Accounts Receivable Lead

Description

FORSHAW has an immediate need for a dynamic, team-oriented individual in our Charlotte, NC office. This position will play a key role in enhancing and executing core accounts receivable and cash application functions while working collaboratively throughout the organization. A commitment to process improvements and accuracy, coupled with a commitment to outstanding customer service (internal and external) will make you the ideal candidate. 

FORSHAW is a third-generation family-owned company that has experienced significant growth driven by strong customer relationships and the establishment of strategically located operations to best support our customers’ needs. Technology plays a key role in the success of FORSHAW and our recent, successful implementation of Microsoft Dynamics 365 (Business Central) helping define our commitment to success and growth. Most importantly, our Mission of Supplying Confidence to our Partners is embedded in all that we do and helps guide our decision-making processes. 

If you are ready to be part of a team that values work-life balance and celebrates success, we invite you to explore the opportunity below.

Key Responsibilities

• Maintain accurate and organized records of all incoming payments; ensure timely and correct application of receipts to customer accounts based on remittance advice; research and resolve unapplied or unallocated cash with minimal oversight.
• Proactively resolve payment issues, including declined credit card transactions, returned checks, and over/under payments, ensuring timely communication and resolution.
• Take ownership of the shared Accounts Receivable mailbox; monitor and respond to inquiries, ensuring prompt and professional follow-up on outstanding items.
• Oversee the daily invoicing process; manage summary invoices for key customers on a weekly basis and ensure timely generation and distribution of monthly statements.
• Proactively identify customer accounts in need of attention, take action to address past due accounts, and communicate with the department and sales leadership; ensure actions and follow-up are documented and completed in a timely and professional manner.
• Manage the customer setup process by entering new accounts in accordance with Company practices and flagging any potential issues or inconsistencies.
• Recommend and help implement process improvements based on insights gained during daily AR activities; contribute to documentation and team alignment on updates.
• Serve as a reliable resource for teammates by sharing knowledge, promoting consistency, and modeling best practices in day-to-day work.
• Perform additional responsibilities and support departmental initiatives as assigned.

Requirements

Qualifications

• A minimum of five years of relevant Accounts Receivable experiences with a minimum of an Associate’s degree; Bachelor’s degree is preferred.
• Experience with Microsoft Dynamics 365 (Business Central) is highly preferred.
• Proficiency in Microsoft Excel, including pivot tables and VLOOKUPs; solid working knowledge of Outlook and Word.
• Strong written and verbal communication skills, with the ability to collaborate across departments and maintain professional customer interactions.
• Process-driven mindset with strong attention to detail and the ability to identify and act on opportunities for improvement.
• Comfortable serving as a resource to peers by sharing knowledge and promoting consistency in day-to-day work.
• Self-motivated, dependable, and able to manage tasks with a strong sense of ownership and urgency.
• Committed to continuous learning, team collaboration, and high-quality execution.
• Demonstrated track record of initiative, accuracy and integrity when working in an office setting or remotely (hybrid schedule will be a consideration after successfully displaying professional competence).