Accounts Receivable Specialist

Overview

This role involves managing customer accounts and supporting the organization’s collections and cash application processes. Ideal for a detail-oriented accounting professional with 2–3 years of accounts receivable experience who is looking to expand accounting knowledge and advance within the Finance and Accounting organization.

Responsibilities

• Process and apply customer payments accurately and timely.
• Monitor accounts receivable aging and follow up on outstanding balances.
• Conduct professional collection efforts through phone calls, emails, and customer correspondence.
• Research and resolve invoice discrepancies, payment disputes, and account inquiries.
• Maintain customer account records, including onboarding of new customers and document collection activities.
• Reconcile customer accounts and investigate unapplied cash or payment variances.
• Assist with month-end close activities, including account reconciliations and reporting.
• Prepare aging reports and provide collection status updates to multiple departments.
• Collaborate with Sales, Customer Service, and Operations teams to resolve billing issues and improve collection performance.
• Identify process improvement opportunities to enhance efficiency within the accounts receivable function.
• Assist with special projects and cross-training opportunities within the Accounting Department.
• Manage a high-volume accounts receivable inbox, with responses provided within 24 hours.
• Assist in customer portals and upload invoices.

Requirements

• Associate or bachelor’s degree in accounting, Finance, Business Administration, or a related field preferred, or equivalent experience.
• 2–3 years of accounts receivable, billing, cash application, or collections experience.
• Experience communicating with customers regarding account balances and payment resolution.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Excel and accounting software/ERP systems.
• Excellent written and verbal communication skills.
• Ability to prioritize tasks in a fast-paced environment and meet deadlines.
• Strong problem-solving and customer service skills.

Preferred Qualifications

• Experience with ERP systems such as NetSuite, Oracle, SAP, or Microsoft Dynamics.
• Exposure to account reconciliations and month-end close processes.
• Intermediate Excel skills including VLOOKUPs, Pivot Tables, and reporting functions.

Compensation & Benefits

Not specified.

Location

Not specified.

Reporting & Career Growth

• Reports to: Director of Finance.
• Career path: Accounts Receivable Specialist → Senior Accounts Receivable Specialist → Staff Accountant → Accounting Manager.

Skills & Growth Opportunities

This role supports development in:

• Collections Management
• General Accounting
• Revenue Recognition
• Financial Reporting
• Process Improvement Initiatives
• Senior Accounts Receivable or Staff Accountant roles