AR/AP Analyst

Reports To: The AR/AP Analyst will report to the Human Resources Manager.

Salary Range: $41,210- $56,000

Job Overview: 

The AR/AP Analyst will develop, write and send out bills/invoices to customers. The AR/AP Analyst will look at information gathered by the company, such as bills of sale, receipts, or other financial records and calculate what charges are due.

Responsibilities and Duties:

• Verify accuracy of billing data and revise any errors.
• Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
• Complete a Settlement Process with partners for services rendered.
• Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
• Operate typing, adding, calculating, or billing machines.
• Answer mail or telephone inquiries regarding rates, routing, or procedures.
• Resolve discrepancies in accounting records.
• Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers.
• Contact customers to obtain or relay account information.
• Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due.
• Keep records of invoices and support documents.
• Consult sources such as rate books, manuals, or insurance company representatives to determine specific charges or information such as rules, regulations, or government tax and tariff information.
• Update manuals when rates, rules, or regulations are amended.
• Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
• Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
• Review compiled data on operating costs and revenues to set rates.
• Compile reports of cost factors, such as labor, production, storage, or equipment.
• Estimate market value of products or services.
• Learn to operate new office technologies as they are developed and implemented.
• Perform other duties as assigned.

Qualifications:

• Highschool Diploma/GED Required.
• Associates Degree or higher in Accounting or related field preferred.
• Two plus years of proven experience in billing and invoicing.
• Excellent executive-level communication and interpersonal skills.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. 
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, transcription, designing forms, and other office procedures and terminology.
• Knowledge of arithmetic, algebra, statistics, and their applications.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Ability to analyze information and use logic to address work-related issues and problems.
• Ability to maintain composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
• Enthusiast, strong work ethic and a positive attitude.
• Strong organizational skills with the ability to multitask.
• Must be able to move and/or lift up to 25 pounds. 
• Must be able to work independently and exercise good judgment with no direct supervision.

Desired Competencies:

• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Proven analytical skills. Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Strong interpersonal skills to handle sensitive and confidential situations. 
• The ideal person for this job would be a team player, personable, professional, upbeat, and energetic, takes initiative, uses tact and diplomacy.
• Actively participate in the team environment that will foster forward thinking, innovation and creativity in order to meet the needs of the company now and in the future.
• Initiative to resolve problems and seek answers independently and enthusiastically persist until goals are achieved.

EEO

At Concierge Group Services, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

Drug-Free Workplace

Concierge Group Services is a Drug-Free Workplace employer. Concierge Group Services may refuse to hire a job applicant who refuses to submit to a drug/alcohol test. 

Logistics Coordinator

Reports to: Operations Manager

Job Overview:

The Logistics Coordinator is responsible for the timely and accurate route planning and

dispatch support for the company delivery operation. Under limited supervision,

performs a variety of clerical duties such as typing, filing and checking freight and

installing bills for accuracy. Contacts clients by phone or mail for clarification or changes

in schedule and/or pricing.

Responsibilities and Duties:

● Monitor personnel or equipment locations and utilization to coordinate service

and schedules.

● Schedule or dispatch workers or service vehicles to appropriate locations,

according to customer requests, specifications, or needs, using the program

provided.

● Relay work orders, messages, or information to or from work crews, supervisors,

or field inspectors, using telephones.

● Confer with customers or supervising personnel to address questions, problems,

or requests for service or equipment.

● Prepare daily work and run schedules.

● Maintains visibility on warehouse operations and coordinates with Warehouse

Manager to ensure product availability to fulfill customer orders

● Record and maintain files or records of customer requests, work or services

performed, charges, expenses, inventory, or other dispatch information.

● Receive or prepare work orders.

● Determine types or amounts of materials, or personnel required, according to

work orders or specifications.

● Advise personnel about traffic problems, such as construction areas, accidents,

congestion, weather conditions, or other hazards.

● Arrange for necessary repairs to restore service and schedules.

● Use computers for various applications, such as database management or word

processing.

