AR & Credit Operations Consultant

Description

AR & Credit Operations Consultant

Temporary Engagement • Up to 3 Months • Consultant / Contract

Sonance / Dana Innovations • San Clemente, CA

About the Engagement

Sonance is seeking an experienced Credit & Accounts Receivable professional to support day-to-day AR operations on a temporary consulting basis. This is a hands-on, roll-up-your-sleeves engagement that sits within our current finance and operations structure.

As a consultant in this role, you will integrate directly into our team — not as a bystander, but as an active contributor. You will help maintain business continuity, identify gaps, and bring a fresh, objective perspective to our AR and credit processes. We value adaptability, a collaborative mindset, and the ability to add immediate, tangible value in a fast-moving environment.

The ideal candidates are comfortable with ambiguity, able to context-switch fluidly across priorities, and experienced enough to make sound, independent judgments while keeping leadership informed.

Key Responsibilities

Day-to-day responsibilities may include any combination of the following, and are subject to change based on business needs:

AR Operations & Collections

• Manage customer accounts and accounts receivable aging portfolios
• Conduct collection activities via phone and email outreach
• Monitor past-due balances and recommend collection strategies
• Process credit applications and customer account setups

Account Reconciliation & Dispute Resolution

• Perform account reconciliations and resolve payment discrepancies
• Investigate and resolve disputed invoices
• Support cash application and payment research as needed

Credit & Order Management

• Review and evaluate customer credit risk
• Release and hold customer orders based on established credit protocols

Collaboration & Continuous Improvement

• Partner with sales, customer service, and accounting teams to resolve issues
• Assist with month-end close activities related to AR
• Maintain accurate customer records and documentation
• Identify opportunities to improve AR and credit processes — and help implement them

Engagement Terms

Duration: Up to 3 months from start date

Type: Temporary / Consulting Contract

Full-Time Conversion: Not guaranteed. At Sonance’s sole discretion, if applicable.

Reporting: May vary; you may report to multiple individuals during the engagement

Location: San Clemente, CA

By applying for this role, you acknowledge that you have read and understood the temporary nature of this engagement and the terms outlined above.

Requirements

Qualifications

• 5+ years of Accounts Receivable, Credit, Collections, or Order-to-Cash experience
• Demonstrated experience managing customer aging portfolios
• Strong account reconciliation skills
• Experience making credit decisions and releasing orders
• Proficiency with ERP systems and Microsoft Excel
• Excellent communication and customer service skills
• Ability to work independently and prioritize multiple responsibilities with minimal direction
• Manufacturing, distribution, or wholesale industry experience preferred

What We’re Looking For

• This engagement is not a passive support role. We are looking for professionals who:
• Bring a consultative mindset — you assess situations, ask the right questions, and act
• Are flexible and agile — you can shift direction when the business needs it
• Collaborate well across teams and reporting structures
• Take ownership of their work product and communicate proactively