Understand and adhere to all Tier 1 Energy Solutions (Tier 1) policies and procedures, furthermore, understand and adhere to any client's policies and procedures.
Process AR invoices in B1 in a timely manner.
Process AR invoices in Customer systems. (Openinvoice, Cortex, Jobutrax, etc.)
Responsible for month end closure of all outstanding invoices.
Record collections and deposits
Tracking customer payments and correspondence (Master AR Tracking Sheet).
Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
Verify discrepancies and resolve clients' billing issues
Work with sales on pricebooks and all issues regarding invoice submission and payment
Facilitate payment of invoices due by sending bill reminders and contacting clients
Conduct monthly AR reviews with sales and operations team.
Work with customers to fulfill month end requests and paperwork
Work with supervisor to hit monthly collection goals.
Other duties as required as per management team.
Knowledge and Skills:
Exceptional interpersonal skills with a high degree of professionalism.
Exceptional knowledge of Microsoft office products with primary focus on Excel.
Exceptional flexibility with proven ability to manage multiple projects, prioritize and meet deadlines.
Excellent oral, written and communication skills.
Experience with customer pricebook setup and management internally deemed an asset
Experience working on AR automation projects and maintaining current automation processes is a requirement
Strong attention to detail
Stress management skills.
Excellent analytical and problem-solving skills.
Thrives in a fast paced, dynamic environment and the ability to multi-task.
Must be able to work both independently with minimal supervision and as an integral part of a team.
Ability to develop and maintain strong professional relationships working effectively with colleagues.
Positive can-do attitude
Extraordinary commitment to maintain confidentiality.
Physical Demands and Working Conditions:
Sitting behind a desk looking at a computer screen for up to 8 hours in a day.
Frequent sitting, bending, twisting, and standing.
Education, Certificates, Licenses and Registrations:
Diploma or Certificate in business, finance or related field required and/or equivalent
* Must be legally eligible to work in Canada.
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