Overview
An experienced Accounts Receivable Specialist is needed to manage the day-to-day process of getting invoices paid and ensuring payments are properly matched. This role involves a small time commitment (5–10 hours/week) and will work closely with the Finance & Operations lead to keep receivables organized, accurate, and audit-ready.
Responsibilities
- Cash Application: Apply incoming payments (ACH, check, card) to open invoices in Stripe and QuickBooks Online, including lump-sum payments that cover multiple invoices.
- Account Reconciliation: Identify and resolve issues such as double payments, payments applied to voided invoices, unapplied credits, and short-pays.
- Collections: Send polite, persistent follow-ups from the AR inbox, escalate past-due accounts, and maintain an up-to-date aging report.
- Portals & Pay Applications: Handle customer portal submissions and pay-application uploads (e.g., retail vendor portals), and track submissions through approval.
- Customer Support: Respond to customer billing questions and request remittance details when payments arrive without them.
- Process Improvement: Flag billing errors upstream (wrong entity, missing PO numbers, incorrect milestones) to prevent repeat issues.
Requirements
- Experience: 2+ years in accounts receivable, collections, or bookkeeping (ideally at a B2B services or construction-adjacent company).
- Tools: Hands-on experience with Stripe invoicing and QuickBooks Online.
- Skills: Strong spreadsheet skills.
- Schedule: Availability for 5–10 hours/week on a flexible schedule, with some overlap during business hours ET.
Preferred Qualifications
- Experience with enterprise vendor portals or construction pay applications.
- Familiarity with HubSpot.
- Experience with milestone or progress billing.
Compensation & Benefits
Location
- Flexible schedule; requires some overlap during business hours ET.