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- Accounting & Finance Coordinator- Roseville
Accounting & Finance Coordinator- Roseville
General information
Description & Requirements
RENEWAL BY ANDERSEN SUMMARY:
- Accountable for managing AR with a focus on minimizing bad debt expense while ensuring high levels of homeowner satisfaction and maintaining lowest level of AR possible at all times.
- Enters payments from homeowners & enters labor payments to our partners
Makes decisions on collections and works with managers on escalated cases involving final demand letters, property liens, etc.
Responsible for managing and auditing accounts and access to 3rd party finance lender portals and admin payment portal.
Maintains and reviews key performance indicators (KPI’s). Audit and investigate as appropriate. Support and document implementation of process changes.
Cross-training and assisting in other areas of the business as decided by supervisor.
Investigates and resolves discrepancies involved with payments, refunds, financing, and business adjustments.
Responsible for training of all team members in retail location for process payments in portals and Salesforce. Maintain training documentation for successful onboarding of new team members. Serve as POC for Corporate communications and partnering related to payments process at location
- Minimal direction of others, unless training another on tasks.
- High School diploma or equivalent plus a minimum of 1 year Accounting/Finance experience.
Advanced phone etiquette including qualified talk tracks involved in escalated collection calls with homeowners
Advanced word processing and spreadsheet skills
Demonstrates ability to work and contribute in a team environment.
Strong verbal and writing skills.
Customer Orientation
Flexibility & Positive outlook
Negotiation Skills
Detail Orientation
CULTURE AND BENEFITS: