Invoicing and Collections Analyst

McCoy-Rockford Inc•Houston, TX

About The Position

This is a temporary, 6-month position created to provide coverage for our team. During this time, the individual in this role will play a key part in maintaining continuity of operations and supporting the team’s ongoing success. Mccoy-Rockford is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. GENERAL DESCRIPTION: Responsible for timely invoicing process and for assuring customer credit is secured and customer authorization is intact. Perform customer collection calls and assist in billings inquiries/corrections as needed to secure collections.

Requirements

Minimum of 5 years’ experience in invoicing
Minimum of 5 years’ experience in collections
High School Diploma or equivalent (GED) required.
Knowledge of MS Office required including strong Excel skills required.
Experience with month-end close and general ledger
Excellent communication skills, both written and verbal, and internal personal skills
Great analytical and problem-solving skills.
Employee must be flexible to adapt to change in processes, a self-starter, highly motivated and able to work independently.
Maintain customer invoice files.
Strong organizational skills.
Ability to meet deadlines.
Ability to work with a diverse group of people internally and externally.
Great attention to detail and strong communication skills
Good judgment, problem solving and decision-making skills.
Ability to multi-task and work with many interruptions

Nice To Haves

Accounting degree strongly preferred.
Proficiency of SAP, Ariba, Coupa or any other customer portals for invoice submittals and payment status is a plus.
Previous system conversion experience preferred
Knowledge of scheduling and inventory systems preferred.

Responsibilities

Timely and accurate processing of invoices, credit memos, and monthly statements on customer accounts
Resolve invoicing discrepancies, correcting invoices when necessary, and rescue accounts receivable delinquency.
Customer set up, running credit report and making decisions based on customer’s credit history.
Research and application of unallocated payments
Maintaining telephone and email contact with internal and external customers on receivable matters
Making outbound collection calls in a professional manner while keeping and improving customer relations.
Collect customer payment in accordance with payment due dates.
Identify issues attributing to account delinquency and discuss them with Team Leader/Management
Review and monitor assigned accounts and all applicable collection reports.
Provide timely follow-up on payment arrangements.
Assist with special projects related to the revenue team.
Create invoices for all billable projects.
Maintain monthly reports for hours allocated on projects and project budgets.
Audit orders from backlog report to identify invoicing opportunities.
Create and distribute necessary reports.
Cross train within team for easy coverage of each other.
Prioritize month end billings deadline & meeting forecasted revenue goal.