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AR Lead Specialist

At Botanic Tonics, we know our world is fast, noisy and distracting. It can easily leave us feeling tied up, strung out and not ourselves. Maybe you think the more supercharged you are, the better you’ll be. Maybe escape is the only way for you to truly feel free. We’re not judging — we just have a different point of view. Because we’re not a fuel for keeping pace with the rat-race of every day. We’re not an elixir that transports you through the clouds to a tranquil place. We’re kava products with blends of other naturally active ingredients, designed to bring you down to earth and into the present, so you can make the most of every moment.

Why waste effort trying to quiet the noise when you can tune into it, to hear the one voice that matters? We believe choosing to engage with the here and now is more fulfilling. It makes us feel good, enriches our lives, and brings out our best selves.

Be Present. Be You. When you can truly be there, you feel free.

The Lead AR Specialist is responsible for overseeing and managing Accounts Receivable (AR) operations, including the Direct Store Delivery (DSD) and Corporate Store AR functions. This role involves leading the AR team, ensuring timely and accurate reporting, maintaining AR-related financial accounts, and driving effective follow-up processes. The ideal candidate will bring strong organizational skills, attention to detail, and leadership abilities to manage AR operations efficiently.

Key Responsibilities

AR Management & Oversight

  • Oversee and manage the DSD and National Account/Corporate Account AR functions.

  • Supervise and guide Sr AR Specialist to ensure smooth operations.

  • Manage communication for DSD accounting emails and invoicing, delegating tasks to the appropriate team members.

  • Complete credit checks and other support needs as part of on boarding new Corporate Store accounts.

Collections & Payment Monitoring

  • Report on late or missing payments, providing updates to the relevant stakeholders.

  • Send account statements to larger National Account Customers and ensure prompt follow-up for outstanding balances. 

  • Follow up on Non-Sufficient Funds (NSFs) and ensure timely resolution.

Cash Application & Reconciliation

  • Oversee the accurate application of cash to the AR subledger.

  • Ensure timely and precise reporting and reconciliation of AR-related financial accounts, including:

    • AR Subledger Aging by customer and DSD.

    • Reserve analysis and timely follow-up on aging items.

  • Prepare and review credit checks for new corporate customers.

Reporting & Analysis

  • Generate weekly aging and reconciliation reports, ensuring accuracy and alignment with Salesforce data.

  • Analyze AR aging data and provide insights to improve collections and reduce overdue accounts.

Leadership & Collaboration

  • Act as a liaison between the AR team and internal/external stakeholders, fostering clear communication and collaboration.

  • Provide training and development opportunities for AR staff to enhance team performance and efficiency.

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field (preferred).

  • Minimum of 5–8 years of experience in accounts receivable or related fields.

  • Supervisory or team leadership experience is a plus.

  • Proficiency in AR systems and financial software (e.g., Salesforce, ERP systems).

  • Strong analytical, organizational, and problem-solving skills.

  • Excellent communication and interpersonal abilities.

  • Detail-oriented with a focus on accuracy and timeliness.

Botanic Tonics is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, veteran status, marital status, gender identify, sexual orientation, national origin, liability for military service, or any other characteristic protected by applicable federal, state, or local law. If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. Botanic Tonics reserves the right to defer or close a vacancy at any time.

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What You Should Know About AR Lead Specialist, Botanic Tonics

Join Botanic Tonics as an AR Lead Specialist and play a pivotal role in shaping our Accounts Receivable operations! At Botanic Tonics, we create kava products meant to help people tune into the present moment, and we want you to help us maintain our financial harmony too. In this exciting position, you'll oversee the Direct Store Delivery (DSD) and Corporate Store AR functions, ensuring that everything runs like clockwork. You’ll be guiding a talented team, managing communication around invoicing, and performing credit checks for new corporate accounts. Your analytical skills will shine as you report on payment statuses and follow up on outstanding balances with our National Account Customers. Your expertise will also be key when applying cash to our AR subledger and driving timely reporting on account aging—crucial elements for keeping our finances on track. We’re looking for someone who not only brings strong organizational skills but also has a knack for fostering collaboration within the team. If you have a Bachelor's degree in Accounting or Finance and 5-8 years of experience in accounts receivable—along with a passion for helping others feel their best—you might be just the person we’re looking for. So, if you’re ready to make a meaningful contribution to our company while guiding a dedicated team, let’s bring you on board. Be present. Be you!

