Accounting Coordinator, Accounts Receivable at CRI

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

0.0

Posted On

04 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Accounts Receivable, Collections, Billing, Customer Relationship Management, Microsoft Office Suite, Excel, Analytical Skills, Interpersonal Skills, Problem Solving, Communication Skills, Time Management, Detail-Oriented, Organizational Skills, Financial Reporting, Process Improvement

Industry

Furniture and Home Furnishings Manufacturing

Description

Description About CRI: Over the past 30+ years, CRI has partnered with countless companies to create workplaces that become ecosystems for imagination, inspiration, and ideas. In the landscape of ever-changing office design, we strive to create resilient workplaces that become launch pads for teams to feel excited, motivated and encouraged to do their best work. Our expertise is built upon a solid foundation of workplace strategy and furniture design, project management, and client advocacy. We are passionate about our values and strive to be an example of excellence in all that we do. Your Role: The Accounting Coordinator, Accounts Receivable plays a pivotal role in safeguarding the company’s financial health by driving timely payment collections, optimizing cash flow, and minimizing financial risk. This position is responsible for Accounts Receivable management, including collections, billing, and administrative functions that ensure operational efficiency within the department. By proactively managing customer relationships and resolving billing issues, the Accounting Coordinator contributes directly to revenue retention and business growth. Working closely with internal teams, this role ensures a seamless financial process that enhances client satisfaction and company profitability. Based out of the San Francisco office, the Accounting Coordinator is eligible to participate in our Flexible Workplace and is expected to work from the office 4 days a week during the Introductory Performance Period, and 3 days a week after successfully completing the Introductory Performance Period. Summary of Responsibilities: Ensure financial stability by processing, posting, and applying daily incoming payments via credit card transactions, check deposits, and wire transfers to the correct customer accounts promptly and accurately. Maximize cash flow through proactive A/R collections, minimizing outstanding balances and reducing bad debt exposure. Manage client payment terms using Microsoft Lists to maintain accurate records and ensure compliance with agreed-upon terms. Drive accuracy in customer accounts by researching and resolving unapplied cash, short payments, and payment discrepancies. Provide customized reporting to clients regarding payment history, open balances, and reconciliations as needed. Enhance customer relationships by maintaining a professional and courteous approach while ensuring prompt payment and issue resolution. Collaborate cross-functionally with sales, project managers, and other departments to resolve billing disputes efficiently. Maintain meticulous records of all communications and collections activities to drive accountability and continuous improvement. Identify process enhancements for cash application and collection efficiency to optimize receivables performance. Prepare bi-monthly aging receivables reports to provide strategic insights into the outstanding balances and collection performance. Generate and distribute monthly customer statements to ensure timely communication of account status and support proactive collection efforts. Serve as the primary liaison for customers on collection matters, offering solutions, addressing inquiries, and resolving disputes. Support compliance and audits by assisting in financial and tax-related audits as they pertain to Accounts Receivable. Strengthen month-end processes by ensuring accurate reporting and reconciliation of accounts. Ensure timely billing execution by assisting with daily invoicing and serving as a backup for the billing process. Improve project success by actively participating in project kick-off meetings and aligning financial processes with project requirements. Contribute to team success by providing backup support to the accounting team and handling ad-hoc assignments as needed. Manage vendor relations by serving as the primary point of contact for the company's collection agency. Requirements Experience & Skills: Bachelor’s degree in Accounting or Finance preferred. 2+ years of accounting experience in a sales-driven environment required. 2–3 years of experience in collections, including direct customer interaction and payment resolution is preferred. Deep understanding of standard accounting principles, practices, and procedures. Proficiency in Microsoft Office Suite, particularly Excel and Word. Experience with business operating and accounting software systems. Highly detail-oriented and organized, with the ability to manage multiple priorities effectively. Strong analytical skills to assess financial data and make informed decisions. Exceptional interpersonal skills to foster positive working relationships and collaborate across departments. Proactive problem-solver with the ability to identify areas for improvement and implement strategic solutions. Excellent verbal and written communication skills to engage with internal teams and external customers professionally. Strong time management abilities, ensuring deadlines are met while maintaining a high level of accuracy. Knowledge or experience with CORE V will be a plus. CRI Values: Be a Good Human – Be kind, be respectful, be positive. Have fun and always do the right thing. Be the Best Teammate – Roll up your sleeves, share the wins and problem solve collaboratively. Be Inquisitive – Find the why, value learning. Each day is an opportunity to be better. Be a Design Thinker – From strategy to operations, question, ideate and solve with empathy. Lead by Example – Go above & beyond. Expect the best of yourself and each other every day. Be Yourself – Live our values with your personality.? We want you to be you!

Responsibilities

The Accounting Coordinator is responsible for managing Accounts Receivable, including collections, billing, and administrative functions to ensure operational efficiency. This role involves proactive management of customer relationships and resolving billing issues to contribute to revenue retention and business growth.