IMI plc

We are a global specialist engineering company that creates breakthrough solutions. We are curious and like to solve problems, partnering with our customers to solve the demands of today and prepare for the challenges of tomorrow. We embrace innovation and care about outcomes that are good for business, everyday life and making a better world – creating lasting impact for everyone.

We design, build and service highly engineered products in fluid and motion control applications. We focus on five market sectors: Industrial Automation, Process Automation, Climate Control, Life Science and Fluid Control, and Transport.

Our partnership approach breaks through problems and reduces complexity. We don’t invent in isolation – we collaborate with our customers. We listen closely and we think differently, creating space for diverse minds to innovate. We are working together to make businesses safer, more sustainable and more productive.

IMI Process Automation is the world's leading expert in providing engineered valve, actuation, and control solutions that enhance performance and reliability in critical plant applications. Power generation, oil and gas production, petrochemical, and pulp and paper facilities worldwide all rely on IMI’s high integrity control systems for the safety of their operations. We employ approximately 10,000 people in over 50 countries around the world,

Role Overview:

The Accounts Receivable Analyst is responsible for collections, credit, forecasting, accounts receivable duties, and billing. Completes and maintain weekly collections report while resolving payment issues which may cause delay. Collect on all current and assigned past due invoices to achieve cash flow targets and ensure prompt payment of invoices.  Records payments to customer’s accounts, maintains accounts receivable records by performing the following duties.

Work Environment:  This position will be onsite 5 days/week for the first 90 days then hybrid/onsite 3 days/week after that in Rancho Santa Margarita, CA

Responsibilities:

• Contact customers, reps and others via telephone, mail, and email to ensure prompt payments and down payments.
• Work with the Sales/PM, logistics, and shipping teams to resolve any disputes on customer orders/invoices.
• Work cooperatively with invoicing team to resolve issues with invoices submitted electronically.
• Perform analysis, identify, and help to resolve exposures and issues, communicate findings to management.
• Process cash application process and applying customer credit card payments.
• Run customer credit report and provide credit information for credit terms/limit decisions for approvals.
• Perform annual customer credit reviews.
• Maintain customer database and account information.
• Maintain customer and invoice files.
• Prepare and maintain customer collection forecasts. 
• Meet with other internal departments to resolve customer disputes and communicate findings to management.
• Respond to customer queries promptly and timely.
• This role has no supervisory responsibilities.

Qualifications and Required Skills:

• Minimum 2-years’ experience in high volume, global AR collection environment or related field.
• Educational background in accounting/ finance preferred.
• ERP/SAP experience preferred.
• Proficient in Microsoft Office Products (Excel, Word, Outlook).
• Must be accurate and detailed oriented.
• Must have a proactive, positive attitude and be comfortable working in a fast paced, growth-oriented environment.
• High attention to detail and ability to manage multiple tasks simultaneously.
• Excellent teamwork skills and capable of working independently in multinational organization.
• Strong interpersonal, written, and verbal communication skills is a must.
• Ability to diagnose and troubleshoot problems that may arise.

Hourly rate:  $30 - $35 

Within the range, individual pay is determined based on skills, experience, and qualifications as they relate to the job requirements. Base pay information is based on market location and may be subject to prevailing wage laws, if applicable. 

What IMI Can Offer You

At IMI, one of our top priorities is to create an inclusive culture of health. We strive to remove barriers to care (whether that be physical or financial) and in doing so, we offer choice for all your health and wellbeing needs. 

See below for a general overview of our amazing perks and benefits:

• Multiple health plans to choose from: HMO, PPO, and High Deductible Health Plans with a low-cost share
• Best-in-class 401K plan with zero vesting and up to 6% contribution matching
• 14-week maternity leave at full pay following one year of service (Adoption benefits are equivalent)
• 4-week paternity leave at full pay following one year of service (Adoption benefits are equivalent)
• Employee Resource Groups that offer community and support, like our Pride Network and Network of Women groups 
• PTO, encompassing inclusive holidays 
• Career Development opportunities (IMI’s ‘Catalyst’ Program)
• Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and teletherapy.
• Mental Health and wellness programs to support you and your family
• Full suite of voluntary benefits to tap into, including but not limited to: Critical illness insurance, hospital indemnity, legal insurance, identity theft protection, and pet insurance or home & auto insurance through our discount advantage platform
• Short & long-term disability as well as basic life insurance at 2x your basic salary at no cost to the employee
• Free financial advisors, webinars, and classes through Charles Schwab
• Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to lose, only to profit or refund your investment 100%

**Benefits plans change year over year, but we have guiding principles in place to ensure our employees have the tools and resources available to stay connected and up to date**

Health & Safety

The physical demands described within the Key Duties & Responsibilities section of this job description are required to perform the essential functions of this position.  Reasonable accommodations may be made for individuals with disabilities.  Please contact your local HR representative to discuss the specific Work Conditions and Physical Requirements of this role.  

Health, Safety, and Environmental Duties – At IMI we are all personally committed to protecting our people, minimizing our impact to the environment, the communities we operate in and our company. All members of our workforce have the duty to ensure the health, safety and welfare of themselves, others, and the environment. Every employee is expected to follow all HSE operating procedures, also to challenge any observed behaviors or unsafe acts.

Code of Ethics

IMI requires the highest standard of ethics in all business dealings, particularly with customers, suppliers, advisors, employees, and the authorities. In accordance with the IMI Way: Our Code of Responsible Business.

Changes to This Job Description

IMI may amend this job description in whole or part at any time.

IMI is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.

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