Accounts Receivable/Order Processing Associate (Wine Jobs: Management & Administration)

  Pacific Union Co.

  St Helena, California

Pacific Union Co. supports the most prestigious wineries in the Napa Valley. Our employees are committed to providing excellence in service and customer satisfaction. 

We are currently recruiting an Accounts Receivable/Order Processing Associate. This position is responsible for accounts receivable and billing data functions for all winery properties managed by Pacific Union Co.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Order Processing

Offering activities
- Process allocation orders into sales orders
- Validate accuracy of order information
- Process credit card charges
- Process check and cash bank deposits
- Process receipt of customer wire payments
- Print customer receipts, cover letters and envelopes; mail to customer
- Contact customers with declined and invalid cards to resolve problem; re-process as appropriate
- Confirm orders created are correctly representative of originating blanket order
Non-Offering activities
- Address open CRM cases and process to completion
- Ad-hoc processing of sales orders
- Ad-hoc invoicing of special items
- Print and mail customer receipts for credit card, check, and wire transfer payments
- Contact customers with declined and invalid cards to resolve problem; re-process as appropriate
- Process address updates prior to fulfillment cycles
- Process check and cash bank deposits
- Process receipt of customer wire payments
- Support processing of WRF orders in coordination with logistics team
- Daily sync of winery POS software with accounting software
- Interface with winery events team to process full-cycle events orders

Accounts Receivable

Monthly closing activities
- Reconcile open orders subledger to balance sheet G/L accounts
- Scrub open orders subledger for incomplete or inaccurate order data and correct as appropriate
- Write-off small customer balances per internal policy
Non-Closing activities
- Support cross-departmental efforts to collect on aging receivables
- Ad-hoc subledger reconciliation
- Ad-hoc business unit analysis

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs all related duties as assigned

QUALIFICATION REQUIREMENTS:
- Minimum AA in Accounting or equivalent preferred
- Proficiency with Microsoft Office
- Excellent written and verbal communication skills
- Proactive, honest and trustworthy
- Team player with a positive attitude
- Self-motivated
- Exceptional organizational skills
- Detail and service oriented

PHYSICAL REQUIREMENTS:
- Lift and handle materials weighing up to 40 pounds.
- Work overtime whenever required.
- Sit for extended periods.
- Grasp, stoop, carry and crouch.

Pacific Union Co. is an Equal Opportunity Employer.