Accounts Receivable Associate - Finance

The Accounts Receivable Associate is responsible for the management of billings generated to global customers, the creation and distribution of invoices to all customers and for assisting with the collections process, as necessary. 

KEY ACCOUNTABILITIES

• Initiate the timely and accurate generation of invoices by verifying the achievement of project milestones with Project Managers and in accordance to the project’s contractual terms.
• Create the service milestone and out-of-pocket/pass-through expense invoices within the ERP system with supporting backup documentation in accordance with contractual terms.
• Submit invoices and related support files according to customer instructions and requirements (mail, upload to web portals, email and email distributions).
• Proactively manage and maintain a database of all projects’ status and related communications with Project Managers to timely generate invoices from the billing backlog.
• Review new & existing contracts for terms and billing information to ensure accurate billings and assess impact of changes on a customer portfolio.
• Follow up with Project Managers and Business Development personnel to obtain purchase orders and reference numbers on new contracts.
• Respond timely to daily questions from Project Teams regarding invoicing requiring research through to completion and resolution, while informing and coordinating Contracts and Finance team members.
• Based on customer requirements, prepare well-documented and complete invoice supporting backup by researching, organizing, redacting, copying, and scanning information.
• Recommend credit memos and rectify billing discrepancies while working with Account Receivable Supervisor.
• Maintain the global billing customer master database with updates of customer contact and invoicing information.
• Maintain organized paperless billing folders with all appropriate backup documents and communications for all customer projects. Save generated invoices from the billing system to the internal electronic filing system.
• Prepare communications maintaining confidentiality of internal and customer documentation when responding to inquiries.
• Assist with collection efforts by contacting past due customers for payments, as assigned.
• Perform other duties as assigned or assist in special assignments as directed by the Accounts Receivable Supervisor.
  
  

KNOWLEDGE, SKILLS & ATTRIBUTES

• BA/BS degree in Business, Accounting or related discipline is strongly preferred, but not required.
• 2-4 years progressive accounts receivable experience. Industry experience is preferred.
• Demonstrated thorough understanding of billing concepts and experience in a billing accounting software, extracting and formatting data exports and managing organized paperless records; NetSuite ERP knowledge is preferred, but not required.
• Solid skills with programs: Microsoft Office’s Excel and Outlook and Adobe Acrobat.
• Proficiency in data entry and typing
• Demonstrated ability to pay close attention to details with excellent accuracy and completeness
• Must be well organized and detail-oriented.
• Excellent general math skills and ability to apply these concepts to practical situations
• Problem solving skills are necessary in order to identify and resolve discrepancies
• Apply time management skills to complete various duties and a daily workload
• Oral and written communication skills are required in order to effectively interact with vendors externally and internally with supervisors and colleagues.
• Ability to work efficiently in a team environment