Accounts Receivable & Financial Operations Specialist

Overview

This role is for an Accounts Receivable & Financial Operations Specialist supporting a growing pest management services organization serving commercial and residential accounts, including school districts, commercial properties, and multifamily real estate.

You will own day-to-day accounts receivable execution, commercial billing workflows, collections support, and financial reporting—ensuring billing accuracy, timely invoicing, and reliable AR analytics.

Responsibilities

Accounts Receivable & Payment Management

• Execute daily AR workflows, monitor incoming customer payments, and process credit card transactions in accordance with established procedures.
• Maintain accurate customer account balances, track outstanding invoices, and identify overdue accounts promptly.
• Review billing inquiries, respond professionally to routine payment questions, and resolve account discrepancies.
• Maintain precise records of payment activity and customer communications in the CRM; escalate unresolved payment issues when senior finance involvement is required.

Commercial Billing & Portal Invoicing

• Prepare and submit invoices for commercial accounts with specialized billing procedures, including school districts and multifamily properties.
• Download, organize, and convert billing documentation into required formats (such as PDF) for submission to specialized third-party vendor portals (e.g., VendorCafe, VendorShield, Tech Agile).
• Track invoice submission deadlines to prevent billing delays and resolve routine portal administrative roadblocks.
• Ensure all supporting documentation is complete, accurate, and aligned with agreed customer billing schedules.

Collections Support & AR Reporting

• Generate recurring weekly accounts receivable and collections reports to assist the on-site collections team with prioritization.
• Maintain visibility into outstanding balances, customer payment statuses, and recurring payment delays.
• Organize account notes and updates to support collections communications and mitigate AR risk.

Account Reconciliation & Data Quality

• Support routine account reconciliation by verifying that financial transactions align with supporting records.
• Review ledger balances for inconsistencies, identify missing or misclassified entries, and support financial data cleanup.
• Ensure supporting financial documentation is organized, complete, and audit-ready.

Finance Systems, Technology & Process Improvement

• Maintain accurate customer profile and billing data within PestPac CRM.
• Use Microsoft Excel and Google Workspace for financial data organization, tracking, and reporting workflows.
• Support exploration and adoption of AI-enabled reporting, analytics, and process improvements to reduce repetitive administrative work.
• Identify recurring workflow bottlenecks and recommend practical process enhancements.

Collaboration

• Coordinate with the internal Finance team and on-site AR and collections personnel to align on billing requirements and ensure operational continuity.
• Work with an Operations Manager for guidance and support to help you succeed in the role and continue developing your career.

Requirements

• Hands-on experience in accounts receivable, commercial invoicing, collections support, or financial operations, including experience with specialized billing procedures and vendor portals.
• Proficiency in Microsoft Excel and Google Workspace.
• Hands-on experience navigating billing/CRM software (e.g., PestPac) and vendor portals (e.g., VendorCafe, VendorShield, Tech Agile).
• Exposure to credit card processing.
• Strong understanding of AR workflows, payment tracking, balance reporting, account reconciliation support, and variance/discrepancy identification.
• Highly organized, detail-oriented, and accountable.
• Excellent written English skills for professional customer communications.
• Proactive approach to learning new platforms.

Preferred Qualifications

• Exposure to AI-assisted workflows.
• Experience with AI-enabled reporting or analytics.

Interview Process Focus Areas

• Accounts Receivable Execution: how you manage incoming payments, maintain accurate account balances, and track outstanding invoices.
• Commercial Portal Billing: how you organize and submit specialized invoices across third-party vendor portals while meeting tight deadlines.
• Collections Support & AR Reporting: how you compile AR reports to support collections prioritization and identify recurring payment risks.
• Data Accuracy & Reconciliation Support: how you review records, spot discrepancies, and ensure data integrity across multiple systems.
• Systems Adaptability & Workflow Optimization: how you learn unfamiliar billing software or adopt tech tools (including AI capabilities) to streamline repetitive tasks.

Compensation & Benefits

Compensation and benefits details will be shared during the offer process, based on market trends and individual factors.

Location & Schedule

• Remote role.
• Expected to work a split shift with some overlap with the client’s time zone.
• Required to be present for in-person training programs during the first 3.5 weeks.