Accounts Receivable Coordinator at TriMed Inc – Santa Clarita, California

JOB OVERVIEW:

The Temporary Accounts Receivable Assistant supports the Finance team with customer billing, purchase order (PO) reconciliation, and payment processing. This role works closely with Sales Representatives and Accounts Receivable team members to ensure invoices are accurate, purchase orders are properly applied, and payments are processed in a timely manner. This is a temporary position intended to assist the department during a period of increased workload.

KEY RESPONSIBILITIES:

• Handle Customer Invoices: Purchase order matching/reconciliation and invoice corrections/adjustments
• Manage the application of valid/correct POs by responding to Sales Representative communications and applying valid/correct POs to open invoices for customer billing.
• Ensure that all POs match the total amount on invoices and surgery details. Work collaboratively with Sales Representatives to address any PO discrepancies
• Process credit card or ACH transactions. Generate reports for credit card or ACH transactions.
• Assist A/R Specialists as needed

SPECIFIC KNOWLEDGE & SKILLS:

• Basic understanding of accounts receivable processes, billing, and purchase order reconciliation
• Experience with accounting software such as QuickBooks preferred
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Strong attention to detail and accuracy when reviewing invoices, purchase orders, and payment information
• Ability to identify discrepancies and collaborate with internal teams to resolve issues
• Strong organizational and time management skills with the ability to manage multiple tasks
• Effective written and verbal communication skills
• Ability to maintain confidentiality and handle sensitive financial information appropriately

GENERAL SKILLS & COMPETENCIES:

• Good time management skills and the ability to prioritize work
• Very good attention to detail and accuracy
• Customer service oriented
• Ability to plan and arrange activities
• Very good interpersonal communication skills
• Very good written and verbal communication skills
• Ability to maintain confidential and highly sensitive information
• Ability to work in a team environment
• Ability to multi-task
• Establish productive working relationships at multiple levels within the organization

MINIMUM WORK EXPERIENCE:

Typically 1 or more years of related experience.

PREFERRED EDUCATION:

Typically High School education, vocational training and/or on-the-job training.

TRAVEL / PHYSICAL DEMANDS:
No travel required. Office environment. No special physical demands required.

SCOPE:

Apply acquired job skills and company policies and procedures to complete assigned tasks. Apply acquired knowledge of procedures and external regulations.

COMPLEXITY:

Work on assignments that are moderately difficult, requiring judgment in resolving issues or in making recommendations.

SUPERVISION:

Work under minimal supervision and receive little instruction on daily work, receive general instruction on newly introduced assignments.

PERFORMANCE REQUIREMENTS:

Typically, to advance to a new job level, employees must demonstrate professional behavior and should consistently be at the high-end of meets expectations or consistently exceed expectations.

TriMed, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.