Accounts Receivable Clerk

Position Summary

The Accounts Receivable Clerk is responsible for maintaining accurate customer accounts, processing invoices and credits, recording customer payments, and supporting the overall financial operations of the accounting department. This position requires a high level of accuracy, organization, confidentiality, and the ability to communicate professionally with customers and internal staff.

Essential Job Functions

The essential functions of this position include, but are not limited to:

• Maintain and update customer account and contact information.
• Generate and distribute customer statements.
• Process customer credit memos and account adjustments.
• Submit invoices via Electronic Data Interchange (EDI), email, customer portals, or U.S. mail.
• Enter and post accounts receivable transactions daily.
• Reconcile customer accounts and investigate billing discrepancies.
• Assist in collecting outstanding customer balances by providing invoice copies and account information as requested.
• Maintain organized electronic and paper filing systems.
• Assist with month-end and year-end accounting procedures.
• Prepare reports requested by management.
• Maintain strict confidentiality of customer and company financial information.
• Work cooperatively with Sales, Customer Service, Shipping, and Management to resolve billing issues.
• Assist with special accounting projects as assigned.
• Perform other related duties as assigned.

Performance Expectations

To be successful in this role, the employee is expected to:

• Maintain a high level of accuracy with minimal data entry errors.
• Process invoices and credits within established departmental timeframes.
• Keep customer accounts current and properly documented.
• Respond to internal and external inquiries promptly and professionally.
• Meet established deadlines while managing multiple priorities.
• Demonstrate reliability through consistent attendance and punctuality.
• Maintain organized records that can be easily audited or retrieved.
• Exercise sound judgment when handling confidential financial information.
• Communicate effectively and professionally with coworkers, customers, vendors, and management.
• Follow all company policies, accounting procedures, and internal controls.
• Demonstrate initiative by identifying process improvements and assisting team members when needed.

Qualifications

Education

• High School Diploma or GED required.
• Associate degree in Accounting, Business Administration, or related field preferred but not required.

Experience

• Previous Accounts Receivable, bookkeeping, or accounting experience preferred.

Required Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office, including Excel,  Word, and Outlook.
• Experience using accounting software and ERP systems preferred.
• Strong mathematical aptitude and attention to detail.
• Excellent organizational and time management skills.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality.
• Ability to work independently while contributing as a member of a team.
• Strong problem-solving and analytical skills.
• Professional demeanor and excellent customer service skills.

Core Competencies

• Accuracy and Attention to Detail
• Integrity and Confidentiality
• Customer Service
• Organization and Planning
• Accountability
• Teamwork
• Communication
• Time Management
• Adaptability
• Problem Solving