Accounts Receivable Specialist

Position Summary

The AR Specialist is responsible for all functions related to Customer Billing and Customer collections, and the associated month end close, shared front office administrative duties, along with back up to Accounts Payable. This position also delivers on the day-to-day commitments to our Customer, our Company, and our People:

• Purpose
• Process
• People

While building on our culture of:

• Doing it Right
• Doing it Safe
• Doing it Safe

Essential Duties and Responsibilities

Safety

• Read and understand the Crescent Safety Playbook – Doing It Safe
• Directs visitors to appropriate department or calls for personnel to assist in escorting the visitor to the appropriate area (i.e. GE foreign nationals). Ensures that visitors are wearing appropriate attire for walking through the warehouse safely (shared receptionist duty).
• Ensure Safe and well-maintained Work Environment and conditions throughout all workspaces, facility and surrounding areas
• Engage all people in cultivating and promoting a Safety-First Culture 

People

• Greet all visitors and guests in a professional and welcoming manner whether in person or phone conversations.
• Promote a Work Environment where Crescent People are valued and can safely communicate, grow, and develop.

Productivity

• Support Cross Functional Teams to manage and prioritize assignments to ensure customer demand and accounting schedules are met
• Champion the Crescent Culture of Doing it Right, Doing it Safe, and Doing it Well, and abide by all written and understood policies and procedures 
• Identify, drive, and support all Continuous Improvement (CI) efforts
• All other duties as assigned, including but not limited to the identification and training of an individual capable of successfully completing all stated Key Responsibilities as appropriate to maintain integrity of position for progression planning and coverage during times of absence 

Quality

• Maintains all customer billing and collections files
• Maintains a strong adherence to billing cycle times, entry, and invoice delivery
• Ensures AR billing is correct, detailed, and within customer specifications for proper payment
• Proficient in the use of customer payment web sites
• Backup Accounts Payable processing and entry

Customer Value

• Generate billing information from Nulogy/PackManager and validating information to be billed
• Process special billing requests throughout the month and end of month including pass through costs from vendor invoices
• Apply payments from customers to invoices in GP and research/solve any discrepancies 
• Shared duty: answers incoming telephone calls in a cheerful, courteous, and timely manner, properly routing each call to the proper party, taking messages when necessary

Financial

• Accurately applies all customer payments and prepares and records any corresponding bank deposits 
• Monitors outstanding A/R balances for discrepancies and initiates collection process. Creates and applies credits as approved by the Controller
• Manage, update, and report weekly AR collections with commentary on status
• Participate in EOM process, meeting established timelines 

Cultural Competencies

Do It Right

Doing what is right for our customers, doing what is right for our company, and doing what is right for our People. Continually improving the quality of our product and services. Monitoring and measuring every key ingredient which could negatively impact our quality. Doing it Right ensures we will always be a Premier Service Provider.

• Identifier and champion of change opportunities, adept at countering resistance to change and an advocate for continuous improvement
• Provide direction and rally the team impetus, forge teams
• Willing to take calculated risks
• Accurate and timely completion of assigned tasks

Do It Safe

Providing a safe environment and supporting our people to reach their highest potential. A safe environment where all forms of risk are assessed and controlled. A safe environment open to new ideas, where our people’s opinions and overall well-being count. A diverse environment where everyone fits and can be successful.

• Self-assured
• Able communicator—good clarity, balanced talker and listener
• Patient
• Effectively assertive and able to handle conflict and confrontation situations
• Solution vs. blame oriented
• Mixture of firmness and flexibility
• Has energy and enthusiasm
• Holds self and others accountable

Do It Well

Optimizing all our resources to efficiently and effectively perform all tasks well. Our overall productivity as a company is a reflection of the thousands of activities performed well each and every day by everyone. At Crescent, our ability to Do it Well is a real source of pride valued by our customers.

• Systematic trainer, willing and able to develop people
• Good work ethic, task focused and willing to extend extra effort
• Able to follow structure where it exists and create structure where it does not
• Resilient—able to deal with the unexpected, not easily flustered
• Has sense of urgency
• Follows up to ensure quality task completion

Work Environment / Physical Demands

• Fast paced environment, requiring adaptation to continuous changes in Company, Customer and People needs
• Ability to frequently sit, stand, walk, reach with hands and arm’s length, climb or balance, stoop, kneel, and crouch
• Ability to regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds 
• Ability to sit for extended periods of time at desk in traditional office environment

Systems Usage

• MS Dynamics Great Plains
• Nulogy PackManager
• Very Strong MS Office Suite (Excel, Word, Outlook, Teams) 
• Various customer websites (invoice and payment portals)

Performance Metrics and Trends

• Safety
• People
• Productivity
• Quality
• Customer Value
• Financial

Qualifications

Education & Experience:

• Bachelor’s Degree or equivalent working experience

Preferred Qualifications:

• Experience with systems mentioned above
• Detailed oriented
• Training and/or education in accounting

We will absolutely know the AR Specialist is successful if they can:

• Independently complete their daily, weekly, and monthly assigned duties in an accurate and timely manner
• Maintain high quality of customer billings, with minimal customer payment issues
• Actively monitoring and pursuing any past due customer accounts and escalating any anticipated delays
• Highly proficient and accurate with data entry, data processing, and quick to learn new systems and technology
• Demonstrate an ability to manage multiple tasks simultaneously and organize work effectively
• Lead cross-functional efforts to bring process improvement
• Lead initiatives to automate the A/R process
• Communicate directly and transparently with the accounting team, offering assistance wherever needed, to form a cohesive team environment

By completing this application, you are acknowledging the following: 

• I am at least 18 years of age of older 
• I can perform the essential functions of this position, with or without accommodation
• I am a US Citizen or otherwise authorized to work in the US on an unrestricted basis