Accounting Clerk

Responsibilities

Job Description...

 

• Read and respond to a high volume of emails (50 daily) and calls. Assess request and take appropriate action on request within service level agreements and documenting outcomes. Professionally respond to, research, and resolve issues via phone/chat/email with internal customer. Operating within processes, controls, and accounting principles, review contracts, validate past transactions, reconcile, and post adjustments on accounts. Recommend and process refunds as appropriate. Inform and educate internal customers on Order to Cash processes and procedures.
• Run standard reports and download into Excel. Add subtotals and formulas to reconcile accounts. Add pivot tables and charts summarizing data results. Summarize data trends for management review.
• Trains colleagues on processes and procedures. May peer review work during learning curve
• Recommends efficiency improvements. Drafts and maintains user job aids as well as department processes for manager review and approval. Provides updated and approved documents to intranet site administrator.
  
   

MINIMUM Requirements 

Education

 

• High School Diploma 
  
   

Experience

 

• At least three (3) years banking or accounts receivable experience with an emphasis in customer service preferably in a corporate environment.
• Experience running and downloading SQL and MS Access reports
  
   

Knowledge, Skills and Abilities

 

• Demonstrate knowledge and application of basic accounting principles
• Demonstrate knowledge and application of customer service skills
• Ability to self-manage workload to meet expectations and service level agreements
• Accurate math and reconciliation skills
• Professional verbal and written communication skills
• Interpersonal skills to quickly build rapport and trust
• Proficient database and MS Office suite skills, including Excel