Insight Investments Corporate Office - Costa Mesa, CA

  • A/R Specialist

    Job Locations US-CA-Costa Mesa
    Job ID
    2019-1437
    Type
    Regular Full-Time
    Division
    Insight Investments
  • Responsibilities

    • Prepare, analyze and review lease contracts for the purpose of booking and billing through Leasewave , our leasing software; produce and maintain accurate and timely results
    • Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
    • Analyze, verify and process all credit rentals, credit memos, and write-offs related to contract billing adjustments timely and accurately to the appropriate general ledger
    • Process mass monthly billing by submitting system-generated rental invoices via mail, email & through multiple vendor portals
    • Participate in month-end close process, ensuring reconciliation, buyouts, booking and billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are complete and posted to the appropriate accounting period
    • Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
    • Analyze data on the Aging Report daily and prioritize accounts to be worked on; work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
    • Explain and/or resolve routine to complex billing or collection related issues & questions
    • Explain basic lease terminology
    • Handle in/out bound communications via phone and/or email in a timely & professional manner
    • Establish goals both individually and within a team-based environment

    Qualifications / Education

    • Moderate proficiency with MS Word and MS Excel
    • Knowledge of LeaseWave and Microsoft Great Plains preferred
    • Must have strong understanding of basic Accounting principles
    • Minimum of 4-5 years of continuous accounting experience
    • A background in Accounts Receivable is preferred
    • Leasing or other Finance industry experience a plus

     

    Skills

    • Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
    • Must be highly motivated individual with high level of initiative and an attitude of willingness
    • Must be team player willing to assist others at all levels of the organization
    • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
    • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
    • Strong attention to detail
    • Ability to communicate effectively on a one-on-one basis or in group setting

     

     

    Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

    Division

    Insight Investments

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