Overview
Location: Remote - US Based
This role involves managing all aspects of accounts receivable for assigned clients, including monthly open balance statements, billing transactions, monitoring incoming payments, and identifying accounting discrepancies.
Responsibilities
- Process and oversee funds received via checks, cash, credit card, direct credit, and direct debit, ensuring accurate and timely allocation.
- Provide customer service for synagogue and congregant requests and transactions.
- Prepare and deliver monthly and annual statements as required.
- Sync daily data from accounts receivable software to QuickBooks.
- Set up one-time payments and recurring payment plans.
- Process and oversee posting of daily and annual billing.
- Provide ad-hoc and scheduled reports as needed.
- Research bank reconciliation discrepancies.
- Process refunds as necessary.
- Send daily deposit reports.
- Maintain updated charge types and client files.
- Communicate effectively with Account Managers and other departments as needed.
- Oversee data entry staff, providing guidance and instruction.
- Undertake additional tasks or projects to support the wider team.
Requirements
- Bachelor’s degree in Finance, Accounting, or related field, or at least 4 years of equivalent office work experience in accounts receivable or a similar role.
- Proficiency in Microsoft Office (Outlook, Excel, SharePoint, Teams).
- Comfortable working with technology and productive in a remote work environment.
- Excellent verbal, written, and interpersonal communication skills.
- Strong time management and prioritization abilities.
- Self-motivated, adaptable, and positive attitude toward learning new skills and systems.
- Strong organizational and mathematical skills.
- Understanding of basic bookkeeping principles.
- Ability to work independently and collaboratively within a team.
Preferred Qualifications
- Knowledge of electronic banking and financial management products and services.
- Experience with accounting, banking, or bookkeeping software such as QuickBooks.
- Experience in accounts receivable or accounts payable.
- Experience driving process improvements.
- Familiarity with synagogue operations.
- Experience with ShulCloud and Monday.com software.
Compensation & Benefits
- Salary range: $50,000 - $55,000 annually.
- Medical, dental, and vision insurance options.
- 100% employer-paid short-term and long-term disability insurance.
- 100% employer-paid Basic Life and AD&D insurance.
- 401(k) retirement plan with 100% company match up to 4%.
- Flexible paid personal and vacation time based on mutual trust and accountability.
- 10 sick days annually.
- 10 company-paid holidays.
- 12 weeks paid parental leave.
Additional Information
- This is a remote position for US-based candidates.
- The interview process is interactive and conversational, focusing on candidates’ own experience and judgment.
- Use of real-time AI tools or external assistance during interviews is not permitted.
- The organization is an Equal Employment Opportunity Employer, valuing diverse backgrounds and viewpoints and does not discriminate based on any protected status.