favorite this post A/R Specialist (Costa Mesa) hide this posting unhide

compensation: DOE
employment type: full-time
telecommuting okay

Insight Investments, LLC helps North American companies better control their technology acquisition, leasing and management requirements. The company has provided a wide array of solutions designed to fit specific customer needs including new and used equipment acquisition, custom leasing and financing, asset management, off-lease portfolio management, excess equipment disposal and the integration of best-of-breed technology for data management and security solutions.
Headquartered in Costa Mesa, CA and with locations throughout the United States, Insight has been in business since 1987, but has the feel of an entrepreneurial environment. The company currently employs approximately 250+ employees and generates more than $300 million in annual revenues.

We currently have an immediate opportunity for a A/R Specialist.

•Prepare, analyze and review lease contracts for the purpose of booking and billing through Leasewave , our leasing software; produce and maintain accurate and timely results
•Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
•Analyze, verify and process all credit rentals, credit memos, and write-offs related to contract billing adjustments timely and accurately to the appropriate general ledger
•Process mass monthly billing by submitting system-generated rental invoices via mail, email & through multiple vendor portals
•Participate in month-end close process, ensuring reconciliation of all buyouts, booking and billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are complete and posted to the appropriate accounting period
•Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
•Analyze data on the Aging Report daily and prioritize accounts to be worked on; work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
•Explain and/or resolve routine to complex billing or collection related issues & questions
•Explain basic lease terminology
•Handle in/out bound communications via phone and/or email in a timely & professional manner
•Establish goals both individually and within a team-based environment

Qualifications / Education
•Moderate proficiency with MS Word and MS Excel
•Knowledge of LeaseWave and Microsoft Great Plains preferred
•Must have strong understanding of basic Accounting principles
•Minimum of 4-5 years of continuous accounting experience
•A background in Accounts Receivable is preferred
•Leasing or other Finance industry experience a plus

•Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
•Must be highly motivated individual with high level of initiative and an attitude of willingness
•Must be team player willing to assist others at all levels of the organization
•Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
•Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
•Strong attention to detail
•Ability to communicate effectively on a one-on-one basis or in group setting

For consideration, please click on the following link to submit your resume.

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6917227828



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