Finance Clerk for Accounts Receivable and Customer Relations

1 month ago


Burlington, Ontario, Canada Ippolito Group Full time
Job Overview

We are seeking a highly skilled Finance Clerk to join our team at the Ippolito Group of companies. This is an exciting opportunity to work in a dynamic office environment and contribute to the success of our organization.

About Us

The Ippolito Group has been a leading player in the produce business for over 75 years, with a strong reputation built on family values and exceptional service. We pride ourselves on providing a positive and supportive work environment that fosters growth and development.

Job Summary

The Finance Clerk will be responsible for managing our Accounts Receivable portfolio, ensuring timely processing and accurate customer records. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Monitor and maintain our Accounts Receivable portfolio of Canadian and US funds.
  • Credit adjudication on new accounts to determine creditworthiness and set up new accounts.
  • Monitor outstanding sales orders to ensure timely invoicing.
  • Utilize third-party software to process EDI orders correctly.
  • Create and send weekly service invoices with backup documentation.
  • Daily cash application to appropriate accounts, maintaining accurate customer records.
  • Investigate payment discrepancies and utilize customer portals to pull reports and submit claims.
  • Review account aging weekly and send statements to customers, following up on unpaid overdue invoices.
  • Manage the monthly AR meeting, prepare and present reports to Senior Leadership and Sales, and send follow-up emails with meeting minutes.
  • Adjust sales orders as requested, with attention to live inventory management.
  • Prepare daily bank deposits.
  • Maintain positive relationships with customers, vendors, and internal partners.
Requirements
  • Minimum 2-3 years' experience with accounts receivable and accounts payable.
  • Post-secondary education degree/diploma in business, accounting, or a related field (an asset).
  • Previous experience in the food industry (an asset).
  • High volume invoicing experience (preferred).
Skills and Abilities
  • Strong attention to detail and high level of accuracy.
  • Ability to set priorities to meet deadlines and schedules.
  • Analytical and problem-solving skills.
  • Capacity to multi-task.
  • Proficient interpersonal skills and ability to communicate effectively with various stakeholders.
  • Highly proficient in a digital environment with strong computer skills.
Working Conditions

This role works in a vibrant office environment and requires coordination of numerous activities. We offer a competitive salary and benefits package, along with opportunities for professional growth and development.



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