Accounts Receivable Analyst jobs in Monterey, CA

Description

Responsibilities

1. INVOICE PROCESSING & RECONCILIATION

• Send out invoices daily by email; print to file invoices and Bill To Ship to (B2S2) passings.
• Review/clear invoice exceptions.
• CHAX Verification for cash receipts processor.
• Monitor customer account details for non-payments, delayed payments and other irregularities.
• Review past due aging and follow-up with customers for collection for assigned accounts (Members & Distributors); email member aging reports on Tuesday & Thursday.
• Maintain accounts receivable customer files and records.
• Investigate and resolve customer queries; process adjustments for buyer files.
• Serve as a back-up for the processing of daily cash receipts.
• Perform other duties, as assigned.

Core Competencies

1. PRO*ACT Core Competencies

• Teamwork-Getting the team to pull together; Gains respect quickly; builds trust and credibility and is safe and approachable; Gets cooperation and action from people not under his/her direct supervision; Works to resolve disagreements; is respectful of peers and co-workers, and receives constructive feedback, is flexible and open to doing things differently for the good of the team.
• Customer Service-Concern for external and internal customers; Listens to understand rather than to respond; Evaluates what is important; Responds timely in a manner that effectively resolves issues; Proactive: solves problems before they arrive.
• Communication and Awareness-Communicates effectively with people throughout the organization, avoiding vagueness, ambiguity, and mixed messages; Expresses ideas and conveys information clearly, effectively and professionally; Being responsive and respectful while also noticing others concerns and being able to read the room; Actively listens to others; Demonstrates a commitment to organizational initiatives with words and actions; Conveys company information, decisions, or problems to appropriate parties on a timely basis; Comfortable expressing own viewpoint even if it runs counter to most; Does not gossip, but rather is a champion of constructive communication.
• Results Focused-Getting the job done; Completes projects and assignments thoroughly, professionally and with care; Takes initiative as problems or opportunities arise; is action-oriented, willing to take risks is flexible and innovative in their approach. 
• Dedicated-Maintaining a strong work ethic / showing up, being present and available; Passionate about the work; Makes PRO*ACT a priority; Able to see the big picture.

Requirements

EXPERIENCE AND EDUCATION REQUIRED

• High school diploma or equivalent
• Two years of accounting or bookkeeping experience preferred
• High level of proficiency with accounting software programs 
• Effective management of assigned accounts using key AR aging indicators (percentages and days outstanding)

Equal Opportunity Employer

Disclaimer

This position description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended, however, to be an accurate reflection of those principal job elements essential for making decisions related to job performance, employee development and compensation. As such, the incumbent may perform other duties and responsibilities as required.