Job Type
Full-time
Description
Credit Monitoring and Management Duties
- Review and approve customer Terms and Conditions.
- Send new customer packets and review all information to determine credit worthiness.
- Complete customer forms.
- Analyze and review customer credit history.
- Send deposit invoices and follow up for payment.
- Ensure timely customer payments and transfers.
- Identify potential risk on customer credit accounts.
- Analyze financial information on Sales Orders to approve for shipment.
- Monitor Accounts Receivable to make decisions regarding customer accounts.
- Evaluate and approve credit applications.
- Risk management for customer credit limits.
- Assist with review of work in process to determine timing of deposit invoices.
Accounting Department Duties
- Organize, analyze and maintain financial records.
- Manage spreadsheets and data needed for maintenance and accuracy of accounting systems, as assigned.
- Assist as needed with weekly, monthly, quarterly and annual financial reconciliations and analysis.
- Perform weekly and monthly reconciliation of general ledger accounts and activity, as assigned.
- Reconcile service reports and credit card activities as a backup for accounting.
- Input information into proprietary software accurately and efficiently.
- Maintain a workflow that ensures timely adherence to all deadlines.
- Become an integral member of the Accounting Department.
- Work across departments including Sales, Operations, Service and Production.
Requirements
- Education and/or experience equivalent to 4-year degree in accounting
- Experience in ERP systems and/or accounting systems
- Minimum 5 years in an accounting role or accounting environment
- Highly organized with attention to detail
- Able to prioritize daily tasks and work independently
- Strong computer skills including use of Microsoft Office and proprietary software
- Problem solving skills and ability to work effectively under demanding deadlines
- Documentation and report preparation experience
- Demonstrated ability to communicate clearly and concisely in both written and verbal formats
- Must be able to communicate (read, write and speak) the English language clearly