● Create, maintain, and enter information into databases.

● Operate office equipment, such as fax machines, copiers, or phone systems.

● Schedule and confirm appointments for clients and/or customers.

● Order and dispense supplies.

HR 7000JD Customer Care Representative - Rev.3/2021

LOGISTICS COORDINATOR

● Learn to operate new office technologies as they are developed and

implemented.

● Plan optimal routing solutions to support successful execution of delivery

operation responsibilities.

● Provide daily dispatch for delivery drivers by alternate routing, exception

handling, incident response and answering questions on customer accounts,

special instructions and protocols.

● Coordinate solutions with Customer Care to resolve customer issues.

● Effectively engage and communicate with clients at all levels of the organization

during the delivery process to earn their confidence and trust

● Provide data reporting and analysis on Key Performance Indicators in the

division regularly

● Complete detailed and quantitative analysis and clearly articulate findings and

recommendations.

● Conduct client interviews and document current State documentation in process

flows that illustrate pain points.

● Perform other duties as assigned.

Qualifications:

● High School degree and some college coursework or an Associates Degree or

higher in a business-related field.

● 2+ years of related job experience, or equivalent

● Excellent executive-level communication, presentation and interpersonal skills.

● Excellent English language skills, written and verbal. Additional languages are a

plus.

● Knowledge of administrative and clerical procedures and systems such as word

processing, managing files and records.

● Excellent customer service skills.

● Strong relationship building skills are a must.

● Ability to learn and assimilate information quickly.

● Enthusiast, strong work ethic and a positive attitude.

● Strong organizational skills with the ability to multitask.

● Must be able to move and/or lift up to 25 pounds.

● Must be able to work independently and exercise good judgment with no direct

supervision.

HR 7000JD Customer Care Representative - Rev.3/2021

LOGISTICS COORDINATOR

Desired Competencies:

Necessary skills include, but are not limited to, ability to communicate effectively with a

professional demeanor to company team members across all divisions and locations,

attention to detail, ability to analyze mapping systems, utilize web-based (SaaS)

mapping resources, use Microsoft and Google programs.

● KNOWLEDGE, SKILLS AND ABILITIES: Good written and verbal communication skills.

Good computer skills and knowledge of company specific databases. Broad knowledge

of procedures and practices of transportation and distribution methods.

MINIMUM EDUCATION: High School Diploma or educational equivalent

WORK EXPERIENCE: 3 years experience.

● Play a hands-on role in the day-to-day delivery of Integrated Demand & Supply

Planning solutions to our clients.

● Conduct standard business / technology assessments depending on project scope and

client needs.

● Identify data needs for a given project, formulate the data request, and work with clients

to obtain and model the data for analysis.

● Use capability maturity models to baseline the client business processes and identify

gaps for improvement.

● Identify opportunities for improvement, build the business case for change, and prioritize

for execution.

● Concisely complete deliverable content as required for each client.

● Present your analysis and findings to project and client leadership for acceptance and

approval.

● In most cases, the primary duties will depend on the project scope and the candidate's

specific role within the team. Most roles require a high level of interaction with clients,

ability to perform analytical work (Excel/Access/SQL, etc) and present

recommendations via PowerPoint/other formats to the senior leadership team.

HR 7000JD Customer Care Representative - Rev.3/2021

LOGISTICS COORDINATOR

EEO

At Concierge Group Services, we are committed to providing an environment of mutual

respect where equal employment opportunities are available to all applicants and

employees without regard to race, color, religion, sex, pregnancy (including childbirth,

lactation and related medical conditions), national origin, age, physical and mental

disability, marital status, sexual orientation, gender identity, gender expression, genetic

information (including characteristics and testing), military and veteran status, and any

other characteristic protected by applicable law.

Drug-Free Workplace

Concierge Group Services is a Drug-Free Workplace employer. Concierge Group

Services may refuse to hire a job applicant who refuses to submit to a drug/alcohol test.