Accounts Receivable Specialist

Job Description:

Join our team as an Accounts Receivable Specialist and play a key role in keeping our financial operations running smoothly and efficiently. In this dynamic role, you’ll take ownership of the invoicing and collections process, build strong relationships with customers, and ensure timely, accurate cash flow. You’ll collaborate closely with cross-functional teams, contribute to process improvements, and have opportunities to grow your skills in a supportive, fast-paced environment. If you’re detail-oriented, proactive, and thrive on solving problems while delivering exceptional service, this is the perfect opportunity for you. MUST HAVE ACCOUNTS RECEIVABLE EXPERIENCE (Applicants with NO Accounts Receivable experience will not be considered).

Role Description

The Accounts Receivable (AR) Specialist is responsible for managing customer accounts, ensuring timely collection of payments, and minimizing credit risk within a fast-paced wine & spirits wholesale distribution environment. Reporting to the Director of Collections, this role partners closely with sales, customer service, and compliance teams to maintain strong customer relationships while adhering to state alcohol regulations. This position is based in the NYC office.

Primary Responsibilities:

Accounts Receivable & Collections
*Manage a portfolio of on-premise (restaurants, bars) and off-premise (retailers, chains) customer accounts
*Process and apply cash receipts (ACH, check, wire)
*Monitor aging reports and proactively follow up on past due balances via telephone & email
*Negotiate payment plans when needed
*Reconcile customer accounts and resolve discrepancies

Credit Management
*Evaluate credit applications and recommend/assign credit limits
*Monitor customer credit exposure and payment trends
*Initiate credit holds in compliance with company policy and state regulations
*Collaboration with Sales Team regarding account status, risk, and release of orders
*Maintain updated resale certificates and required compliance documentation

Dispute Resolution
*Research and resolve invoice disputes related to pricing, short shipments, breakage, returns, and chargebacks
*Partner with warehouse, logistics, and sales teams to reconcile delivery discrepancies
*Request issuance of credit memos when appropriate

Administration & Compliance
*Maintain department files & accurate AR metrics
*Manage accounts receivable phone queue & email inbox
*Ensure compliance with state alcohol beverage control laws regarding payment terms and credit restrictions
*Perform other job-related duties & ad-hoc projects as required

Professional Requirements
*Associate’s or bachelor’s degree in accounting, Finance, or related field preferred
*2+ years of AR or collections experience (distribution experience strongly preferred)
*Experience with ERP systems (e.g., Microsoft Dynamics 365 Business Central, VIP, SAP, NetSuite) General accounting procedures and organization
*Industry-Specific Knowledge Preferred (e.g., familiarity with three-tier system regulations, knowledge of state specific payment term laws, COD, understanding of wine & spirits distribution operations)
*Strong computer skills (e.g., Microsoft Word, Outlook, Excel etc.)
*Excellent communication and negotiation skills
*Ability to balance customer service with firm collections practices

Skills
*Detail-oriented and organized
*Strong analytical and reconciliation skills
*Professional and confident communicator
*Ability to work cross-functionally with Sales and Operations
*High level of integrity and discretion

Pay Range

$50K - $65K Based on experience (Non-Exempt/Hourly)

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