Staff Accountant

Job Purpose: 

This position will assist both Senior and Staff Accountant with AR and AP duties and assist the Accounting Supervisor with collections. 

Accounts Receivable:

· Responsible for credit holds, AR requests from Project Managers, Shipping and Customer Service relating to customer accounts

· Responsible for ensuring all invoices and supporting documents are saved in job files

· Responsible for new customer set up: collecting paperwork from customers, credit checks (references and pulling Dun & Bradstreet reports), completing vendor supplier forms and setting up new customer accounts

· Responsible for posting Customer payments and bank transfers

· Assist with processing invoices

Accounts Payable

· Assist with invoicing

· Assist with issuing checks

· Responsible for setting up new vendors accounts in ERP system

Collections

· Make outbound collection calls and/or email correspondence in a professional manner while keeping and improving customer relations

· Document correspondence in ERP system and save necessary documents in customer master file

· Identify issues attributing to account delinquency and maintain documentation to discuss with Supervisor 

· Email monthly statements to customers to encourage payment of delinquent accounts

General

• Participate in process improvement initiatives and procedural updates.
• Adheres to all company policies, procedures, principles, and business ethics codes. 

Measurements:

· Prompt response/action and accuracy.

· Reduced delinquent accounts.

· Customer accounts updated

Education and Experience:

• Five (5) years of prior accounting experience in accounts receivable and accounts payable
• Two (2) years of experience in collections

Soft Skills: 

• Strong communication, problem solving, and analytical skills required 
• Ability to work independently and to adapt to a fast-changing environment
• Multi-tasking abilities
• Professional phone etiquette
• Customer service skills
• Must have attention to detail with an eye for accuracy
• Self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency

Hard Skills: 

• Proficient with Microsoft Office products (primarily Outlook, Excel and Word)
• Experience with ERP software, preferably Epicor 
• Experience with Avalara preferred

More About Us

Cates Control Systems was founded over 40 years ago and is an award-winning systems integration company that partners with manufacturing firms to develop and implement automation solutions to increase production, improve quality and reduce costs. Our customers are extremely diverse and spread all over North America (and a few internationally). Our customers make roofing shingles, fry potato chips, roast coffee, process poultry and beef, distill water, bottle apple juice, and ship all over the world.

Cates is committed to delivering quality solutions that we stand behind through service and support. Our vision is to positively impact the lives of others. We are a fun, friendly company with a strong family atmosphere and 12 core principles that guide us at every step in our success. Our culture is firmly rooted in the values of honesty, integrity, commitment, and reliability. To learn more about Cates, please visit us at www.cates.com.

Job Type: Full-time, in-office.

Location: Wylie, TX

Schedule:

• Monday to Friday, 8:00 am – 5:00 pm

Pay range: $64,000-70,000

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance