Pfannenberg
Accounts Receivable Professional
Responsibilities
Generate, send, and track customer invoices, ensuring accuracy and timeliness Process and apply incoming payments, including checks, credit card and electronic transfers, to customer accounts Update customer master list, maintain accounts receivable records, and ledgers Perform daily cash management duties, such as posting cash receipts and preparing bank deposits Follow up with customers on overdue accounts via phone and email to facilitate timely payments Investigate and resolve payment discrepancies and billing inquiries from customers Assist with month-end and year-end closing procedures, including preparing AR reports Reconcile the accounts receivable ledger to the general ledger to ensure all transactions are accounted for Collaborate with the sales and customer service teams to resolve issues and improve processes Close coordination with customers for documents collection for sales tax, provide documents and data to file sales tax return to consultant and ensure timely return filing with sales tax Help prepare various financial reports and support audit requests as needed Qualifications
Associate or bachelor's degree in accounting, Finance, or Business Administration is preferred, but equivalent experience is also acceptable 1-2 years of experience in an accounts receivable or general accounting role is a plus Understanding basic accounting principles and bookkeeping practices Familiarity with accounting software, Avalara and ERP System would be advantageous Required skills
Strong attention to detail:
Meticulous approach to recording and reconciling financial data Customer service orientation:
Professional and tactful approach to collecting payments and handling inquiries Adaptability:
Eagerness to learn new systems, processes, and responsibilities
Responsibilities
Generate, send, and track customer invoices, ensuring accuracy and timeliness Process and apply incoming payments, including checks, credit card and electronic transfers, to customer accounts Update customer master list, maintain accounts receivable records, and ledgers Perform daily cash management duties, such as posting cash receipts and preparing bank deposits Follow up with customers on overdue accounts via phone and email to facilitate timely payments Investigate and resolve payment discrepancies and billing inquiries from customers Assist with month-end and year-end closing procedures, including preparing AR reports Reconcile the accounts receivable ledger to the general ledger to ensure all transactions are accounted for Collaborate with the sales and customer service teams to resolve issues and improve processes Close coordination with customers for documents collection for sales tax, provide documents and data to file sales tax return to consultant and ensure timely return filing with sales tax Help prepare various financial reports and support audit requests as needed Qualifications
Associate or bachelor's degree in accounting, Finance, or Business Administration is preferred, but equivalent experience is also acceptable 1-2 years of experience in an accounts receivable or general accounting role is a plus Understanding basic accounting principles and bookkeeping practices Familiarity with accounting software, Avalara and ERP System would be advantageous Required skills
Strong attention to detail:
Meticulous approach to recording and reconciling financial data Customer service orientation:
Professional and tactful approach to collecting payments and handling inquiries Adaptability:
Eagerness to learn new systems, processes, and responsibilities