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Accounts Receivable Specialist

Pacific Rim Capital

Accounts Receivable Specialist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Pacific Rim Capital, Inc. (PRC) is looking for a motivated Accounts Receivable Specialist to join our team. PRC is the largest independent lessor of Material Handling Equipment in North America and recently partnered with Fuyo General Lease, a publicly traded company in Japan. With this partnership, we are poised to accelerate our market share, portfolio offering, and global expansion. If you’re customer service oriented and looking for a solid company to grow with, this is the place for you.

    The Accounts Receivable Specialist is primarily responsible for accounting for customer receivables related to leased equipment. A successful Accounts Receivable Specialist takes measures to support data integrity, communicates well with others, is knowledgeable about assigned customer accounts, and participates in process improvement by collaborating with other members of the Finance and Accounting Department.

    Duties and Responsibilities:

    Receivables Accounting

    • Maintains all receivables related accounting data (for assigned accounts) in Lease Accounting software (i.e. asset removal from a lease, recording and linking purchase orders, updating locations, creating quotes, generating invoices, and other receivables related activities).
    • Compiles financial information from various sources and systems to reconcile customer accounts
    • Maintains schedules to track lease modifications related to equipment returns and purchases
    • Uploads invoices to customer billing portals and manages any exceptions received
    • Makes journal entries for receivables adjustments
    • Adheres to department’s month-end close deadline

    Data Integrity

    • Reviews new contracts to obtain pertinent information regarding customer payment terms, approval processes, billing requirements, effective dates and details for obtaining purchase orders
    • Researches, inquires and confirms information regarding customer’s process for issuing purchase orders and billing requirements for new equipment leases when information is not readily available
    • Compares contract terms and purchase order documents received from customers to verify consistency and accuracy before setting up billing

    Communication

    • Participates in meetings and conference calls to discuss assigned accounts
    • Responds to phone calls and emails regarding customer billing and purchase orders in a timely and professional manner
    • Maintains records to track progress and status of obtaining purchase orders
    • Reports information to management when billing is held due to administrative delays after contracts are executed
    • Follows up on pending purchase orders and other open items from customers or other departments

    Process Improvement

    • Tests system enhancements and validates system reported data as needed
    • Communicates ideas for improving efficiency and internal control to Management
    • Reports system errors and assists in troubleshooting errors in receivables processing

    Skills and Requirements:

    • Intermediate to advanced experience of Microsoft Excel including V LOOKUP, Pivot, and Conditional Formatting
    • Microsoft Office Applications (Excel, Outlook, Word and PowerPoint)
    • Calculate interest and percentages and convert between fractions and decimals
    • Exceptional verbal, written and interpersonal communication
    • Ability to work under varying levels of pressure and time constraints
    • Detail oriented and a high level of accuracy
    • Effective organizational and time management skills, prioritization of projects and tasks
    • Works well independently with minimal supervision and collaborates on problem solving and sharing information with others
    • Work experience in similar position, 3-5 years
    • Bachelor’s Degree or equivalent level of work experience
    • LeaseWave, QuickBooks, Great Plains, Salesforce or similar software a PLUS
    • Bilingual English/Spanish a PLUS

    Compensation, Benefits and Perks:

    • Salary competitive and negotiable based on skill level and experience of candidate
    • Benefits include Medical, Dental, Vision, Life Insurance, 401(k) with match
    • Paid holidays and accrued paid Sick/Vacation time
    • Free snacks, team building events and celebrations, and opportunity to join our culture committee
    • Beautiful Irvine office space with sit/stand desks and bright, open work environment