Sr. Account Receivable Specialist

Essential Duties & Responsibilities

• Customer invoicing and collections

• Process vendor setup requests and provide vendor data to clients via custom forms and online portal registrations

• Maintain vendor documents such as W-9, W-8BEN-E, and Banking and Remittance Information sheet

• Prepare quotes for client procurement to obtain a purchase order

• Review sales orders and process approval to bill

• Review, respond to, and process client requests regarding their invoice or our vendor setup

• Generate invoices and approve to submit to client, process daily invoice batch or on demand submissions

• Process credit memos and re-bill sales orders as needed

• Generate and deliver accounts statements to clients

• Submit requests for refund processing to accounts payable as approved by controller

• Manage online portals for submission and status of invoices, and updates to vendor remittance data

• Communicate cancellation requests to sales and revenue accounting teams if not in copy

• Responding to sales inquiries regarding the status of billing

• Follow-up with clients on the status of open invoices