AR Lead Specialist

Summary

Join Botanic Tonics as our Lead AR Specialist and oversee all Accounts Receivable (AR) operations, including Direct Store Delivery (DSD) and Corporate Store AR functions. Lead and mentor the AR team, ensuring timely and accurate reporting and maintaining AR-related financial accounts. Drive effective follow-up processes and utilize strong organizational skills and attention to detail. The ideal candidate will possess strong leadership abilities to manage AR operations efficiently. This role requires managing communication, completing credit checks, reporting on late payments, overseeing cash application, generating reports, and analyzing AR data. Collaboration with internal and external stakeholders is crucial.

Requirements

• Minimum of 5–8 years of experience in accounts receivable or related fields
• Proficiency in AR systems and financial software (e.g., Salesforce, ERP systems)
• Strong analytical, organizational, and problem-solving skills
• Excellent communication and interpersonal abilities
• Detail-oriented with a focus on accuracy and timeliness

Responsibilities

• Oversee and manage the DSD and National Account/Corporate Account AR functions
• Supervise and guide Sr AR Specialist to ensure smooth operations
• Manage communication for DSD accounting emails and invoicing, delegating tasks to the appropriate team members
• Complete credit checks and other support needs as part of onboarding new Corporate Store accounts
• Report on late or missing payments, providing updates to the relevant stakeholders
• Send account statements to larger National Account Customers and ensure prompt follow-up for outstanding balances
• Follow up on Non-Sufficient Funds (NSFs) and ensure timely resolution
• Oversee the accurate application of cash to the AR subledger
• Ensure timely and precise reporting and reconciliation of AR-related financial accounts, including: AR Subledger Aging by customer and DSD. Reserve analysis and timely follow-up on aging items
• Prepare and review credit checks for new corporate customers
• Generate weekly aging and reconciliation reports, ensuring accuracy and alignment with Salesforce data
• Analyze AR aging data and provide insights to improve collections and reduce overdue accounts
• Act as a liaison between the AR team and internal/external stakeholders, fostering clear communication and collaboration
• Provide training and development opportunities for AR staff to enhance team performance and efficiency

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• Supervisory or team leadership experience