Traditional Medicinals
AR Claims Specialist
Accounting and Finance - Petaluma, CA - Full Time
SUMMARY
We are looking for an experienced and dependable Accounts Receivable Claims Specialist with at least 2 years of AR and deduction claims experience to join our Accounting team. This role is ideal for someone who has an investigative mindset and is comfortable navigating through various systems. Success in this role requires strong attention to detail, a proactive and positive attitude, and excellent communication skills, both written and verbal, as you’ll regularly interact with internal teams across departments. Proficiency in MS Office, especially Excel, ERP systems and accounting principles are essential
ESSENTIAL FUNCTIONS
REQUIREMENTS
Experience/Education:
This position is based in Rohnert Park, CA. Office hours are Monday through Friday, 8:30 – 5:00 pm. This is a hybrid role offering the flexibility to occasionally work remotely. Expected in-offices days are Tuesday, Wednesday and Thursday. Subject to change.
Physical/Mental Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision
Traditional Medicinals, Inc. and its subsidiaries are proud equal-opportunity employers. We wholeheartedly embrace authenticity, diversity, and people's differences. We acknowledge, celebrate, and support individuality to the great advantage of our consumers, our stakeholders, our products, and the planet. We are committed to building an inclusive workplace for all our people.We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Compensation range is $23.00 - $30.00
Compensation is determined based on non-discriminatory, business-related factors, including but not limited to, training, experience, education and/or professional certifications, geographic location, and market data.
We are looking for an experienced and dependable Accounts Receivable Claims Specialist with at least 2 years of AR and deduction claims experience to join our Accounting team. This role is ideal for someone who has an investigative mindset and is comfortable navigating through various systems. Success in this role requires strong attention to detail, a proactive and positive attitude, and excellent communication skills, both written and verbal, as you’ll regularly interact with internal teams across departments. Proficiency in MS Office, especially Excel, ERP systems and accounting principles are essential
ESSENTIAL FUNCTIONS
- Review unplanned deductions taken by customers to determine nature of claim and validity
- Gather backup documentation for submitting claim for repayment utilizing each customer’s dispute resolution process and/or through SupplyPike
- Proactively conduct research and navigate through various systems
- Prepare and submit dispute claims
- Monitor status of claims and update various trackers
- Coordinate with other stakeholder departments within the organization to resolve recurring issues identified through dispute resolution process
- Assist in the development of monthly reporting
- Generate and distribute dispute claims status reports to key stakeholders
- Prepare, process, and apply payments and deductions for specific customers
- Maintain written procedure documentation for job related tasks
- Participate in continuous improvement activities
- Assist with month-end and year-end closings and prepare various reports and/or analysis
- Other duties as assigned
REQUIREMENTS
Experience/Education:
- Two years’ experience in accounts receivable for manufacturing or wholesale company
- Associate’s degree in Accounting or equivalent education/experience
- Freight Claims experience strongly preferred
- Deduction Claims experience highly valued
- Knowledge/Abilities/Skills:
- Understanding of basic accounting principles
- Excellent organization skills, attention to detail
- Ability to effectively manage competing priorities and meet deadlines
- Excellent verbal and written communication skills
- Self-starter requiring limited task supervision
- Strong team player
- Excellent interpersonal skills
- Quick learner and quick thinker
- Commitment to and ability to demonstrate TM’s Company values: humility, respect, quality, collaboration, innovation and sustainability
- Demonstrated ability to maintain confidentiality of sensitive information
- Proficient with accounting and ERP systems such as Dynamics AX / D365
- Experience with SupplyPike and TradePro highly valued
- Intermediate level skills with MS Office Excel managing large amounts of data including formulas, pivot tables, index match, etc.
- 10-key proficiency
This position is based in Rohnert Park, CA. Office hours are Monday through Friday, 8:30 – 5:00 pm. This is a hybrid role offering the flexibility to occasionally work remotely. Expected in-offices days are Tuesday, Wednesday and Thursday. Subject to change.
Physical/Mental Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision
Traditional Medicinals, Inc. and its subsidiaries are proud equal-opportunity employers. We wholeheartedly embrace authenticity, diversity, and people's differences. We acknowledge, celebrate, and support individuality to the great advantage of our consumers, our stakeholders, our products, and the planet. We are committed to building an inclusive workplace for all our people.
Compensation range is $23.00 - $30.00
Compensation is determined based on non-discriminatory, business-related factors, including but not limited to, training, experience, education and/or professional certifications, geographic location, and market data.
