Credit and Accounts Receivable Specialist
Description
Job Function:
The Credit and Accounts Receivable Specialist is responsible for managing the customer portfolio and mitigating Staubli’s financial risk by overseeing credit limits, A/R insurance, and tax exemptions.
Reports to:
Finance Manager, North America
Responsibilities and Objectives:
- Validating customer accounts from the financial side as requested by customer service.
- Updating customer payment terms and forms of payment (ACH, WT, CK) as needed.
- Assisting with customer requests to process refunds, provide invoices/statements, and process customer payments.
- Order releases.
- Assist with order urgent releases.
- Reconciling customer accounts. Using journal entries or credits/invoices.
- Assisting sales by reconciling accounts and collecting on past-dues.
- Credit Management. Creating CoFace policies, managing notifications, and sending internal requests.
- Apply tax certificates and tax credits to exempt customer accounts.
- Collections/dunning
- Organize, filter, reply to incoming emails in “Usa.accounting” inbox (statement and invoice requests)
- Process Credit Cards
- Preparing AR aging and graphics for KPIs.
- Adheres to all safety, quality and environmental standards
Qualifications:
- B/S degree in Business or Accounting.
- 4 to 5 years in A/R or credit management
- Previous experience in customer management
- Previous ERP system experience, SAP a plus.
- Familiarity using Excel and spreadsheets.
- Ability to work with tight deadlines.
- Able to communicate effectively in English.
- Able interact and adjust to different cultures and work environment.
Physical Requirements:
- Periods sitting at a desk and working on a computer
- Must be able to lift, push, pull, and carry objects
- Must be able to lift up to 25 pounds at times
- Dexterity and accuracy as needed to operate equipment
Work schedule:
This position will report to the Duncan, SC office. A hybrid schedule is available after 90 days based on departments needs and workload; finance manager will assign schedule on a regular basis.
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Stäubli Corporation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.