Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.

• Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.

• Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.

• Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

• Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.

Tasks required:

• Customer Account Set-Up:
• Ensure accurate onboarding of all customer accounts with proper documentation.
• Maintain updated records in the company portal and Xero.
• Update and manage banking information in RBC Express for PAD (Pre-Authorized Debit) pulls.
• Invoicing:
• Ensure all customer invoices are processed and closed weekly in Xero, including proper application of sales tax and charges.
• Post customer credits accurately each week.
• Manage special charges (volume discounts, credit card fees, late payment fees) on customer accounts.
• Accurately bill customers for all 3PL (Third-Party Logistics) services.
• Cash Receipts:
• Apply cash receipts to customer accounts and open invoices daily.
• Collections:
• Send monthly customer statements.
• Conduct weekly collection calls.
• Maintain the AR Watch List for delinquent accounts and update by Tuesday mornings.
• Communicate any invoice disputes to the CX Team in a timely manner.
• Other Duties:
• Provide ad-hoc reports related to AR, collections, and cash receipts.
• Follow established company and finance SOPs.
• Assist with GST filings

Requirements:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Minimum 5 years of experience in Accounts Receivable (required)
• Proficient in Xero and online banking platforms (e.g., RBC Express)
• Strong communication and organizational skills
• Self-motivated with the ability to work independently in a remote environment
• Excellent organizational and time-management skills.
• Good English communication skills, both written and verbal
• Highly organized, and able to efficiently prioritize multiple tasks