Account Receivable Specialist

at  Climate Pros

Job Summary:
The Accounts Receivable Specialist will take full ownership of the A/R & Collection position to minimize the number of days invoices are past due. They will be responsible for interacting with clients/account managers/billing team to resolve any billing related questions, for semi-monthly aging distribution to Regional Vice-President/Branch managers and attendance of monthly aging review call, provide monthly customer statements.

DESIRED SKILLS, CERTIFICATIONS, AND EDUCATION:

• Must have a minimum of 1 year of accounts receivable and collection experience
• Must have strong written and oral communication skills
• Must have strong organizational skills
• Must display a positive proactive attitude and be a team player
• Must have knowledge of general accounting principles
• Ability to maintain confidential information
• Strong attention to detail and accuracy
• Ability to read, analyze and interpret general business documents.
• Proficient personal computer skills including electronic mail, Microsoft Excel, routine database activity, word processing, spreadsheet, etc.
• Be an honest team player, growth-oriented, ability to do whatever it takes; safely!

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:

Normal office environment. Occasional light lifting of office equipment, materials and boxes; frequent walking and standing; requires dexterity in the use of fingers for the operation of computers and other office equipment.
Requirements:
Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws

• Make daily collection calls/emails
• Respond to client questions relating to their invoices, escalate, as necessary.
• Maintain an accurate AR aging report
• Interact with customers to resolve outstanding issues
• Identify and escalate proper invoice adjustments for processing
• Create monthly statements and distribution to customers
• Contact customers to secure forms of payment for automatic payment processing
• Conduct account research and analysis
• Ad hoc accounting and office duties as requested
• Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. In addition, duties, responsibilities, and activities may change at any time, with or without notice.