Now Hiring - Advance Air and Heat Co., Inc. - Billing and Accounts Receivable Manager in Marion, MA

Full description of the position

Job Description - Accounts Receivable If you'd love to work in a fast-paced, dynamic company environment, then this is the job for you! Accounts Receivable * Respond to all customer requests, questions, etc. within 24 hours. * Enter customer invoices into Sage 300/SFO computerized accounting system. * Ensure all materials are charged to appropriate work orders in a timely manner. * After invoicing, move AP invoices to appropriate folders on the Public computer drive for AP processing. * Review AR invoicing for accuracy, follow up with technicians as needed to answer questions. * Process customer payments (by check, EFT, credit card) weekly. Maintain accurate records of payments. * Generate AR Aging Report weekly. Call and email for AR collections, following defined collections procedures. Maintain goal of 10% or less AR over 45 days. * Organize and send accurate Certified Payroll documentation, create new Certified Payroll documents, as needed. * Print and mail, email and/or upload to customer portals all invoices weekly. * Maintain accurate records of customer purchase orders, PO balances and procedures. Ensure proper purchase orders are on invoices requiring them. * Maintain Teams Task List ensuring that all weekly, monthly, quarterly, annual tasks are completed a timely fashion. * Perform approved invoice voids, adjustments, write-offs and create approved customer credits as needed. * Set up new customer accounts and service sites in Sage 300 AR and SM modules. Create customer code, enter billing and service address information accurately. * Adjust customer codes and accounts as needed for new ownership or billing procedures require. * Review credit reports to determine if new customers should be pre-pay, COD or have terms. * Address over- and underpayments of customer invoices promptly. * Make sure that customer exempt certificates and W-9s are up to date. * Prepare statements monthly for customers with overdue invoices. Email or mail as needed. Accounting 1. Review and assist with balancing Monthly Bank Statement(s), as needed 2. Cross-train in Accounts Payable to provide support, as needed to accounting team. Administrative 1. Utilize and help manage office technology to maintain optimal performance (computers, laptops, accounting and dispatch software, fax, copy machine, printer, etc.). 2. Assist with ordering supplies in order to maintain adequate stock of office supplies, forms and accounting materials. 3. Keep all computer and paper files current and organized. Customer Relations * Answer phones quickly and courteously. * Record requests for service or quotes from new and existing customers ensuring that we have all necessary billing and contact information and all pertinent information to the request for service (who called, location for service, problem reported, etc.) * Assist caller with questions regarding AR. Refer calls to appropriate Department, (Dispatch, AP, Estimator, etc.) as needed. * Resolve customer issues quickly and with professionalism. Other * Perform various tasks as needed, such as, researching items utilizing internal reports, files, internet or other sources, running errands outside of the office, organizing files or records, etc. Skills & Experience: * Minimum 3 years' experience in Accounts Receivable/Collections * Typing skills (25-30 words per minute) needed * Must be proficient with Microsoft Excel and Word * Detail-oriented * Excellent Customer Service and Phone skills Job Type: Full-time Pay: $18.00 - $25.00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Paid time off Schedule: * Monday to Friday Supplemental Pay: * Bonus opportunities * Overtime pay Ability to Commute: * Marion, MA 02738 (Required) Work Location: In person