A/R Coordinator

SUMMARY

Manage and maintain assigned customer accounts in accordance with company policy and procedure,

responsible for monitor aging of receivables (invoices and credits) as well as unapplied deductions, reach out to sales personnel, contract administrator personnel, or customer service staff to resolve disputes timely.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Apply cash receipts daily and ensure that payment remittances are in accordance with credit terms where cash discounts are concerned.
• Investigate deductions daily, working priorities of value and age first
• Ensure all customers have a tracking log for claims and sales order tracking logs are updated daily, with a minimum requirement of weekly updates due by Friday. The logs should contain both resolved and future claims to be taken.
• Document all required customer notes daily in QAD
• Ensure that past due accounts are placed on credit hold to limit exposure to the company.
• Work with management to remove customers from credit hold
• Make collection calls and/or investigate various external and internal customer requests on an ongoing basis, reviewing account detail weekly
• Maintain open AR to be less than six months old in accordance with our bank agreement
• Process daily and weekly reports to meet required deadlines
• Reconcile open invoices bi-weekly for possible EDI invoice issues
• Communicate all potential issues timely to the AR Supervisor
• Ensure adherence to Company policies and procedures related to AR
• Remain current and compliant with all training requirements

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential

functions.

EDUCATION and/or EXPERIENCE

Associate’s Degree (A.A.) or equivalent from a two-year college or technical school; or two to five years

related experience and/or training; or equivalent combination of education and experience. Proficiency with Microsoft Excel (including pivot tables, vlook ups, formulas, and other advanced features), Access, Word and Outlook required. Experience with accounts receivable and general ledger software strongly desired.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals and professional journals. Ability to

write reports and business correspondence. Must have an ability to effectively present information and respond to questions from groups of managers, clients, and customers.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, percentages and to create as well as interpret bar graphs and pie charts.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only

limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS

None

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 or hear. The employee frequently is required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters

while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

EQUAL OPPORTUNITY EMPLOYER: Trividia Health, Inc. is an Equal Opportunity, Affirmative Action, E-Verify employer. Employment decisions for all applicants and employees will be made without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, age, national origin, marital status, veteran status, disability, or other characteristics protected under local, state or federal law.