Accounts Receivable Specialist

About isolved HCM:

isolved HCM is an industry-leading human capital management technology company that brings together the key workforce functions in one robust, easy-to-use platform, isolved. Payroll, HR, Time & Attendance, Onboarding, ACA Compliance, and Benefits Enrollment are all delivered from one solution, in the cloud, specifically built for the small to mid-sized employer. It has achieved rapid market share, with more than 2 million employees and growing. isolved also includes innovative features and options to boost employee engagement and improve productivity, including its mobile app, isolved Go and its NXG line of time clocks. isolved is delivered through elite, regional payroll providers who provide customers with the white glove service they need in today's regulatory environment. This unique approach gives small-to-midsize employers access to a cutting-edge HCM solution, while retaining the local service relationship they prefer. For more information, visit www.isolvedhcm.com. The Charlotte, NC headquarters is seeking an Accounts Receivable Specialist for their growing team.

Brief statement of the purpose of this position:

Responsible for matching payments to invoices and posting manually as needed. Responsible for accepting payments via credit card and ACH. Responsible for running A/R aging reports to manage A/R by sending past due notices and terming customers for nonpayment. Responsible for understanding customer relationships and identifying related or high priority customers prior to terminating them for nonpayment. Responsible for managing accounts receivable responsibilities under all termination and reactivation cases.

Primary responsibilities of this position are:

• Match payments to invoices and apply manually as needed
• Pull reports from bank website to apply check payments accordingly
• Accept customer payments via credit card, ACH and checks
• Run A/R aging reports to identify which customers need to be sent past due notices and which need to be termed for nonpayment
• Send past due notices to customers per accounts receivable schedule
• Update client contact information in NetSuite as needed when notifications from the customer are received
• Researching and resolving unapplied cash receipts
• Answer customer calls via phone que
• Manage AR related emails, both internally and externally
• Manipulate A/R aging reports with Pivot Tables in Excel to identify total outstanding balances for customers responsible for payment on multiple sub-customers. Validate these relationships utilizing NetSuite and the billing team prior to communicating with these customers
• Manage partial payments by communicating with customer to collect on these balances and/or credit the open balances
• Process credit memo's and refunds as per cases assigned to AR as well as cancellation cases
• Create and manage cases for customers that need to be termed for nonpayment
• Create and manage cases for customers that were termed for nonpayment and need to be reactivated after payment was received
  • Manage A/R responsibilities for customer-initiated cancellations as assigned through cases
  • Communicate with accounting managers and account management team as needed to ensure A/R is managed appropriately on high priority customer relationships
  • Address all cases assigned to individual or accounts receivable team
  • Attend all Finance Staff meetings and other meetings as scheduled
• Regularly review searches and reports for gaps due to ongoing process changes

Key Skills required:

• Proficient attention to detail
• Highly motivated, reliable and able to work independently
• Must be highly proficient in Excel; formulas, pivot tables, VLOOKUP, etc.
• Strong interpersonal skills
• Excellent communication skills verbal and written
• Strong problem-solving skills
• Exceptional organization abilities

Job prerequisites and education preferred:

• Associate's degree (AA) or equivalent from two-year College or technical school; or one to two year related experience and/or training; or equivalent combination of education and experience

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