Credit Specialist (Waunakee-Hybrid)

Department: Accounting

FLSA Status: Hourly

Reports to: Accounting Supervisor AP/AR

Supervises: —

Apply Online with Resume Apply Online Download Application Download Job Description

Purpose and Objectives:

The Credit Specialist will perform a variety of accounting tasks for Accounts Receivable, General Accounting and Credit Review. They will assist in the application of accepted accounting procedures to maintain accounting records and files. Must be highly organized with strong attention to detail, comfortable with multi-tasking, have strong interpersonal communication skills, and maintain a high level of confidentiality.

Duties/Responsibilities:

  • Apply payments for all customers and or appropriate General Ledger Account within CSI.
  • Process checks received via mail through the bank website and local scanner and post payments in ERP system.
  • Receives daily emails detailing Walmart US and Walmart Canada current remittance spreadsheets. Apply checks in ERP system and updates all corresponding Excel files including the Walmart US shortages and returns worksheet.
  • Assist in sending out customer correspondence including proof of deliveries & payment requests.
  • Review A/R aging to ensure customer accounts are current. Send monthly statements to past due accounts via email. Review balances remaining after payment is applied and complete Chargebacks or Credit Memos as needed.
  • Maintain accrual files for each customer to ensure accurate amounts are being deducted and accrued for defectives and program dollars.
  • Review all customer compliance deductions and forward them to the correct internal department for correction, justification, or improvement. Notify the customer when we deny or challenge the claim.
  • Maintain Direct Import payment schedule for all customers. Process Direct Import receiving, shipping, and invoicing in CSI as scheduled each month.
  • Update Today’s Cash file daily with current payment information from all customers.
  • Send electronic aging reports to credit reporting agencies and update A/R balances for all major accounts monthly.
  • Review customer post audit claims: investigate within accounting file information and contact other internal departments for backup or verification for payment or denial. 
  • Process all DOTCOM customer payments and assist with creation of uploads for new customers. Includes a review of the deductions to make sure they are processed to the correct G/L account or denied promptly. Work closely with Information Systems team on missing or erroneous invoices.
  • Review PayPal payments for eBay and Kate and Laurel payment processing.
  • Access all customer websites for payment information, deduction detail and claim creation.

Accounts Payable - Specific Duties & Responsibilities

Back Up/Cross Train:

  • Process Flexport Invoices for Landed Cost Freight, Duty, Brokerage and Insurance.

  • Process and follow up on disputes with them for billing errors.

  • A/P Accounting Assistant when needed; match & enter invoices against existing Purchase Orders within ERP system. Review invoices for matching against approved purchase orders and route items for proper approval when a variance occurs.

  • Review non-purchase order invoices for receipt, proper general ledger account coding and expenditure approvals. Process valid invoices in ERP system. Correct miscellaneous charge distributions as necessary. 

  • Post vouchers to general ledger daily.

  • Help create and maintain the VISUAL LEASE Module for all Uniek Inc leases.

Amanti Art - Specific Duties & Responsibilities

  • Back UP/Cross Training:
    • Amanti Art Accounting Assistant when needed; match & enter invoices against existing Purchase Orders and apply payments in Accounts Receivable.

General Accounting - Specific Duties & Responsibilities

Assist Controller and Cost Accountants with a variety of accounting tasks including, but not limited to:

  • Reconcile cash accounts monthly to confirm month-end balance.
  • Assist in the preparation of monthly financial statement books.
  • Assist in annual financial audit for A/R, Inventory Testing, and other areas as needed.
  • The position will assist the Accounting Supervisor AP/AR, Controller, Accountants, and President in the participation and completion of other tasks and projects as needed.

Qualifications:

  • A minimum of four-year Bachelor’s Degree in Business or equivalent experience is preferred.
  • 5-10 years of accounting AR experience, preferred.
  • Above average math skills are required.
  • Good problem-solving skills are required.
  • Proficiency in the operation of a PC is required.
  • Working knowledge of Microsoft Word, Excel, Office 365, and Internet required.
  • Experience with Infor CSI and QuickBooks, preferred.
  • Good oral and written communications skills are required.
  • Good organization and prioritization skills.
  • Ability to establish and maintain effective working relationships with co-workers.
  • Attention to detail and a high level of confidentiality is a must.
  • Self-motivation in seeking duties and completing tasks preferred.
  • Conform to rules of conduct outlined in Uniek Employee manual.
  • Ability to understand and follow complex oral and written instructions and technical terminology.

We offer an excellent benefits package to include paid vacation; paid sick time; holiday pay, health, dental, and vision insurance; paid Short Term Disability, Basic Life and AD&D insurance; Flexible Spending Account (medical & dependent); supplemental life and AD&D; Long Term Disability and 401K with company match.

Interested and qualified candidates should send resume for consideration.

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.