Accounts Receivable Specialist

Overview

The Accounts Receivable Specialist manages end-to-end accounts receivable operations to support the organization’s financial health. This role handles accurate and timely invoicing, account reconciliation, cash application, collections, dispute resolution, and reporting. The position partners with clients, Sales, Project Managers, and other internal departments to resolve account issues, support timely payments, maintain accurate financial records, and improve customer satisfaction.

Responsibilities

• Submit accurate and timely client invoices and account statements.
• Monitor accounts receivable aging and prioritize collection activities based on account status and payment history.
• Follow up professionally and consistently with customers regarding past-due invoices and outstanding balances to reduce Days Sales Outstanding (DSO).
• Research and resolve billing questions, payment discrepancies, unapplied cash, credits, and other account-related issues.
• Reconcile customer accounts and ensure transactions are accurately recorded and properly applied.
• Collaborate with Sales Representatives, Project Managers, and other internal departments regarding account discrepancies, collection efforts, and customer account issues.
• Identify accounts requiring additional attention and make recommendations regarding escalation, third-party collections, bad debt placement, or write-offs.
• Maintain accurate and organized documentation of collection activities, customer communications, account reconciliations, and dispute resolution.
• Generate and distribute accurate and timely customer invoices and account statements.
• Identify opportunities to improve billing, collections, reconciliation, and cash application processes.
• Ensure compliance with company policies and procedures related to accounts receivable and collections.

Requirements

• High school diploma or equivalent required; Associate’s degree in Accounting, Finance, Business, or a related field preferred, or an equivalent combination of education and experience.
• Minimum of 3 years of experience in accounts receivable, billing, collections, cash application, or related financial operations.
• Strong knowledge of accounts receivable, billing, collections, cash application, account reconciliation, and payment processing.
• Proficiency in Microsoft Office Suite, particularly Microsoft Excel.
• Experience working with an ERP, billing, accounting, or financial management system.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• High degree of accuracy and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, high-volume environment.
• Ability to work collaboratively with customers and internal departments while maintaining professionalism and confidentiality.

Preferred Qualifications

• Experience in legal services, records retrieval, healthcare support services, or another professional services environment.
• Experience with Workday or a similar ERP platform.
• Experience working with third-party collection agencies or outsourced billing vendors.
• Experience with account escalation, bad debt processes, and write-off recommendations.

Compensation & Benefits

• Competitive pay and quarterly incentives.
• Comprehensive benefits, 401k, and wellbeing programs.
• Paid time off and holidays.
• Professional development and career growth opportunities.

Equal Employment Opportunity & Accessibility

• Equal Employment Opportunity: Decisions are made without unlawful consideration of race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, disability, genetic information, marital status, citizenship, ancestry, or any other basis protected by applicable local, state, provincial, or federal law.
• Accessibility: The application process is designed to be accessible. If accommodation or assistance is needed due to a disability, request handling is confidential and will not negatively affect application status.

Background Check & Work Eligibility

• All persons hired will be required to complete a background check consistent with applicable law and provide proof of eligibility to work in the country of the job location.
• Background check results will be considered on an individualized basis in accordance with applicable fair-chance hiring requirements.