AR Analyst (Fullerton, CA)

Summary: Avocado Green Brands is a mission-driven lifestyle and eco-luxury brand focused on sustainability and quality. They are seeking an AR Analyst to join their Accounting and Finance team, responsible for managing cash flow, resolving billing disputes, and optimizing processes through technology. Responsibilities: - Generating, verifying, and issuing accurate invoices to clients for goods or services rendered - Accurately recording incoming payments (wires, ACH, checks, credit cards) to the correct customer accounts and specific invoices in the accounting system - Proactively contacting clients regarding past-due accounts via phone or email, negotiating payment plans, and escalating severely delinquent accounts to management or external collection agencies when necessary - Investigating and resolving billing discrepancies, short payments, unallocated cash, and customer disputes - Analyzing deductions taken by customers (e.g., for damaged goods or promotional discounts) to determine if they are valid and processing the necessary credit memos - Preparing weekly and monthly financial reports, most notably the Accounts Receivable Aging Report, and analyzing metrics like Days Sales Outstanding (DSO) to assess the efficiency of the collections process - Assessing the creditworthiness of new customers by reviewing credit reports and financial statements to establish appropriate credit limits and terms - Identifying bottlenecks in the billing or collections process and recommending solutions to improve efficiency, accuracy, and cash flow Required Qualifications: - Strong knowledge of ERP systems (like SAP, Oracle, or NetSuite) - Advanced proficiency in Microsoft Excel (VLOOKUPs, pivot tables) - Excellent written and verbal communication skills for navigating sensitive financial discussions with clients - The ability to spot trends in payment behaviors and investigate complex account discrepancies - High accuracy in data entry and financial reconciliation - Ability to effectively communicate internally and externally - Regular and predictable attendance - Must be able to remain stationary 60% of the time - This role involves moving throughout the office and manufacturing space to meet with different team members - Constantly operates a computer and other office machines such as printers and tablets - This role frequently communicates with team members and leaders regarding performance, risks, and priorities Required Skills: ERP systems, Microsoft Excel Important Skills: Analytical Thinking Benefits: Medical (HMO, PPO, HSA), Dental, Vision, 100% Employer Paid Life Insurance, 401(k) with employer match, PTO, Volunteer days, Employee Product Purchase Program, Annual Bonus Plan, Training and Tools to be successful along with a strong partnership from your peers and leaders, Employee Wellness Program, Referral Bonus, Opportunity to grow