Overview
This role involves supporting the accounts receivable process to ensure timely payment for goods and services provided to clients. The position is fully remote.
Responsibilities
- Prepare, post, verify, and record customer payments and transactions related to accounts receivable.
- Create invoices following company procedures; submit invoices, AIA billings, and lien waivers to customers by monthly deadlines.
- Maintain and update customer records, including changes in name, address, mergers, or mailing details.
- Draft correspondence for past-due accounts and collections; identify delinquent accounts by reviewing files and contact customers to request payment.
- Research customer discrepancies and past-due amounts; collaborate with staff to resolve issues.
- Assist in generating and distributing monthly billing statements via mail or email.
- Support the Accounting Manager during financial and bank audits by providing requested information.
- Copy, file, and retrieve accounts receivable materials as needed.
- Maintain onsite financial records from legacy platforms in a log book.
- Perform other related duties as assigned.
Essential Functions
- Cash application and collections
- Invoice creation and submission of invoices and/or AIA billings
- Use of office equipment to complete tasks
- Timely and professional correspondence via email and phone
- Assist with answering phones as needed
Requirements
- Must have a Notary Public certification or be willing to obtain one within 60 days of employment.
- High school diploma or equivalent.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite or related software and other accounting software programs.
- Ability to operate office equipment such as computers, 10-key calculators, and copiers.
- Ability to work independently in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Ability to anticipate work needs and interact professionally with customers.
- Ability to sit for prolonged periods working at a computer.
- Ability to lift up to 15 pounds occasionally.
Compensation & Benefits
- Salary range: $45,000 to $57,000 per year
- Health, dental, and vision insurance
- Short-term and long-term disability coverage
- Employee Stock Ownership Plan (ESOP)
- 401(k) plan with company matching
- Paid time off and 8 paid holidays annually
Location