IDEX Finance & Accounting

Job Information

IDEX Accounts Receivable Lead Specialist in Rohnert Park, California

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.

With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses at around the globe, chances are, we have something special for you.


The Accounts Receivable Lead Specialist will be the primary owner of the cash application process. The Specialist will identify inefficiencies in the current process and implement best practices for cash applications by utilizing banking information and reporting, strong propensity for data management while leveraging technology and IT resources. This person will be responsible for the management of cash application processes for a variety of business segments in our division.

This position will also have collection and management responsibilities for certain accounts as assigned. This person will also serve in back-up functions for some of the responsibilities of the Accounting Manager and take on additional responsibilities as needed.


  • Responsible for developing and executing A/R procedures to optimize cash collections and applications in line with organizational goals.

  • Leads the tactical departmental initiatives to improve, automate, and simplify current cash application and reporting processes to maximize their efficiency and effectiveness.

  • Strong partnership with IT and Treasury liaisons for comprehensive approach to customer cash applications and policy enforcement.

  • Prepare accurate and timely financial reports in order to measure the effectiveness of A/R management and follow-up.

  • Analyzes financial information i.e. “Credit Safe, Dun & Bradstreet, etc.” and financial statements of prospective customers to determine credit worthiness. Prepares recommendations for credit terms and credit limits for the Accounting Manager.

  • Enforces approved credit terms and credit limits in accordance with company policies. This includes monitoring customer accounts for over-limits and delinquencies.

  • Reviews orders on credit hold daily and takes appropriate action necessary to clear them for shipment as scheduled and avoid shipping delays.

  • Monitoring and forwarding delinquent accounts to “third-party” collection services, once in-house collections have been unsuccessful

  • Assists Accounting Manager with special projects and analysis as assigned


  • Bachelor’s Degree in Accounting, Business or Finance preferred.

  • A minimum of 5 years of related professional work experience.

  • Prior experience in credit and collections in a business to business environment.

  • Excellent computer and technological skills, including high proficiency in Microsoft Office Applications preferred.

  • Proven success in collection efforts in a firm and professional manner despite any adversarial confrontations that may arise in the process.

  • Demonstrated experience in process improvements and automation of systems.

  • Working knowledge of JDE & Collection Modules preferred.


  • Above average math, problem solving and analytical skills.

  • Excellent verbal and written communication skills.

  • Self-starter, can identify gaps in processes and remediate with limited assistance

  • Works effectively in a team environment, within and outside of the Finance Department.

  • Consistently operates at the highest level of integrity and is never willing to compromise with regards to ethical standards.

  • The ability to take initiative, a sense of ownership and follow through is essential to the health of the organization

  • The ability to openly and willingly communicate at all levels is critical to enhance process efficiency and productivity.

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

IDEX (NYSE: IEX) is a company that has undoubtedly touched your life in some way. In fact, IDEX businesses make thousands of products that are mission-critical components in everyday activities. Chances are the car you’re driving has a BAND-IT® clamp holding your side airbag safely in place. If you were ever in a car accident, a Hurst Jaws of Life® rescue tool may have saved your life. If you or a family member is battling cancer, your doctor may have tested your DNA in a quest to find the best targeted medicine for you. It’s likely your DNA test was run on equipment that contains components made by our growing IDEX Health & Science team.