Company Overview
firstPRO delivers innovative talent solutions designed to address the most pressing workforce challenges faced by today’s organizations. Our commitment lies in crafting tailored strategies that support evolving business needs across a range of industries. We offer comprehensive services including Professional Services, Staff Augmentation, and both Contingent and Retained Executive Search.
Our specialized delivery teams provide expertise in the following core areas:
-
Accounting & Finance
-
Technology, Digital & Creative
-
Business Operations & Administrative Support
-
Supply Chain & Logistics
Key Responsibilities:
-
Oversee billing and cash application functions utilizing Microsoft Dynamics 365 (D365), ensuring timely and accurate processing of all transactions.
-
Apply incoming customer payments, investigate and resolve payment discrepancies, and generate necessary debit or credit memos to correct account balances.
-
Monitor aging reports and actively follow up on past-due accounts. Collaborate with internal departments and escalate collection issues when needed to ensure timely resolution.
-
Review and approve new customer credit applications, establish credit limits, and accurately set up new customer accounts within the system. Maintain up-to-date and accurate customer account records.
-
Investigate and resolve billing issues, including disputes, deductions, and inconsistencies between invoiced and paid amounts, working closely with both internal stakeholders and external clients.
-
Maintain organized and complete credit files, ensuring all supporting documentation is current—including resale certificates, tax-exempt forms, and credit references.
-
Collaborate with cross-functional teams, including sales, customer service, and operations, to resolve issues efficiently and maintain positive customer relationships.
-
Generate and analyze reports related to accounts receivable aging, payment trends, reconciliation variances, and collection performance to support financial visibility and decision-making.
-
Provide support in accounts payable functions as needed, assisting with cross-training efforts and contributing to various team initiatives and special projects.
Qualifications:
-
High school diploma or GED is required; additional education in Accounting, Finance, or a related field is strongly preferred.
-
A minimum of 4 to 6 years of hands-on experience in accounts receivable, billing, and collections within a corporate environment.
-
Proficiency in Microsoft Dynamics 365 (D365) is required; strong skills in Microsoft Excel are also essential. Familiarity with online banking portals is a plus.
-
Strong analytical and problem-solving abilities, with keen attention to detail and a commitment to accuracy.
-
Excellent written and verbal communication skills, with the ability to handle customer interactions professionally and maintain strong relationships.
-
Ability to manage multiple tasks, prioritize responsibilities, and consistently meet deadlines in a fast-paced, team-oriented environment.