Customer Account Assistant

Customer Account Assistant

Position Summary:

Assists the Customer Account Specialist in performing a variety of duties relating to customer account services. This position is responsible for customer invoicing and maintaining customer account records as well as a variety of other tasks. The successful candidate will be able to function as part of a team, but also will be able to work independently for long periods at a time. Being able to learn quickly and ask questions when in doubt is paramount to this position. Completing tasks timely without compromising accuracy is required.

Job Duties (includes, but is not limited to the following)

· Work closely with the Logistics Department to obtain and verify required information to invoice customers.

· Maintain Customer PO’s and review for accuracy

· Perform all needed functions and operations in E1 to properly prepare invoices

· Issue invoices to customers and submit for payment using a variety of electronic methods

· Work closely with Customer Account Specialist and Company Accountant to maintain accurate and timely accounts, following up with past due accounts as needed.

· Receive, save, and organize reimbursables invoices to be invoiced back to customers

· Prepare Excel reports with Pivot Tables as needed/requested by customers as well as managers within the Company

· Maintain customer contact information and email groups for all Invoice submissions

· Work with Production Superintendent and Shift Foremen to obtain accurate data and update production reports as needed

· Calculate monthly labor and utilities allocations

· Maintain labor costs and model data in support of the Commercial Manufacturing Manager

· Work with Customer Account Specialist daily on other tasks that may be required

Essential Qualifications:

· Proficient in Microsoft Office Programs with emphasis in Excel

· Working knowledge and experience in Oracle JD Edwards (E1)

· Follows written and verbal instructions

· Communicates effectively and professionally both verbally and in writing

· Ability to create and maintain accurate spreadsheets, reports, and files

· Ability to review and check submitted work of others to ensure accuracy

· Possesses a general understanding of accounting principles

· Ability to function as part of a team to accomplish the goals of the department