Accounts Receivable Specialist at Climax Portable Machine Tools – Houston, Texas
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About This Position
JOB SUMMARY
The Accounts Receivable Specialist assists with the recording and collection of customer invoices, ensuring accurate and timely processing and payment. Supports the Finance and Sales teams with customer account management and provides analytical and reporting support for AR activities, including account aging, collections status, departmental activity, and reporting in support of sales tax filings and audits.
ESSENTIAL FUNCTIONS
- Assists with processing receivables in a timely manner
- Supports accurate application of cash and payments received
- Helps with collection activity for assigned accounts
- Identifies and helps resolve discrepancies in accounts or billings
- Assists with credit checks and provides basic recommendations to the manager
- Supports communication between clients and internal teams to set up payment plans
- Refers overdue accounts to collections with manager approval
- Updates credit hold status on assigned accounts as needed
- Assists in preparing reports and basic analysis on financial data and metrics such as intercompany transactions, AR aging, and account reconciliations
- Supports the 3rd party commissions and rebates process
- Assists manager with analysis of data and reports.
- Provides support during audits as needed
- Performs other duties as assigned
- Ability to be onsite as needed in support of both the finance department and the business overall
- Posting and sending invoices to customers
EDUCATION AND EXPERIENCE
- AA degree with an accounting concentration, or 2–3 years of related experience, or an equivalent combination of education and experience
- Experience with modern accounting tools and processes, such as ERP systems, invoice and billing management tools, and Excel
- Proven ability to collaborate effectively with other departments in support of AR processes and business needs
- Ability to operate in a fast-paced environment, handle interruptions, and prioritize workflow
- Ability to work onsite in support of the Finance team and business needs
- Proficient in Microsoft Office products, with an emphasis on Excel
QUALIFICATIONS
- Strong attention to detail and accuracy
- Effective communication and interpersonal skills
- Ability to manage multiple priorities and meet deadlines
- Analytical and problem-solving skills
- Knowledge of accounts receivable and billing policies and procedures
- Resourceful and able to take initiative in completing assigned tasks
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to talk and listen. The employee is also regularly required to stand, walk, crouch, bend, use hands to finger, handle, or feel and reach with hands and arms.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, outside weather conditions, risk of electrical shock, and vibration. Office and travel have moderate noise levels. Machine/Product demonstrations and customer visits can have loud noise levels.
EQUAL EMPLOYMENT OPPORTUNITY
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.
IMPORTANT - You must answer all application questions. Incomplete applications will not be considered.
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Job Location
Job Location
This job is located in the Houston, Texas, 77088, United States region.