Order-to-Cash Processing Specialist
The Planet Group, Westborough, MA, United States
Inventory / has worked at a company that makes a product
Has worked with customers on order, shipping, and other issues
Excel (comfortable with functions, lookups, power queries)
Nice to have
Associate's or Bachelor’s degree in Accounting QuickBooks The Order-to-Cash Processing Specialist is responsible for overseeing and managing the end-to-end process of customer orders, from order entry to payment collection. This role requires strong attention to detail, excellent communication skills, and the ability to work collaboratively with various teams. Responsibilities
Manage the complete order to cash process from order reception to final payment. Coordinate with sales, finance, and customer service teams to ensure smooth order processing, payment terms and collections. Process AR billings, adjustments, and write offs. Ensure the completeness and accuracy of invoices in the AR system. Verify and validate customer order information and pricing. Handle customer inquiries and resolve issues related to orders and payments Reconcile customer accounts and ensure compliance with financial regulations. Monitor aging reports and follow up on outstanding balances. Prepare and analyze reports on order status, receivables, and cash flow. Identify opportunities for process improvement to enhance efficiency and customer satisfaction. Order Fulfillment – picking and packing ordered items and shipping them to the Customer. General Accounting
Complete monthly journal entries. Complete Credit Card matching and reconciliation. Complete monthly Sales Agent commissions. Assist with a range of ad-hoc financial and administrative duties as required. Qualifications
Associate’s or Bachelor’s degree in Accounting or related preferred. 2+ years of experience in AR and inventory management. Proficient in QuickBooks and Excel (comfortable with functions, lookups and power queries) Salary range is 70-85k based on years of relevant experience
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Associate's or Bachelor’s degree in Accounting QuickBooks The Order-to-Cash Processing Specialist is responsible for overseeing and managing the end-to-end process of customer orders, from order entry to payment collection. This role requires strong attention to detail, excellent communication skills, and the ability to work collaboratively with various teams. Responsibilities
Manage the complete order to cash process from order reception to final payment. Coordinate with sales, finance, and customer service teams to ensure smooth order processing, payment terms and collections. Process AR billings, adjustments, and write offs. Ensure the completeness and accuracy of invoices in the AR system. Verify and validate customer order information and pricing. Handle customer inquiries and resolve issues related to orders and payments Reconcile customer accounts and ensure compliance with financial regulations. Monitor aging reports and follow up on outstanding balances. Prepare and analyze reports on order status, receivables, and cash flow. Identify opportunities for process improvement to enhance efficiency and customer satisfaction. Order Fulfillment – picking and packing ordered items and shipping them to the Customer. General Accounting
Complete monthly journal entries. Complete Credit Card matching and reconciliation. Complete monthly Sales Agent commissions. Assist with a range of ad-hoc financial and administrative duties as required. Qualifications
Associate’s or Bachelor’s degree in Accounting or related preferred. 2+ years of experience in AR and inventory management. Proficient in QuickBooks and Excel (comfortable with functions, lookups and power queries) Salary range is 70-85k based on years of relevant experience
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