Accounting Specialist

The Accounting Specialist will get exposure to multiple business units, supporting senior leaders and department heads as a trusted resource.

We expect the Accounting Specialist to accurately post AP/AR invoices after ensuring proper coding and approval has been obtained. As a public face of the company, the person in this role is also expected to support some general office functions - greeting visitors, sorting mail, fielding the occasional phone inquiry, etc.

Oilgear offers industry competitive benefits for medical, dental, vision, long-term insurance, short and long-term disability, paid holidays, PTO and a 401k plan with company match.

AP Responsibilities

• Post vendor invoices after obtaining proper approvals and coding
• Call vendors to obtain and reconcile statements
• Work with purchasing to resolve discrepancies on purchase orders
• Other duties as assigned

AR Responsibilities

• Process, verify and recommend credit limits and payment terms for customers based on credit-worthiness utilizing D&B and customer credit application etc
• Send out Customer Invoice via mail/email/EDI/Portals daily
• Monitor invoicing including EDI portals
• Pull down daily banking transition of customer payments
• Process customer payments to account (sub-ledger) on a daily basis
• Reconcile cash receipts journal to banking information
• Resolve payment discrepancies in a timely manner
• Identify slow-paying/delinquent customers, and recommend collection escalations to Manager for holding shipments
• Strengthen and grow relationships with clients by communicating with customers regarding past-due account
• Manage customer inquiry(ies) and respond in a timely manner to request(s) including:
• Copies of invoice/statement
• Researches and processes customer claims of invoice payment
• BOL copies (Proof of delivery)
• Research and process charge backs and returns
• Assist in streamlining the accounts receivable process by identifying areas for performance improvement
• Assists with related special projects and audit requests

Education and Experience

• High School diploma or GED
• Minimum 3 years’ experience posting AP purchase order invoices
• Manufacturing experience environment preferred
• Other data entry experience may be considered on a case by case basis
• Advanced computer skills in Excel, Epicor preferred, and Microsoft Office

Key Competencies

• Excellent written and verbal communication skills
• Organization, detail-orientation, and accuracy
• Excellent interpersonal skills
• Problem analysis and problem-solving skills
• Action oriented
• Ability and willingness to learn and take on more responsibility

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include Close vision, Distance vision, Peripheral vision, Depth perception and Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl.

NOTE: The above statement reflects the general details considered necessary to describe the principal functions of the job identified, and shall not be construed as a detailed description of all the work requirements that may be inherent in the job.