Accounts Receivable Specialist

Driven by a commitment to research, quality, and service, PDI provides innovative products, educational resources, training, and support to prevent infection transmission and promote health and wellness. Encompassing three areas, our Healthcare, Sani Professional and Contract manufacturing divisions, we develop, manufacture, and distribute leading edge products for North America and the world. We have several locations across the US and are looking for new Associates to join our team! 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

This position will have total responsibility for Collections related to the five largest accounts.

Collections-Maintain timely payments from Customers on Sales invoices based upon terms of sale set to increase A/R turnover and minimize bad debt losses. This position will share in the responsibly of all Nice Pak Consumer Deductions to analyze, identify, and help minimize and/or stop deduction abuse on unauthorized deductions consisting of but not limited to pricing, shortage, returns and/or penalties, by trying to identify Root Cause. The position will interact with internal and external customers based upon necessity of Collections/Deductions. This position will monitor Request Paybacks on these deductions to meet monthly/quarterly/annual goals and KPI’s, in conjunction, but not limited to AR Collections.

Additionally, this position, will be cross trained in Billing, Cash Application, and AR Write Offs to support additional roles within the AR team, assisting on an as needed basis.

DATA ENTRY & INTEGRITY:

• Able to work with Customer Portals, to enter/retrieve information on open Invoices and Deductions.
• Assist to ensure timely payments from customers related to agreed terms and bring visibility to open issues.
• Additional support for Penalties, Returns & Shortages, and other AR Accounts not related to the Top 5.

REPORTING & ANALYSIS:

• Responsible for the Major 5 Largest Nice Pak Customers on the NPP Accounts Receivable Aging, which include contacting customers on overdue invoices relating to Open invoices, using Customer Portals, as well as contacting Sales, Brokers, and Customer Service.
• Assist in Reconciliation of Unapplied Payments & Credits related to Open Invoices/Deductions
• Collaborate and work with other AR Associates, related to Deductions, Cash Application, Billing, Collections, Short Pays, Request for Paybacks, Returns, etc.

CLIENT ENGAGEMENT

• Client Relations:
• Accounts Receivable / Customer Service Expertise supporting Internal & External Customers
• Assist in Monthly requirements and/or deadlines
• Professional communication working with multi-level management associates, while understanding urgency and/or turnaround time.

ORGANIZATION ANALYSIS

• Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
• Review Customer Portals, for Open Invoices Payments, Deductions, Unresolved Items.
• Assistance & Maintenance of Company Store Log, and Month End Reporting.

 TECHNICAL EXPERTISE:

• AS 400 (LX)
• Experience with AR Cloud Base software a plus

 SPECIAL PROJECTS:

• Upon Request
• Assist in Month/Year End close

SPECIAL PROJECTS:

• Upon Request
• Assist in Month/Year End close

PERFORMANCE MEASUREMENTS

• Must have excellent communication skills, and the ability to work independently in a fast paced, high volume team environment
• Accuracy of Work
• Excellent trouble shooting skills with the ability to resolve operational problems effectively and proactively.
• Ability to be initiative-taking relating to open issues, follow-ups, and missing information, which might delay work performance or AR Collections.
• Strong knowledge of all AR functions obtained through education and/or prior work experience that include AR controls, for both internal and external reporting.

Requirements

QUALIFICATIONS

EDUCATION/CERTIFICATION:

• High School Diploma, College Accounting level courses (2+years)

REQUIRED KNOWLEDGE:

• Accounting, Emphasis on A/R Collections/Deductions
• Strong knowledge of A/R controls through educational study or work experience for both internal and external reporting
• Experience or exposure to AS400 (or similar) preferred
• Experience using Customer Portals required

EXPERIENCE REQUIRED:

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