Logo
CalCom Energy

AR & Collections Specialist

CalCom Energy, Visalia, California, us, 93290

Save Job

Get AI-powered advice on this job and more exclusive features.

General

Team and individual contributor for day-to-day, monthly, quarterly, and year-end operations of Accounts Receivable (“A/R”)

Provides support and back-up to Accounts Payable tasks. As needed

Aids in cash management reporting

Assists in monthly close activities as directed by the CFO

Performs general accounts analysis and reconciliations for A/R

Assists in the preparation of financial reports

Prepares reports and documentation in support of internal and external audits

Support of internal and external customer inquiries

Coordinate project-specific systems connected with A/R work

Compile statistical and financial accounting reports and tables

Perform filing and general administrative tasks within the department

Assist in the formulation, analysis, and execution of new CalCom Energy accounting procedures and processes

Create, organize, and maintain all customer files.

Perform other tasks and projects as assigned by CFO

Accounts Receivable

Process customer invoices and milestone payments

Process and post all received payments from customers per CalCom processes

Reconcile customer accounts to ensure correct payment application

Provide preliminary customer lien waivers (PLNs)

Coordinate obtaining and documenting Certificates of Insurance (COIs)

Monitor customer accounts for overdue payments

Contact customers (by phone and email) to follow up on past-due payments

Maintain accurate and up-to-date customer and accounts receivable records

Prepare and submit regular reports, such as AR aging reports, to management

Document all collection activities and client communications thoroughly

Respond to customer inquiries regarding billing, payments and account issues

Investigate and resolve discrepancies, billing errors and payment disputes, working with other CalCom team members to resolve client issues

Foster positive relationships with customers, even while management collections

Communicate with internal teams regarding past due accounts and account holds

Required

5-7 years work experience in an A/R Specialist capacity, Bachelor’s degree preferred

ERP Accounting system experience required

Strong MS Office skills – MUST be intermediate in MS Excel

Excellent written/oral communication skills

Strong analytical and problem-solving skills

Ability to work independently, as well as with a team, to prioritize tasks

Strong organizational skills

Ability to work under pressure and meet deadlines accurately and consistently in a fast‑paced and dynamic work environment

Ability to maintain the highest level of integrity and confidentiality

Preferred

Construction or solar industry experience

Stable work history

Acumatica experience

Seniority level:

Mid‑Senior level

Employment type:

Full‑time

Job function:

Accounting/Auditing and Finance

Industries:

Solar Electric Power Generation

Referrals increase your chances of interviewing at CalCom Energy by 2x

#J-18808-Ljbffr