Job Description

Qualifications:

• Strong knowledge of accounting principles and collections practices.
• Proficiency in Microsoft Excel and accounting software (Sage, SalesForce, Service Channel, preferred).
• Excellent communication, negotiation and customer service skills.
• Strong attention to detail and organizational abilities.
• Ability to work independently and handle multiple priorities and tight deadlines.
• Punctual and reliable.
• Solid numeracy skills.
• Skilled at multitasking and data management.
• Excellent problem-solver.
• Trustworthy and maintains confidentiality.

Physical Requirements:

• Prolonged sitting.
• Frequent telephone, must be able to speak and hear well enough to communicate with others.
• Must be able to see well enough to read the computer screen.
• Grasping/Feeling: must be able to write, type, manipulate a mouse and use telephone system.
• Ability to think and process information quickly, clearly and accurately.

Key Responsibilities, Tasks and Activities:

• Responsible for helping support all accounting and financial functions and associated systems.
• Monitor accounts receivable aging reports and identify overdue accounts.
• Proactively contact customers via phone and email to collect outstanding balances.
• Resolve billing discrepancies and disputes in a timely and professional manner.
• Document all collection activities, payment promises and customer communications in the system.
• Coordinate with sales and service to address and resolve customer concerns.
• Process payments, apply cash receipts and issue statements or invoices as needed.
• Recommend accounts for escalation, collections agency placement, or write-offs.
• Verify receipt of Purchase Orders prior to invoicing for equipment and installation, including verification of correct serial numbers, price and quantity.
• Handle Sage invoicing, including the scanning of all invoices into DocRecord, with notations in Salesforce.
• Create various billings, including: dummy billing, contractor billing, online billing; ensure that all billings are scanned into DocRecord and noted in Salesforce.
• Process and apply credit memos as applicable and manage portal billing submissions as required.
• Receive and process Preliminary Notices, including: put job numbers on, enter owner information into Salesforce, and scan into DocRecord.
• Maintain accounting folders and additional filing, including: new folders, hardcopies of billing, releases, preliminary notice.
• Respond to phone calls, emails and faxes for billing, revised billing, releases.
• Other duties as assigned.

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