- Credit & Policy: Conduct initial credit checks and financial screenings for new clients to assess risk.
- Contract Review: Ensure all client agreements clearly stipulate Net 30 terms, late fees (in compliance with Florida law), and all necessary payment channels.
- System Integrity: Set up new customer accounts within the ERP/Accounting Software (e.g., QuickBooks Online, Xero) with verified, accurate billing addresses (including WPB zip codes) and AP contacts.
Stage 2: Invoice Generation (Accuracy & Speed)
- Timely Billing: Generate and dispatch clear, detailed, and digitized invoices within 24 hours of service completion or product shipment.
- Tax Compliance: Accurately apply and track all necessary Florida sales tax or local West Palm Beach surcharges as required.
- Dispute Minimization: Collaborate with Sales/Operations to ensure invoices precisely match service delivery to preempt disputes.
Stage 3: Pre-Due Follow-up (Proactive Nudging)
- Reminder Automation: Manage and execute a friendly, automated reminder system 3–7 days before the invoice due date.
- Customer Relationship: Serve as a professional and courteous point of contact for routine billing inquiries and clarifying payment instructions.
Stage 4: Collections Escalation (Systematic Action)
- Aging Report Mastery: Daily review of the AR Aging report, prioritizing follow-up based on dollar amount and specific days past due.
- Escalation Protocol: Execute the strict follow-up cadence (Day 1, Day 7, Day 15, Day 30) using a combination of phone calls, targeted emails, and formal letters.
- PTP Tracking: Document all Promise-to-Pay (PTP) dates and meticulously track adherence to these agreements, escalating internally when necessary.
Stage 5: Resolution & Reporting (Closure)
- Cash Application: Process all incoming payments (ACH, credit card, check) and accurately apply them to the correct open invoices and GL accounts.
- Reconciliation: Investigate, document, and resolve all partial payments, deductions, and discrepancies in a timely manner.
- KPI Reporting: Prepare and present weekly AR reports, focusing on DSO, collection effectiveness, and bad debt exposure for senior management review.
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
1. Onboarding & Setup:
- Credit/Policy Management: Conduct client credit checks; ensure payment terms (Net 30, late fees) are documented and legally sound for Florida. Verify accurate WPB billing data (contacts, address, AP email) to prevent setup errors.
- Accurate Invoicing: Generate clear, detailed, and timely invoices immediately upon service completion. Verify correct application of local Florida sales tax.
- System Integrity: Ensure prompt, accurate recording of all invoices into the accounting system (ERP/QuickBooks).
- Customer Service: Implement and monitor automated pre-due payment reminders (3-7 days out). Professionally handle all initial billing inquiries.
- Workflow Execution: Execute the structured collections contact at Day 1, followed by firm escalation at Day 7, 15, and 30 past due.
- Monitoring & Action: Daily review of the AR Aging Report, prioritizing high-value and high-risk accounts. Track Promise-to-Pay (PTP) commitments.
- Cash Application: Accurately process and apply all incoming payments (ACH, Check, CC) to open invoices daily.
- Reconciliation: Investigate and promptly resolve all billing disputes, partial payments, and discrepancies. Generate key KPI reports, including DSO.
Skills
- Basic Accounts Receivable
Qualifications
- Years of experience: 3 years
- Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
