Staff Accountant at Cates Control Systems, Inc.

Wylie, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

70000.0

Posted On

20 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Credit Holds, Invoicing, Payment Posting, Vendor Setup, Collections Calls, ERP Software, Process Improvement, Communication, Problem Solving, Analytical Skills, Multi-tasking, Attention To Detail, Self-Discipline, Urgency, Phone Etiquette, Customer Service

Industry

Automation Machinery Manufacturing

Description

Description Job Purpose: This position will assist both Senior and Staff Accountant with AR and AP duties and assist the Accounting Supervisor with collections. Accounts Receivable: · Responsible for credit holds, AR requests from Project Managers, Shipping and Customer Service relating to customer accounts · Responsible for ensuring all invoices and supporting documents are saved in job files · Responsible for new customer set up: collecting paperwork from customers, credit checks (references and pulling Dun & Bradstreet reports), completing vendor supplier forms and setting up new customer accounts · Responsible for posting Customer payments and bank transfers · Assist with processing invoices Accounts Payable · Assist with invoicing · Assist with issuing checks · Responsible for setting up new vendors accounts in ERP system Collections · Make outbound collection calls and/or email correspondence in a professional manner while keeping and improving customer relations · Document correspondence in ERP system and save necessary documents in customer master file · Identify issues attributing to account delinquency and maintain documentation to discuss with Supervisor · Email monthly statements to customers to encourage payment of delinquent accounts General Participate in process improvement initiatives and procedural updates. Adheres to all company policies, procedures, principles, and business ethics codes. Measurements: · Prompt response/action and accuracy. · Reduced delinquent accounts. · Customer accounts updated Education and Experience: Five (5) years of prior accounting experience in accounts receivable and accounts payable Two (2) years of experience in collections Soft Skills: Strong communication, problem solving, and analytical skills required Ability to work independently and to adapt to a fast-changing environment Multi-tasking abilities Professional phone etiquette Customer service skills Must have attention to detail with an eye for accuracy Self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency Hard Skills: Proficient with Microsoft Office products (primarily Outlook, Excel and Word) Experience with ERP software, preferably Epicor Experience with Avalara preferred More About Us Cates Control Systems was founded over 40 years ago and is an award-winning systems integration company that partners with manufacturing firms to develop and implement automation solutions to increase production, improve quality and reduce costs. Our customers are extremely diverse and spread all over North America (and a few internationally). Our customers make roofing shingles, fry potato chips, roast coffee, process poultry and beef, distill water, bottle apple juice, and ship all over the world. Cates is committed to delivering quality solutions that we stand behind through service and support. Our vision is to positively impact the lives of others. We are a fun, friendly company with a strong family atmosphere and 12 core principles that guide us at every step in our success. Our culture is firmly rooted in the values of honesty, integrity, commitment, and reliability. To learn more about Cates, please visit us at www.cates.com. Job Type: Full-time, in-office. Location: Wylie, TX Schedule: Monday to Friday, 8:00 am – 5:00 pm Pay range: $64,000-70,000 Benefits: 401(k) Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Vision insurance

Responsibilities

This role primarily supports Senior and Staff Accountants with Accounts Receivable (AR) and Accounts Payable (AP) duties, including managing credit holds, processing invoices, and setting up customer/vendor accounts. Additionally, the position is responsible for making outbound collection calls, documenting correspondence, and identifying causes of account delinquency.