Revenue and Accounts Receivable Specialist NUMÉRO DE POSTE: 440547

About the Opportunity

• The Revenue and Accounts Receivable Specialist will have a dedicated customer portfolio. As a result, you will be a key point of contact to sales, customer success, and finance pertaining to these customers.
• Review deals that are closed-won in Salesforce and verify that the data associated with the deal was entered correctly into the system for billing and reporting. Ensure that information provided by the customer, such as Purchase Orders, include complete and accurate data.
• Convert deals that were closed-won into contracts within the Accounting System. These contracts are utilized for revenue recognition and invoicing customers.
• Review invoices generated within the system to ensure accuracy of billing information and sales items sold. Depending on the customer, you may be required to upload invoices to the customers purchase requisition system.
• Review revenue recorded in the Accounting System for accuracy and ensure it is consistent with the contract details and items sold. Ensure that revenue and associated costs are recorded in accordance with accounting standards.
• Apply customer payments to invoices outstanding in the Accounting System (cheque, wire, EFT/ACH, credit card). Create customer refunds and credits when required.
• Verify deployment tickets to ensure that customer and shipping information captured by the deployment department is accurate. In addition, ensure that hardware is not shipped until the customer has been invoiced.
• Maintain professional, consistent communication to foster positive customer relationships.
• Maintain and organize sensitive customer information, digitally, within the Accounting System and digitally in SharePoint.
• Respond to customer requests regarding billing changes, refunds and credits, and cancellations. Collaborate with sales, customer support, customer success, and / or deployment to complete customer requests, when needed.
• Collaborate with sales representatives to obtain necessary billing information or to respond to customer requests.
• Mitigate customer churn or downgrades by informing customer success of indicators that a customer may churn or reacting to a cancellation request and strategizing ways to retain the customer.
• Provide analysis on key metrics such as MRR, Overdue Invoices as a % of AR, etc.
• Perform month-end activities such as account reconciliation, AR Aging analysis, review of invoices, bank reconciliation, and review of customer AR Ledgers.
• Analyze outstanding invoices and provide assessment of collectability to management. Write-off invoices in the system as required.
• Record ad-hoc invoices or journal entries, as needed.
• Stay up to date with updates to accounting standards, specifically related to revenue recognition.
• Perform other duties and special projects, as required.

• University degree with a combination of education in business and accounting is a must.
• Strong verbal and written communication skills and an eagerness to build relationships with internal and external stakeholders. Customer centric attitude.
• Excellent attention to detail and habit of self-reviewing work to minimize errors. Strong sense of accountability.
• Proficient with Microsoft excel (comfortable using formulas such as xlookup, sumifs, among others).
• Proficient using tools such as Microsoft Outlook, Teams, Word, PowerPoint, etc.
• Strong time management skills demonstrated by experience juggling multiple tasks and responsibilities while meeting deadlines.
• Ability to work independently and investigate solutions to problems and challenges.
• Work collaboratively with colleagues to meet common goals and objectives.
• Ability to work in a fast-paced environment that is subject to constant change and growth.
• A goal of acquiring the CPA designation is a plus, but not required. Future ambition of growing beyond this role and pursuing a career in accounting and / or finance.
• Experience working with Salesforce (or another comparable CRM) is a plus, but not required.
• Experience working with Sage Intacct or NetSuite (or another ERP or Billing System) is a plus, but not required.

Pay Range
$20 - $27.50 /hour

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #440547.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.