Traditional Medicinals · 3 months ago
Accounts Receivable Lead
Rohnert Park, CA
Full-time
Hybrid
Mid, Senior Level
$30/hr - $39/hr
4+ years expTraditional Medicinals is a company focused on creating high-quality herbal teas. They are seeking an Accounts Receivable Lead responsible for processing invoices, deposits, payment applications, and collections, while also supporting the accounts receivable staff and collaborating with other departments to resolve issues and improve processes.
Alternative MedicineManufacturingSustainability
No H1B
Responsibilities
Responsible for processing of invoices, deposits, payment application, deduction clearing, and collections based on customer assignment
Support the day-to-day activities of accounts receivable staff, including any training, task assignment, and first point of contact for questions/issues
Achieve cross functionality and training on the order to cash process: invoicing, deposits, payment application, deduction clearing, claims, and collections
Collaborate with customer service and sales departments on resolving any potential shipment, claims, or deduction issues
Maintain a thorough understanding of the financial reporting and general ledger structure
Gain a thorough understanding of TM business processes, apply previous experience to make recommendations to Operational Accounting Manager for improvements and coordinate implementation of process changes both within the accounting department and through cross-functional teams
Coordinate with other departments to complete monthly and year-end close procedures to ensure that schedules and adjustments are completed correctly and on time
Assist the Operational Accounting Manager with the handling of non-routine transactions and various reporting
Prepare monthly account reconciliations including analyzing activity to ensure transactions are recorded accurately, determine and resolve issues identified
Verify AR deposits to bank and ensure it ties to the bank statement
Ensure procedural documentation is maintained and followed
Monitor and recommend improvements to internal controls as they relate to accounts receivable
Monitor and analyze accounts receivable tasks to recommend more efficient procedures and use of resources while maintaining a high level of accuracy
Assist the Operational Accounting Manager with the completion of documentation required for financial audits, corporate reporting requirements, and internal controls
Other projects as assigned
Qualification
Required
Bachelor's degree in accounting or finance or equivalent education/experience
CPA or public accounting experience highly regarded
Minimum four years' accounting experience in a comparable environment
Experience with accounts receivable in a CGP/manufacturing environment highly regarded
Strong accounting skills
Knowledge of GAAP highly regarded
Strong analytical and problem-solving skills
Demonstrated ability to effectively lead a team
Proficient in using and interpreting data from ERP systems
Ability to manipulate large amounts of raw data (including pdf) to Excel data conversions
Excellent organization skills, attention to detail
Ability to effectively manage competing priorities and meet deadlines
Excellent verbal and written communication skills
Self-starter requiring limited task supervision
Strong team player
Excellent interpersonal skills
Quick learner and quick thinker, good at brainstorming & collaboration
Commitment to and ability to demonstrate TM's Company values
Demonstrated ability to maintain confidentiality of sensitive information
Proficient with accounting and ERP systems such as Dynamics AX / D365
Advanced level skills with MS Office Excel
Company
Traditional Medicinals
Traditional Medicinals is committed to using high quality pharmacopoeial grade herbs and embracing ingredient purity, sustainability.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$84.2MKey Investors
Grounded CapitalThe Builders Fund
2022-10-10Private Equity· $50M
2017-04-25Series Unknown· $30M
2014-08-29Series Unknown· $4.2M
Leadership Team
Gary Gatton
Traditional Medicinals-Chief Executive Officer
Scott Bowman
Chief Financial Officer
Recent News
Precedence Research
2025-09-24
Company data provided by crunchbase