| Work LocationManteca, CA Position Purpose Under minimal supervision, this position is responsible for accounts receivable and credit functions including but not limited to, invoice reviewing, accounts receivable aging monitoring, and performing, reviewing and advising on credit provided to potential customers.Functional Responsibility 
    
 Supervises the day-to-day operations and assigned staff in accordance with management's directionLeads in a constructive manner by example; demonstrates and encourages a strong work ethic and fosters an environment of trust and respectGuides team in the proper use of assets and resources to avoid waste and ensure cost-effective operationsMonitors performance and regularly communicates with team to achieve mutual understanding, maintain level of productivity, and deliver desired resultsPartners with immediate manager to determine staffing needsEnsures employees have a safe, healthy, and rewarding work environment, provides applicable safety training and resolves/reports safety issues to managementSupports change initiatives and company decisions in an effective mannerImmediately informs management and addresses employee issues, concerns, and complaints in an objective and confidential mannerEnsures employees are trained on the policies, processes, and procedures related to functional area; maintains company and regulatory compliance during day-day-operationsAdheres to departmental GPS (Performance Management) guidelines and ensures proper GPS documentation; trains employees to do the job; identifies and makes suggestions for training needs and development opportunities
Essential Duties 
    
 Ensures timely collection of payments Monitors processing of invoicesDevelops and trains sta to ensure highly functional skill set and continuous learning; oversees daily workload and provides hands-on supportNegotiates with customers in non-payment casesBased on customer aging review, recommends actions to be taken on delinquent accounts Monitors customer status to ensure appropriate release of credit holdsReviews les, reports and nancial status of existing customers ensuring current information supports extended credit limitsPerforms credit and background checks on potential customers and advises management on ndings and limits to be extendedPrepares formal credit analysis on new customers for management reviewPerforms customer account maintenance including write-os, credit rebills and A/R billing adjustments Communicates any credit or collection issues with Sales personnelManages ad-hoc invoicing for Non-Trade AR related itemsConducts GL account analysis and month end reconciliation of all accounts receivable accounts Monthly management reporting of aging totals/cash receipts/new customers/DSO resultsAnalyzes credit limits based on order demand and make any necessary adjustments Develops and monitors monthly KPI reportingContinuously reviews, monitors and make recommendations for process improvements and streamlining Participates in testing for system upgrades and validate resultsEnsures positive customer relations and communication Filing and other clerical duties as neededAssists with special accounting projectsBuilds working relationships with other wine industry credit personnel
 *Other duties may be assignedMinimum Requirements Education and Experience 
    
 Bachelors degree in business or equivalent experience5 years prior Accounts Receivable and Collectionsexperience2 years supervisory or leadership experience
 Knowledge, Skills, and Abilities 
    
 Skills in use of computersKnowledge of ERP systemsAbility to compile and research dataProficient in Microsoft Office
Work Standards 
    
 Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable RelationshipsCommunicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive mannerDemonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and trainingFollows all Company policies and procedures
Additional Comments Management retains the discretion to add to or change the duties of the position at any time.California Pay Transparency Disclaimer: This is a Non-Exempt position. The pay range for this position is $26.78 to $41.86. It is not typical for an individual to be hired at or near the top of the range for their role. Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity and alignment with market data. Delicato Family Wines offers its employees a generous and comprehensive benefits package. The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents. Additional health benefits include life, disability and flexible spending accounts. Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more. NOTICE TO THIRD PARTY AGENCIES
 Please note that we do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
 Delicato Family Wines is an Equal Opportunity Employer. #UncorkyourPotential  |