Responsibilities
- Recruit, integrate, train, and grow a skilled accounts receivable team.
- Establish measurable performance goals, conduct ongoing evaluations, and promote accountability and professional development.
- Balance hands-on collections and reconciliation tasks with strategic team development through cross-training.
- Manage daily accounts receivable operations including invoice validation, payment posting, credit handling, dispute intake, and account balancing.
- Ensure timely fulfillment of service level agreements for remittance processing, dispute resolution, and unapplied cash identification.
- Track workload distribution across more than 40 locations and adjust staffing as needed to maintain efficiency.
- Develop and manage targeted, risk-tiered collection strategies to reduce outstanding receivables.
- Oversee credit limit evaluations, perform customer risk analysis, set payment terms, and enforce policies in coordination with Credit and Treasury teams.
- Analyze recurring payment delays to identify underlying causes and implement corrective measures such as process updates, customer education, or system notifications.
- Review current AR workflows, identify inefficiencies, and standardize documented best practices enterprise-wide.
- Advance automation projects including automated reminders, approval workflows, and electronic lockbox integrations to speed up cash application and reduce manual work.
- Act as the primary expert for Sage Intacct and Service Titan reporting tools, including custom report creation and end-user training.
- Generate and maintain AR performance reports and dashboards covering aging, DSO trends, cash projections, and days past due.
- Deliver data-driven insights to senior management, highlighting financial risks, achievements, and areas for operational improvement.
- Manage month-end closing duties including intercompany reconciliations, audit support, and completion of close checklists.
- Collaborate with general managers and operational leaders to align on collection goals, resolve billing issues, and encourage timely customer payments.
- Support integration of newly acquired businesses by transitioning receivables processes, training local staff, and implementing AR controls.
- Coordinate with IT, Financial Planning & Analysis, and Treasury on system upgrades, lockbox configurations, and initiatives to improve working capital.
Responsibilities
- Recruit, onboard, coach, and develop a high-performing AR team.
- Set clear performance objectives, conduct regular reviews, and foster a culture of accountability and continuous growth.
- Balance tactical support (collections, reconciliations) with strategic upskilling (cross-training).
- Oversee daily AR workflow: invoice review, payment application, credits, dispute triage, and account reconciliations.
- Ensure SLAs for remittance posting, dispute resolution, and unapplied cash are met.
- Monitor volume and complexity across 40+ locations—reallocate resources dynamically to prevent bottlenecks.
- Design and execute segmented, risk-based collection campaigns to minimize aged receivables.
- Own credit limit reviews: perform risk assessments, set terms, and enforce policy in collaboration with Credit and Treasury.
- Lead root-cause analysis on chronic delinquencies; implement corrective actions (process changes, customer training, system alerts).
- Evaluate existing AR processes; standardize and document best practices across all business units.
- Drive automation & project initiatives—auto-reminders, workflow approvals, electronic lockboxes—to accelerate cash application and reduce manual touchpoints.
- Serve as Subject Matter Expert for Sage Intacct & Service Titan custom reports, and user training.
- Prepare AR reporting/dashboards: aging summaries, DSO trends, cash forecasts, days beyond terms.
- Present actionable insights to leadership team—highlight risks, successes, and improvement opportunities.
- Lead AR’s month-end responsibilities: intercompany reconciliations, audit support, and close-checklists.
- Partner with GMs and Operations to align on collection targets, resolve billing disputes, and improve customer payment behavior.
- Support rapid onboarding of newly acquired businesses—migrate receivables processes, train local teams, and embed AR controls.
- Work with IT, FP&A, and Treasury on system enhancements, lockbox setups, and working-capital optimization projects.
