POSITION SUMMARY
The Staff Accountant will primarily support the AR department by processing new sales orders, building payment plans in the A/R system, and collecting outstanding accounts receivable dollars from the existing client base. This individual will manage the AR inbox, resolve customer billing problems and reduce accounts receivable delinquency. Additionally, this person will be responsible for managing other AR Specialists.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company operates nationally and is growing by the day.
OBJECTIVES
- Monitor AR email inbox throughout workday for new sales orders received and process accordingly
- Respond to AR inbox inquiries related to client accounts, requests for invoice copies, etc.
- Work with Collections team to ensure cash is collected on past due accounts
- Post daily payments received in Invoiced.com
- Build daily deposits from bank reconciliation – post in Netsuite
- Follow up with client base on any declined payment transaction
- Review open accounts for collection efforts
- Make outbound collection calls in a professional manner while keeping and improving customer relations
- Resolve client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner
- Collect customer payments in accordance with payment due dates
- Identify issues attributing to account delinquency and discuss the Accounting team
- Provide timely follow-up on payment arrangements
- Email correspondence to customers to encourage payment of delinquent accounts
COMPETENCIES
- Highly proficient with Invoiced.com
- Intermediate to advanced Excel skills
- Ability to engage a client who has been unresponsive
- Ability to maintain a high volume inbox and keep track of requests and inquiries
- Understanding of various payment plans and how to create and enforce them
- Strong record keeping and research skills to maintain important information that can be easily accessible
- Possess intermediate NetSuite ERP experience
- Ability to handle reporting for products, past due payments in NetSuite
EDUCATION AND EXPERIENCE
- At least 2 years’ AR experience including interaction with a large customer base
- Proficiency in Quickbooks (Web & Desktop) or similar accounting software
- Proficiency in Netsuite or similar ERP Software
10X TOTAL REWARDS
We offer a comprehensive benefits package for full-time employees that includes:
- Medical, dental, and vision for FT positions and their dependents
- Vacation and sick time policy that increases based on tenure with the company
- Three work from home days per month (4/month during June-August)
- Employee Assistance Program through Guardian
- 401k with Company match (estimated to launch in Q1 2025)
- Pet Insurance through SPOT for your 10X pets!
- Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
- Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
- Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
- Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
- Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
PHYSICAL REQUIREMENTS
- Extended periods of time sitting at a desk or computer
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
