Accounts Receivable

• Approve Sales Orders synced from Salesforce, ensuring accuracy against order forms
• Review invoicing before emailing customers and ensure tax compliance using Avalara
• Set up Placer as a vendor in third-party portals
• Upload e-invoices via customer procurement platforms such as Ariba and Coupa
• Upload tax exemption certificates to Avalara
• Assist with the billing email inbox and respond to internal and external inquiries
• Resolve billing and invoicing discrepancies
• Stratify collection activities to maximize cash receipts
• Issue dunning letters to overdue accounts
• Contact customers regarding overdue accounts and determine reasons for non-payment
• Disable platform access when payment is unlikely
• Issue credit hold notifications
• Recommend accounts for collection agency referral
• Recommend bad debt write-offs
• Maintain accurate records of customer interactions
• Perform ad hoc Accounting/Finance projects
• Coordinate with sales operations, customer success, deal desk, and other departments on billing and revenue inquiries
• Identify opportunities to improve or replace the Virtual Post Mail process
• Perform month-end reconciliation between Salesforce and NetSuite
• Provide documentation for internal and external audits
• Assist the technical accounting/revenue team with day-to-day activities

Accounts Receivable Specialist

• Receive and accurately record incoming payments and maintain payment backup and supporting documentation
• Reconcile CAD and USD bank accounts and high-volume credit card/payment transactions daily
• Reconcile supplier payments, bank deposits, and other accounts receivable activity
• Investigate and resolve payment and receipt discrepancies with suppliers and internal sales teams
• Perform variance analysis and correct bookings when necessary
• Monitor outstanding commissions and follow up on discrepancies or unpaid amounts
• Communicate with suppliers regarding outstanding commissions or payment discrepancies
• Perform collections, representing approximately 5% of the role
• Assist the sales team with customer receipt and supplier payment confirmation requests
• Prepare monthly reports and receivables updates for management
• Assist with general financial management and analysis
• Maintain accurate vendor and supplier contact information
• Communicate discrepancies and unresolved issues to management
• Support improvements to financial processes, transactions, and systems
• Perform other duties and projects assigned by management

Accounts Receivable jobs in Mexico

Accounts Receivable Specialist

Account Receivables Specialist