Vacancy expired!
For more than a decade, BayWa r.e. Solar Systems has been a leading U.S. solar distributor committed to providing a best-in-class order fulfillment solution that combines robust logistics and streamlined warehousing. We are open, honest and process-driven. We invest continually in process improvement, automation and employee development. The result is a highly-trained and well-prepared team with the right resources to reliably deliver the products and information that solar contractors need to reduce the time they spend managing their materials supply.
ï We're proud to be a company of high-performing people doing excellent work.
ï We're a fast-paced, fun company - you'll find room to grow and learn.
ï We seek out diversity and inclusion to make us a stronger team with different perspectives.
ï We have progressive, home-grown policies that reflect our culture and values.
ï We go out of our way to recognize hard-work, leadership, and dedication.
ï And last - but not least - we're excited to play our part in creating a better world!
Reporting relationship: Director of Accounting
Title: Staff Accountant - Accounts Receivable Specialist
Key Accountabilities:
1. Customer Transactions - 80%
2. Sales tax filing, payment, and general ledger reconciliation - 10%
3. Reporting: General Ledger Reconciliation - 10%
Responsibilities:
Customer Transactions
1. Manage invoicing, payment receipt, and collection processes in an effective thoughtful, and disciplined manner.
2. Communicate these processes clearly to customers, teammates, and others as needed to facilitate partnership and engagement to help make BayWa the most effective and valuable partner to its customers.
3. Efficiently create and distribute accurate and complete customer invoices for all product shipments and related charges.
4. Efficiently receive and apply customer payments and credits accurately to customer accounts. Proactively communicate discrepancies immediately upon discovery for quick resolution.
5. Diligently manage customer authorizations for ACH or credit card payments and then process those payments accurately via online banking.
6. Accurately create and distribute customer credits for item returns.
7. Efficiently process accurate customer credits associated with the terms and conditions of current customer promotions.
8. Maintain accurate and up-to-date customer records.
9. Process financing payments from external lending institutions.
10. Effectively collect on assigned past-due accounts and invoices.
11. Proactively communicate with the sales team to ensure accurate communication of account information to customers.
12. Utilize and accurately maintain the NetSuite system.
13. Continuously improve personal knowledge and capability in the areas of invoicing, payment receipts, and credit processing, with an emphasis on continuous process innovation, improvement and excellence.
Collections
1. Receive payments in a timely manner by using the NetSuite reminder and notification processes and utilizing available internal sales and operations resources.
2. Utilize honest and professional communication techniques when approaching clients with collection requests; advance industry standards for professionalism.
3. Ensure efficient and accurate process management techniques for all approved payment plans.
4. Manage collections escalation process in a timely and professional manner by pursuing all available external options before involving internal support, as outlined in the Collections Procedures section of the Accounting Policy.
5. Embrace proactive internal communication and partnerships with sales and management teams to ensure consistent, high-quality customer service.
Filing and payment of sales tax liability on taxing authority websites
1. Increase the accuracy with which we collect sales tax within the NetSuite software, per the up do date application of unique rules of each tax jurisdiction.
2. Timely and accurate sales tax reporting on the various tax authority websites is expected. This may include accurately setting up new tax authority relationships when needed.
3. Accurate and timely payment of all sales tax liability is expected. Earning discounts when available for timely payment to taxing authorities is expected; incurring penalties or interest for late or inaccurate payment is to be avoided.
Reporting; general ledger reconciliation
1. Verify accuracy of all reporting through relevant cross-checks of data.
2. Meet all reporting deadlines.
3. Timely reconciliation of general ledger accounts as assigned.
Behaviors:
"Technology-friendly" - able to learn and use CRM/ERP and other tools to collect and analyze data, learn, and apply learning
"Learner" - resourceful in self-development and problem solving; continually expand own "toolbox" of inventory management approaches and best practices
"Entrepreneur" - able to initiate ideas and projects, evaluate them, and fail fast if necessary; able to evaluate and implement others' ideas
"Project Manager" - able to organize, execute, and report on multiple projects with various timescales; utilize different project management methods such as Agile; participate in and coordinate cross-functional projects
"Communicator" - able to embody "straight talk" and give and receive kind, direct, honest feedback to or from anyone in the organization.
DESIRED SKILLS AND EXPERIENCE
TECHNICAL COMPETENCIES - (Proficiencies for application job-related knowledge, experience and skills.)
Commitment to advancing BayWa's organizational values of Effectiveness, Partnership, Honesty, Health, Open-Mindedness, and Engagement.
Strong professional communication skills; ability to successfully engage customers by phone and email.
Enthusiastic, honest, accountable, self-directed, proactive, and organized individual.
Ability to manage own time - prioritize short- and long-term tasks to ensure all individual objectives are addressed in a timely manner.
Functional familiarity with Microsoft Excel - (organizing a spreadsheet, basic formulas and functions, filtering and sorting data).
Familiarity with Microsoft Word and PowerPoint.
Natural curiosity and passion for renewable energy.
Ability to ask for help and the willingness to give help.
EDUCATION/EXPERIENCE/SKILLS
BA or equivalent with 3 years of job experience
7 years of relevant job experience may be substituted for required education
Proficient on MS Excel and Word (NetSuite experience a plus)
Bilingual skills are a plus
Vacancy expired!