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Accounts Receivable Associate
Description:
RESPONSIBILITIES AND DUTIES: Audit and adjust client invoices prior to sending - Ensure all custom cases are accounted for and appropriate backup is provided - Ensures accurate adjustment calculations Enters accurately client invoices and payment receipts into QuickBooks (QB) Ensures product items are correctly coded and the amount matches the payment received Audits client SF and QB account to ensure all client invoice amounts are accurate and match Sends client payment receipt email once payment is collected Follows procedure for proper data entry and follows SOPs Completes client invoice entries in QB by deadline Updates client invoice adjustment tracker Audits/verifies all client accounts under their charge has an invoice for each billing period Ensure all client payments have been received Communicate with Accounts Payable Associate to ensure VA invoices reflects the client’s invoice adjustments Assist in drafting and sending monthly client service rate increase notifications as directed by AR supervisor Updates client’s SF Opportunity account once rate increase is in effect Create a task schedule Submit EOD report to AR Supervisor Draft and send client service agreements (CSA), amendments and addendums once approved by AR Supervisor within the hour of Placements team submitting client form Verifies client form data submitted and follows up with Placement support if information is missing or needs to be verified Verifies correct client service rate based on client’s industry and VA tier Provides Placements department a morning and EOD client agreement DocuSign status update (opened/viewed, not viewed or not signed or signed and awaiting AR Supervisor’s countersignature) Ensure receipt of completed agreements, amendments, addendums prior to client’s onboarding and/or start date Communicates with Placement department if CSA, addendums and/or amendments is not completed prior to start date Updates client’s SF opportunity account once CSA has been completed with accurate service rate and start date Tracks clients who are on monthly billing, pay with credit card and/or are part time Follows up with client daily on payment declines, outstanding balances and notifies AR Supervisor of outstanding payments Assist in responding to client invoice inquiries Ensures productivity and quality/accuracy of work Attends all mandatory meetings on time Follows AR SOPs On time and well rested for shifts Performs ad hoc-related tasks as assigned QUALIFICATION AND SKILLS: Key Experiences: Account Receivable; with US clients a plus Experience and knowledge in Salesforce, QuickBooks & GSuite College graduate in accounting and/or 2 years minimum experience in accounting or finance Must be highly detail-oriented and organized Must be able to understand organizational priorities and meet deadlines Excellent communication and interpersonal skills with a customer focus Ability to act and operate independently with minimal daily direction from manager to accomplish objectives Values teamwork and works well with team members Takes initiative and have a high sense of accountability Ability to work effectively during times of organizational stress, ambiguity and change Ability to work cooperatively and collaboratively with all levels of contractors, management and external agencies to maximize performance, creativity, problem solving and results Amendable to task updates/changes TOP 5 NON-NEGOTIABLE: Attention to details Integrity Great verbal and written communication skills Ensures quality of work within department Understands Accounts Receivable concepts Powered by JazzHR
Company:
MY Mountain Mover
Posted:
April 4 on The Resumator
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