Accounts Receivable Specialist

Reports to: Business Unit Controller

FLSA Status: Non-Exempt

The Company

Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people. We know that business is earned – never given – and that’s why we’re serious about what we do. Working together, we’ll co-create lasting growth by defining big visions and hammering down little details. Our resources streamline business processes and provide access to a network of teams with extensive industry experience.

Our overall mission is simple: we want to create value and make a difference every day in our journey to be the best HVAC sales and service organization in North America. We believe we can succeed in that mission by being the BEST provider for our clients, the BEST partner for manufacturers, the BEST company for our employees, and the BEST investment for our current and future shareholders.

The Opportunity 

We are looking for an experienced AR Specialist to join our team. A successful individual combines excellent analytical skills with a thorough knowledge of Accounts Receivable and Credit. Must be detail oriented, a self-starter, and have excellent organizational skills. Position requires a high level of correspondence with our sales force, and with customers & vendors. Accuracy a must. HVAC experience a plus. Must be strong in Excel and other Microsoft applications, and be able to work well with others in a fast-paced environment, high growth environment.

• Support month-end activities and year-end close process
• Develop and document business processes
• Cash Receipts Application
• Lien Notice of Intent Administration
• Customer account reconciliation and maintenance
• Work with Credit Manager on specific tasks
• Make collection calls
• Update customer information
• Send out customer statements
• Collect and maintain sales tax exemption certificates
• Other functions at times may include: Billing /Accounts Payable
• Assist with special projects and added reporting as needed

• Experience applying customer cash receipts
• Demonstrated proficiency with Microsoft Excel and automated accounting systems, with MS Great Plains preferred
• Work well and conduct business in a group environment
• Highly organized and detail oriented with the ability to manage multiple tasks
• Ability to maintain confidential information
• Ability to work independently with minimal supervision
• Have a positive attitude
• Be detail oriented

Other Skills & Abilities

  Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Meriton is an Equal Opportunity Employer