POSITION OVERVIEW:

The Accounts Receivable (AR) Specialist is responsible for managing and maintaining the company’s accounts receivable processes. This role ensures timely and accurate billing, monitors customer accounts for overdue payments, and resolves payment discrepancies.
This role requires close collaboration with our shipping, wholesale, and customers to manage client accounts, address payment issues, and maintain a seamless customer experience for our clients.
The ideal candidate has strong attention to detail, excellent organizational skills, and exceptional communication skills that align with the ability to work independently or as part of a team.

EDUCATION & EXPERIENCE

• High school diploma or equivalent (associate degree or higher in accounting/finance preferred).
• 1–3 years of accounts receivable or general accounting experience.
• Skills:
• Strong proficiency in accounting software
• Advanced knowledge of Microsoft Excel (pivot tables, VLOOKUP, etc.).
• Excellent communication and customer service skills.
• Strong problem-solving abilities and attention to detail.
• Ability to handle sensitive information confidentially.
• Ability to multitask in a fast-paced, detail-oriented environment.

· Billing & Invoicing
o Accurately prepare and issue invoices for bridal orders, accessories, third party, and shipping to customers in a timely manner using Red Horse.
o Record payments and reconcile discrepancies between invoices and payments
o Monitor accounts for deposits, installment payments, and final balances related to custom orders or wedding deadlines.
· Payment Management
o Track and record payments through various channels (e.g., Credit Card, Paypal, wire, checks).
o Follow up with customers regarding overdue balances while maintaining a positive and professional tone.
o Work closely with the shipping and sales team to address customer questions about invoices or payment plans and release orders.
· Customer Account Management:
o Respond to customer inquiries regarding billing issues and resolve disputes
o Collaborate with the sales team to address client account concerns.
o Communicate proactively with customers about upcoming payment deadlines, ensuring all balances are cleared before product delivery or services are rendered.

o Investigate and resolve billing discrepancies, including adjustments for product returns or cancellations.

• Reporting and Analysis:
• Generate and review AR aging reports to track outstanding debts.
• Prepare periodic financial reports related to accounts receivable and discuss with manager and Owner.
• Compliance and Documentation:
• Ensure compliance with company regulations and policies regarding refunds, cancellations, and payment plans.
• Maintain detailed records of all AR activities for audit purposes.

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