Accounts Receivable Specialist

Overview

This role provides operational and accounting support to help ensure efficient day-to-day accounts receivable functions. The Accounts Receivable Specialist will work closely with clients, experts, and internal team members, handling invoice processing, customer account maintenance, reconciliations, and collections support.

Responsibilities

• Upload client invoices into the ERP system accurately and timely.
• Record and reconcile deposits, electronic transfers, and customer payments.
• Manage billable data between Deltek and Traverse to support billing functions.
• Enter vendor time and descriptions to generate client invoices accurately and on time.
• Maintain customer account information, including setup and ongoing maintenance within Deltek.
• Reconcile customer accounts and investigate discrepancies.
• Support billing and collections processes to ensure timely payment of invoices.
• Assist in streamlining accounts receivable processes by identifying opportunities for improvement.
• Prepare monthly aging reports and communicate the status of delinquent accounts.
• Strengthen client relationships through professional communication regarding past-due accounts.
• Prepare and post regular banking activity.
• Assist with month-end close activities.
• Support ad hoc projects and other accounting initiatives as needed.

Requirements

• Ability to manage invoice uploads and accounts receivable tasks accurately and on time.
• Experience recording and reconciling deposits, electronic transfers, and customer payments.
• Experience supporting billing and collections processes.
• Proficiency maintaining customer account information in Deltek.
• Ability to investigate account discrepancies and reconcile customer accounts.

Preferred Qualifications

• Experience managing billable data between Deltek and Traverse.
• Experience preparing monthly aging reports and communicating delinquent account status.
• Experience supporting month-end close activities.

Compensation & Benefits

• Full-Time position.

Location

• Remote work arrangement.