CRM Integration Specialist jobs in the United States

We are currently seeking an experienced Accounts Receivable Specialist to join our dynamic group of accounting and finance professionals.

Under the direction of the AP / AR Manager, the AR Specialist will be responsible for the daily processing of deposits for the Walbec Group family of companies

Role and Responsibilities

• Full time
• Hours are Monday - Friday, flexible between 7 a.m. - 5 p.m.
• Prepare daily bank deposits for the Walbec Group companies and post to customer accounts in the ERP in a timely manner.

Effectively communicate with other Walbec team members, including the manufacturing credit collections group and construction project manager assistants, to ensure accurate application and resolve account discrepancies.

• Match cash receipts to cash customer sales
• Process customer refunds and provide customer statements monthly or as requested. Review and process account adjustments, credit memos, and small balance write-offs.
• Produce and distribute cash receipts & adjustment journals.
• Prepare and distribute a running weekly cash receipt summary on a daily basis for all companies.
• Provide support to the controllers and other members of the finance team regarding cash receipt inquiries.

A / P Support

• Assist with processing company credit card statements.
• Supports A / P Specialists as required or assigned.

The Benefits :

Team members at the Walbec Group are offered competitive pay and benefits that align with our values while supporting good health and a balanced life now and into the future.

Additionally, we offer a range of opportunities for professional development and career growth that help us all to be successful.

We have the usual suspects like dental, vision, life, flex, EAP, PTO and holidays. We are big fans of our "no premium medical plan" and HRA contribution (with participation in wellness initiatives), company-paid short-and long-term disability with company contribution, paid parental leave, profit sharing, and a robust Walbec training program.

The Candidate :

• High School Diploma with an Associate's degree in Accounting or Finance field or equal experience desired.
• Candidate must have a strong A / R background
• Experience supporting medium to large sized companies in a higher volume accounting environment
• Comfortable working in the general ledger including creating and posting journal entries
• System savvy in larger ERP systems as well as demonstrated Microsoft Excel skills
• Trustworthy, with an acute attention to detail for processing banking and tax transactions

Last updated : 2024-05-23