Finance Specialist
About the job
- An associate's degree in Accounting or Finance is preferred but not required.
- Apply customer payments accurately and promptly.
- Perform tax corrections and approved adjustments to receivables.
- Reconcile unapplied credits, review receivables, and make approved adjustments.
- Make daily customer payment deposits.
- Support branch administrators' collection efforts.
- Maintain the corporate accounts receivable and collection policy and customer files.
- Handle customer account inquiries and provide ongoing assistance to sales staff.
- Execute monthly statement billing, which may require weekend work.
- Apply credit and debit memos to customer accounts.
- Resolve customer disputes, chargebacks, and short payments.
- Maintain the corporate credit policy and recommend changes to the accounts receivable/credit supervisor.
- Maintain paper and electronic customer files.
- Conduct periodic credit reviews of existing customers.
- Process credit applications and recommend credit limits and terms, with supervisor approval.
- Collect past-due accounts and make credit decisions appropriate to the position.
- Authorize account overrides and review daily and monthly credit reports.
- Coordinate with the accounts receivable/credit supervisor on legal matters and communicate with attorneys about credit issues.
- Maintain bad-debt and check-tracking spreadsheets with the accounts receivable/credit supervisor.
- Review and verify vendor invoices and check requests.
- Pay accounts payable in a timely manner and take reasonable discounts.
- Sort, code, and match invoices; set vendors up for payment; enter invoices into the system.
- Prepare and process electronic transfers and payments and perform check runs when applicable.
- Reconcile accounts payable transactions and monitor vendor accounts to ensure they are current and payments are up to date.
- Research and resolve invoice discrepancies and issues.
- Comply with local, state, and federal reporting requirements for sales tax filings.
- Perform monthly vendor account analysis, adjustments, and reconciliations.
- An associate's degree in Accounting or Finance.
About the company
Curtis Lumber operates as a regional, family-owned retailer of building materials, with more than 23 locations across New York and Vermont. The business sells lumber, hardware, and related building supplies to contractors and homeowners, supporting projects through its network of yards and delivery services. The company grew by acquiring similar, community-focused lumber yards, preserving a local, family-led identity rather than joining a large national chain. Its goal is to provide a local, customer-focused alternative to big-box stores by expanding thoughtfully through acquisitions and maintaining multi-generational family leadership.
Company Size
201-500
Company Stage
Seed
Total Funding
$600K
Headquarters
Town of Ballston, New York
Founded
1890
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Simplify's Take
What believers are saying
- Curtis added JAY-K in February 2025, expanding its Upstate New York footprint.
- 2026 job postings show hiring across dispatch, sales, and after-sales service.
- A September 2026 website update still markets delivery across New York and Vermont.
What critics are saying
- Housing-supply weakness and lumber price volatility hit 2026 demand and margins immediately.
- Curtis depends heavily on New York and Vermont; one regional slowdown hurts results.
- Without a clean sixth-generation handoff, family control fractures and rivals absorb share.
What makes Curtis Lumber unique
- Founded in 1890, Curtis Lumber still runs family-owned, now across 23 locations.
- Its February 2025 JAY-K acquisition kept another local brand inside the network.
- Curtis pairs lumberyards with design centers, delivery trucks, and warranty-service specialists.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Paid Holidays
- Paid Vacation
- Bereavement Leave
- Profit Sharing
- Tuition Reimbursement
- Employee Discount
- Community Events
- Employee Referral Bonus