Frequently Asked Questions (FAQs) for AR Lead Specialist Role at Botanic Tonics
What are the main responsibilities of the AR Lead Specialist at Botanic Tonics?

The AR Lead Specialist at Botanic Tonics is responsible for overseeing the entire Accounts Receivable operations. This includes managing the Direct Store Delivery (DSD) and Corporate Store AR functions, ensuring timely reporting, and leading the AR team effectively. You’ll handle credit checks for new accounts, capture cash applications accurately, and monitor collections.

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What qualifications are needed to become an AR Lead Specialist at Botanic Tonics?

To qualify for the AR Lead Specialist position at Botanic Tonics, candidates should ideally hold a Bachelor's degree in Accounting, Finance, or a related field. A minimum of 5-8 years of experience in accounts receivable or related areas and prior supervisory experience is a plus. Proficiency in financial software such as Salesforce and strong analytical abilities are also beneficial.

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How does the AR Lead Specialist at Botanic Tonics ensure accurate cash applications?

The AR Lead Specialist is tasked with overseeing the accurate application of cash to the AR subledger. This involves diligent tracking and timely reconciliation of AR-related financial accounts, as well as generating reports on account aging to ensure all transactions are recorded properly and any discrepancies are swiftly addressed.

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What skills are essential for an AR Lead Specialist at Botanic Tonics?

Essential skills for the AR Lead Specialist role at Botanic Tonics include strong organizational capabilities, exceptional communication skills, and a detail-oriented approach to ensure accuracy in reporting and account management. Additionally, analytical and problem-solving skills are vital for identifying and addressing any issues regarding AR.

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What type of company culture does Botanic Tonics promote for the AR Lead Specialist role?

Botanic Tonics promotes a collaborative and supportive company culture. The AR Lead Specialist will work closely with internal and external stakeholders, fostering communication and teamwork. This environment encourages professional growth, offering training and development opportunities for team enhancement.

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Common Interview Questions for AR Lead Specialist
Can you describe your experience managing Accounts Receivable processes?

When answering this question, focus on specific AR processes you have managed, such as collections, cash application, and reporting. Highlight your ability to lead a team and your familiarity with relevant software tools like Salesforce.

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How do you prioritize tasks in a fast-paced AR environment?

Discuss your time management strategies, including using task lists and prioritization methods to ensure essential tasks are completed efficiently. Mention how you communicate with your team to delegate tasks effectively.

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What steps do you take to handle disputes with customers regarding payment?

Explain your approach to resolving disputes, emphasizing the importance of clear communication. You can share a specific example in which you successfully resolved an issue to maintain a positive relationship with the customer.

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How do you ensure accuracy in financial reporting?

Highlight the methods you use to double-check reconciliations and verify data against multiple sources. Explain how you keep updated with policies and regulations to maintain high standards in financial practices.

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What experience do you have working with financial software and databases?

Describe your proficiency with AR-related software, including any ERP systems you've utilized in previous positions. Talk about how these tools have helped you streamline AR operations and improve accuracy.

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Can you give an example of a challenging situation you faced in AR management and how you resolved it?

Share a relevant story that illustrates your problem-solving abilities and your capacity to remain calm under pressure. Highlight the steps you took to address the challenge and the outcome.

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How do you foster teamwork and collaboration within your AR team?

Discuss specific initiatives you have implemented to promote teamwork, such as regular team meetings, training sessions, or collaborative projects. Emphasize your leadership style and commitment to team development.

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What metrics do you focus on to assess the performance of AR operations?

Explain the key performance indicators you track, including days sales outstanding (DSO), aging reports, and collection rates. Talk about how you use this data to drive improvements in AR processes.

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How do you handle a situation where a customer consistently misses payment deadlines?

Outline your approach to follow-ups and communication with the customer. Discuss how you prioritize resolution through understanding their situation while ensuring the company's financial health remains intact.

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Why do you believe you are a good fit for the AR Lead Specialist role at Botanic Tonics?

Share your alignment with Botanic Tonics’ mission and values, along with your relevant experience and skill set. Emphasize your passion for fostering team efficiency and your dedication to maintaining strong finance operations.

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Focus on What's Important We believe being present is powerful, but today it's a hard habit to keep. We exist to help people make the most of the moments that matter—to reset, re-think, and then re-engage with their self, others, and the world aro...

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Full-time, remote
DATE POSTED
January 14, 2025

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