Job Description

For over 35 years, Peak Technologies has been at the forefront of providing end-to-end enterprise mobility, managed services, printing and mobile data capture solutions for performance-driven organizations focused on the optimization of supply chain and field-based business processes.



JOB SUMMARY & SCOPE

Work on various accounting activities to include AR and AP. Collect delinquent receivables in assigned areas. Analyze credit of new and existing

customers to determine credit worthiness along with a recommended credit line. Provide customer service for all accounts in assigned areas.

Focus on ensuring that Peak Technologies pays its debts/bills within a given timeframe.



KEY ACCOUNTABILITIES

Collect delinquent receivables for assigned area as to improve the Company's cash position while maintaining a positive customer relationship. Reconcile accounts taking unearned fast pay discounts, negotiated/compromised settlements. Reconcile charge card payments to open invoices, issue instructions for cash application and notify field sales co-workers to correct disputes. Identify customer issues and send discrepancy notices to appropriate co-workers, following disputes to satisfactory resolution. Resolve customer disputes to ensure overall customer satisfaction. Analyze credit by performing analysis for new and existing customers through gathering data from ERP system and reviewing purchase orders to present account status and approve credit worthiness. Ensure appropriate Sales Representatives are kept current on issues that may be delaying order approval. Evaluate bank and trade references, D & B (Dunn and Bradstreet) information and financial statements to establish and maintain credit lines with minimum risk to the Company. Provide paperwork copies and reports as requested in support of collection activities. Maintain collection activity file. Establish and maintain credit files based on financial information to support credit decisions. Evaluate orders and approvals or deny credit limits up to the policy guidelines. Review all orders with Credit & Collections Representatives and discusses any issues that may impact credit decisions. Verify payment terms, funding sources, and ensure proper documentation is in place. Release order investigations that have been approved. Respond to customer service calls relevant to billing errors, refund requests, tax exemption status and initiates appropriate action. Prepare monthly reports (month end comments, company top ten report, bad debt review) to advise management of receivable issues. Assist the accounting team in the preparation of monthly and quarterly reports and financial statements as well as quarterly close processes Process due invoices for payments. Review and resolve issues with financial and operational reports. Ensure Accounts Payable team complies with the terms and conditions in contracts. Support the preparation of annual budgets, forecasts and quarterly forecasts. Ensure bills are paid in a timely and accurate manner. Compare purchase orders, prices, terms of payment and other charges

EDUCATION + EXPERIENCE + KEY TRAITS

High School diploma or GED. Six months to one-year related experience preferred. Excellent oral and written communication skills and strong customer service skills Demonstrated ability to evaluate customer financial date to establish adequate lines of credit.

TYPICAL PERFORMANCE TARGETS

SERVICE DELIVERY: Sustained, measured excellence in project & process delivery COST TO SERVE: Sustained, measured excellence in delivery efficiency with expected continuous improvement INNOVATION: Step changed delivery in safety, quality, and/or cost

LANGUAGE SKILLS

Primary language used in daily operations is English. Additional primary company languages include Spanish, French, and Dutch. Read and interpret documents, procedure manuals and various correspondence from both internal and external. Speak effectively, both individually and before groups of both external customers and/or various levels of employees within the organization.

SUPERVISION

Role does not require supervision of direct or indirect reports.

DECISION MAKING + REASONING

Able to take accountability and responsibility for business target delivery and decision making.

WORKING RELATIONSHIPS

Peak Management Team Peak Customers

PHYSICAL REQUIREMENTS

Activity Amount of Time

None Under 1/3 1/3 to 2/3 Over 2/3

Stand X

Walk X

Sit X

Use hands to finger, handle, or feel X

Reach with hands and arms X

Climb or balance X

Stoop, kneel, crouch, or crawl X

Talk or hear X

Lift Up to 25lbs X



Peak Technologies, Inc. is an Equal Opportunity Employer who fully and actively supports equal access for all people regardless of Race, Color, Religion, Gender, Age, National Origin, Veteran Status, Disability, Genetic Information or Testing, Family and Medical Leave, Sexual Orientation and Gender Identity or Expression.