Accounts Receivable Specialist

Summary

Join Once Upon a Farm as an Accounts Receivable Specialist and contribute to efficient financial processes. You will manage cash applications, resolve customer deductions, and process invoices using Sage X3 and other systems. This role requires strong analytical and problem-solving skills, proficiency in Microsoft Excel, and 1-2 years of relevant experience. The position is remote-first, offering a competitive salary, comprehensive benefits, and a supportive work environment focused on improving childhood nutrition. You will collaborate with cross-functional teams, identify trends, and provide actionable insights to enhance financial operations. The ideal candidate is detail-oriented, organized, and passionate about the company's mission.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field, or equivalent years of experience, required
• 1-2 years of relevant Accounts Receivable experience or analytics experience
• Advanced proficiency with Microsoft Excel, including pivot tables and VLOOKUPs, specifically in a supply chain environment
• Ability to work independently in a remote environment, with little to no supervision while performing duties
• Strong time management, planning, and organizing skills
• Strong listening, verbal communication, and written communication skills
• Ability to proactively identify and resolve problems in a fast-paced environment
• Solid knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms
• Must reside in the United States to be considered for this position

Responsibilities

• Manage cash applications within the organization
• Create credit memos for deductions and import to Sage
• Assist with AR Aging and collection by disputing any past-due invoices through customer portals
• Process AR invoicing in Sage and EDI transactions
• Request monthly balance statements from customers
• Provide customer invoice aging statement requests
• Accurately identify, validate, and clear customer deductions according to established business processes and timelines
• Be responsible for the timely, accurate, approved entry and maintenance of trade promotions in Tellus, the trade promotion system
• Research and resolve trade deductions including overages, reclamations, damages, freight, fines, product returns, and other non-promotional deductions
• Identify deduction trends at the customer level and communicate such trends, helping to develop recommendations for the team to review and implement
• Build favorable, strong working relationships with key constituents and cross-functional partners (e.g., Sales, Sales Finance, Customer Broker Services)
• Develop monthly and ad-hoc reports, as needed, to provide data to internal teams

Preferred Qualifications

• Preferably located in the Pacific Time Zone
• Experience with Sage X3 or other ERP systems is a plus
• Previous exposure to cross-functional work between Sustainability and Finance preferred
• Desire to contribute to a dynamic high-growth, purpose-driven work environment

Benefits

• Remote-first work environment
• Annual Bonus
• 401(k) program + 4% company match after three months
• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance
• Monthly Cell and Internet Stipend
• Quarterly Farm-to-Fridge home deliveries and Employee Discounts
• New Parents: Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon A Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey
• Unlimited Paid Time Off
• Paid Volunteer Time
• Paid Time Off to fulfill civic responsibilities including jury duty and voting in local, state, and national elections
• Medical Insurance for the employee covered at 100% on select plans with additional plan options at a reduced cost to the employee
• Vision and Dental Insurance covered at 100% for the employee and dependents
• Life insurance
• Flexible spending account (Medical & Dependent Care) and Health savings accounts for applicable plans
• Employee assistance program (EAP)
• All other benefits, leaves, and insurance as required by law, based on your specific residence