A/R Specialist

A/R Specialist

Job Locations: US-CA-Costa Mesa

Job ID: 2024-1719

Type: Regular Full-Time

Division: Insight Material Handling

Responsibilities

• Prepare, analyze and review lease contracts for the purpose of billing through Leasewave, our leasing software.
• Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable.
• Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
• Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals.
• Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
• Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
• Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period.
• Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes.
• Explain and/or resolve routine to complex billing or collection related issues & questions.
• Explain basic lease terminology.
• Handle in/out bound communications via phone and/or email in a timely & professional manner.
• Establish goals both individually and within a team-based environment.

Qualifications / Education

• Moderate proficiency with MS Outlook, MS Excel.
• Experience with online portals (ie SAP ARIBA).
• Accounts Receivable background.
• Leasing or other Finance industry experience a plus.
• Must have strong understanding of basic Accounting principles.
• B.S. in Accounting/Finance preferred.
• Minimum of 4-5 years of collection/customer service experience.

Skills

• Strong attention to detail.
• Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data.
• Must be highly motivated individual with high level of initiative and an attitude of willingness.
• Must be team player willing to assist others at all levels of the organization.
• Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships.
• Strong organizational and time management skills. Ability to multi-task and work autonomously or with a team.
• Ability to communicate effectively on a one-on-one basis or in group.

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

Division

Insight Material Handling

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