AR Specialist
Red Inc.
 Irvine, CA

This is a cross functional role that will work closely with Sales, Global Trade, Shipping, and other departments to help streamline the revenue function.

Responsibilities:

  • Responsible for creating, validating and sending invoices to customers. Including international invoices that may require certain data and specific formatting. VAT knowledge helpful! Assist in manual invoicing and furthering the invoice automation process.
  • Investigate and resolve billing queries.
  • Prepare monthly invoicing reports.
  • Process credit memos for assigned customers in accordance with company policy.
  • Take ownership of the customer collections process:
    • Review A/R aging and identify delinquent accounts.
    • Contact customers as deemed necessary (Via email and/or phone).
    • Ensure that payments are received within the established terms or payment arrangement.
    • Monitor customer payment behavior and make recommendations with regard to risk when necessary.
    • Monitor A/R aging activity and routinely review status of accounts with Sales Representatives and/or Management.
    • Resolve customer disputes and discrepancies in a timely manner.
    • Identify and track bad debt. Prepare collection agency and legal placements.
  • Research credit card payments through online secure software. Address credit card related discrepancies.
  • Post customer payments by recording wire/ACH, checks, and credit card transactions.
  • Process A/R transactions including offsets of debits and credits, write-off, etc.
  • Process customer refund requests.
  • Research and resolve chargebacks.
  • Assist with credit granting process. Review credit applications and obtain bank & trade references as well as pull commercial credit reports. Make credit recommendations based on findings.
  • Assist in the ongoing ERP system updates.
  • Assist greater Finance team in ad hoc projects.

Qualifications:

  • 2-3 years of Accounts Receivable (or similar) experience required.
  • Bachelor’s degree in accounting or similar degree, but not required.
  • Ability to work across various cross-functional teams.
  • Excellent verbal and written communication skills.
  • Effective problem solving experience with understanding of credit analysis.
  • Intermediate to Advanced Excel skills (v-Lookup, pivot tables, etc.).
  • Experience with ERP systems is required (Preferably NetSuite or Oracle).
  • Highly detail-oriented and able to multitask in fast pace environment.
  • Able to operate independently and as part of a small functional team.