CFS · 3 hours ago
AR/Collections Specialist
Portland, OR
Full-time
Hybrid
Entry Level
$54K/yr - $64K/yr
2+ years expCFS is seeking an AR and Collections Specialist to join their team. This role focuses on proactive collection of past-due accounts and reconciliation of complex customer portfolios, serving as a key contact for high-impact customers.
Human ResourcesStaffing Agency
Hiring Manager
Laura Hawkins
Responsibilities
Take full ownership of a portfolio of high-complexity and high-impact customers, independently initiating verbal and written collection efforts for past-due balances
Maintain up-to-date and meticulous collection records, documenting all customer contact and payment commitments within the ERP system
Review held sales orders to assess exposure risk and communicate necessary actions to leadership and the sales team to ensure timely resolution
Provide high-level customer service to resolve billing disputes or inquiries, ensuring a professional relationship is maintained
Perform detailed account reconciliations to resolve outstanding issues with customer accounts and unapplied invoices
Review customer statements regularly to identify discrepancies and ensure account accuracy
Complete monthly accounts receivable close processes, reconciling payments with corresponding invoices to reflect accurate ledger balances
Provide backup support when needed by gathering information and assisting in decisions regarding credit limits and terms according to company policy
Assist with the accurate posting of customer payments and credit card settlements during high-volume periods or as a backup for the primary poster
Handle deposit banking activities, including remote deposits and the processing of ACH or wire transfer reports when needed
Upload invoices to customer portals and assist branches with invoicing or payment-related troubleshooting
Qualification
Required
Take full ownership of a portfolio of high-complexity and high-impact customers, independently initiating verbal and written collection efforts for past-due balances
Maintain up-to-date and meticulous collection records, documenting all customer contact and payment commitments within the ERP system
Review held sales orders to assess exposure risk and communicate necessary actions to leadership and the sales team to ensure timely resolution
Provide high-level customer service to resolve billing disputes or inquiries, ensuring a professional relationship is maintained
Perform detailed account reconciliations to resolve outstanding issues with customer accounts and unapplied invoices
Review customer statements regularly to identify discrepancies and ensure account accuracy
Complete monthly accounts receivable close processes, reconciling payments with corresponding invoices to reflect accurate ledger balances
Provide backup support when needed by gathering information and assisting in decisions regarding credit limits and terms according to company policy
Assist with the accurate posting of customer payments and credit card settlements during high-volume periods or as a backup for the primary poster
Handle deposit banking activities, including remote deposits and the processing of ACH or wire transfer reports when needed
Upload invoices to customer portals and assist branches with invoicing or payment-related troubleshooting
Preferred
At least 2 years of experience in an accounting or accounts receivable setting, specifically with a focus on collections
An associate's degree in business or accounting is preferred, but not required
Strong computer knowledge, specifically with MS Outlook and Excel. Experience navigating an ERP system for documentation and reporting is essential
Excellent verbal and written communication skills with the ability to handle confidential information and sensitive financial discussions with professionalism
Demonstrated ability to research, troubleshoot, and resolve complex account issues independently
High level of accuracy and organizational skills, with a proven ability to manage a high-volume workload in a fast-paced environment
A collaborative mindset with a willingness to offer suggestions for process improvements and support miscellaneous accounting projects as needed
Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Casey
CEO, Founder
Company data provided by crunchbase