Carlin Sales is a 52 year old family held distributor to the horticulture and landscape industries, with corporate headquarters in Milwaukee, WI and branches in St. Paul, MN, Joliet, IL and New Berlin, WI. Carlin offers a competitive wage and full benefit package to qualified candidates that value a work-life balance. This is not a remote position.
Authority and responsibility for managing the Accounts Receivable and General Office functions.
Accounts Receivable
Customers
Investigate customer credit history and recommend new credit limits for customers.
Maintain customer files to include credit, sales tax, pesticide license and customer information sheets.
Review customer credit limits on an ongoing basis. Make recommendations for changes to credit limits.
Inform customers/salesman of new account status.
Cash Receipts
Process credit card transactions.
Deposit cash and checks into bank.
Record cash receipts into computer system on daily basis.
File cash receipts and remittances.
Investigate and document short payments and disputes. Resolve issues when possible or refer to the correct department.
Collections
Review past due accounts and contact customers or salespersons regarding payment issues.
Discuss collection problems and issues to the CFO.
Follow up with salespersons and customers to see that disputed or credit issues are resolved.
Handle customer inquiries about payments and invoices.
Review orders on hold and release orders.
Make sure COD customers are paid in advance prior to releasing product.
Call customers concerning NSF checks and follow up on the collection of them.
Run Credit Memos for price correction or incorrect billings as needed. Issue credit memos for returned goods as needed. Record and follow-up on lost or damage claims.
Answer "credit references" from other businesses concerning our accounts.
Invoicing
Monitor status of orders in shipped and picked stage. Follow up on lost or missing orders.
Send out monthly statements.
Work with billing clerk to resolve problems.
Other Office Functions
Represent the A/R functions in management meetings. Work to resolve issues between departments.
Identify areas of improvement in procedures and processes. Direct and implement changes as necessary.
Participate in credit group meetings.
INTERACTIONS
This position reports to: Controller
Position reporting to this person: None
This position interacts with: Customers, Sales personnel, and Controller,
POSITION REQUIREMENTS
Education: Accounting degree preferred.
Experience: At least 3 years of experience with business to business customer regarding billing and collection processes.
Special Skills:Customer collectioncommunication skills, organizational and self-motivation skills, math skills and proficient in the use of Microsoft Office – Outlook – Excel – Word.