Assists with the sales management functions within the Companies ERP system
Customer Cards
Sales Orders
Sales Invoices
Bank Deposits
Cash Receipt Journals
Customer Ledger entries
Performs routine customer invoicing and collections.
Assists all receivable-related conversations within the accounting inboxes, not limited to filling out customer request forms for setup, verifying banking, and resolving customer issues and inquiries.
Routine review of open sales orders to verify accuracy of future billing.
Month end close responsibilities, reviewing orders for revenue recognition.
Conduct and lead a monthly accounts receivable collections meeting with company leaders and ownership.
Ensures completeness and accuracy of sales orders prior to posting invoices.
Works with department leads to resolve any outstanding items needing to resolve to proceed with posting.
Actively communicating with accounting department and respective department leads to ensure completeness and accuracy of open receivables.
Sales tax verifications.

Bachelor’s Degree in Business, Finance, or related field or relevant experience
CPA preferred or someone on that path
4-6 years prior experience in accounts receivables
Strong teamwork and interpersonal skills
Confident speaking in front of large groups including CEO and company owners
Excellent communication and follow-up skills
Professional and strong understanding, use, and technical use ability of Microsoft Office products, i.e. Word, PowerPoint, Excel, Outlook, Office 365, etc.
ERP system experience, preferably with Microsoft systems
Organizational skills are a must
Able to communicate effectively with others in the workplace
Proactive, problem-solving mindset
Customer-focus oriented
Strong attention to detail
Strong mathematical and analytical skills.

Staff Accountant

Key skills