of quotes and tax applications

·       Maintain the customer database

·       Update customer records as needed, including creating parent/child accounts for new shipping locations

·       Review the taxability of sales

·       Review and follow up with customers for tax exemptions that have expired.

·       Update the customer master file for sales rep files

·       Handle A/R aging and collections

·       Prepare weekly A/R aging reports for sales reps

·       Send weekly past-due notices to customers.

·       Follow up with sales reps and management on seriously delinquent accounts as indicated in collections procedures

·       Process customer credit applications

·       Receive, review, and process customer credit applications received from sales representatives

·       Submit for credit approval when completed, following the timeline provided by the sales reps for when credit application/sale is needed

·       Complete the credit application approval process to update the customer’s record

·       Perform other duties as assigned by management

QUALIFICATIONS

·       Bachelor’s Degree in Accounting is preferred

·       Microsoft Office, Intermediate to Advanced Excel skills are required

·       Experience with Quickbooks required

·       Strong attention to detail is required

·       Excellent analytical and problem-solving skills

·       Ability to work independently and have great time management skills

·       Experience in a multi-client environment