Accounts Receivable Generalist

Job Description

Accounts Receivable Generalist | Nelson-Jameson, Inc

The Tone:
This is a full-time role at Nelson-Jameson, Inc, located in Marshfield, WI. Nelson-Jameson has been a trusted partner in the food manufacturing industry since 1947, providing high-quality products and innovative solutions to help businesses maintain top standards. This role is crucial for maintaining the company’s financial health by ensuring timely collections, accurate ledger reconciliations, and steady cash flow, directly impacting the business’s stability and growth.

The TL;DR
• Role: Early Career
• Type: Full-Time
• Location: In-person Marshfield, WI
• Pay: $21 hourly
• Team: Collaborates with commercial development and accounting teams
• Mission: Manage a designated customer account portfolio to support overall financial health and ensure timely collections.
• Tech Stack: Epicor P21 ERP system, Microsoft Excel or Google Sheets

What You’ll Actually Do
• Account Management: Proactively manage a portfolio of customer accounts to reduce outstanding receivables and improve cash flow.
• Payment Processing: Process and accurately apply customer remittances within the accounting system to keep ledgers current and reconciled.
• Risk Mitigation: Assess customer creditworthiness, monitor credit limits, and recommend adjustments to payment terms to mitigate financial risk.
• Discrepancy Resolution: Respond to customer billing inquiries, resolve payment discrepancies, and generate necessary debits or credits.
• Order Clearing: Efficiently review and clear customer orders placed on credit hold, balancing risk mitigation with prompt service delivery.

The Must-Haves
• Background: High school degree or equivalent with practical background in credit, collections, and account reconciliation.
• Experience: 1+ year(s) of experience in accounts receivable, collections, or general accounting.
• Skills: Strong working knowledge of Microsoft Excel or Google Sheets for tracking and data entry.
• Bonus: Associate degree or higher in Accounting, Finance, or Business Administration; 3+ years of relevant experience; proven ability to handle difficult collection conversations professionally; hands-on experience using Epicor Prophet 21 (P21) or similar ERP accounting software; strong self-motivation and organizational skills with a track record of managing a high volume of accounts independently.