Senior Accounts Receivable Specialist

Overview

A health technology company specializing in innovative drug discount data exchange is seeking a full-time Senior Accounts Receivable (AR) Specialist to join their Financial Planning and Analysis (FP&A) Department. This role offers autonomy and the opportunity to work independently, reporting directly to the FP&A Manager. The position requires a detail-oriented professional committed to quality, accuracy, teamwork, and supporting organizational goals in a fast-paced environment.

Responsibilities

• Review client contracts and independently set up new projects in Enterprise Resource Planning (ERP) software (Workday) and Customer Relationship Management (CRM) tools (Monday.com).
• Create billing schedules based on contract details and communicate installments to the accounting team.
• Implement billing schedules to generate invoices, exercising judgment to address billing exceptions or nuances.
• Contact clients regarding collections when necessary.
• Make informed decisions on billing timing, adjustments, and issue resolution based on financial impact and contractual requirements.
• Collaborate with the Market Development Team to validate client contracts, resolve discrepancies, and align on billing outcomes.
• Maintain ERP and CRM tools as contracts are signed, expire, or are renewed.
• Track and report on multiple assignments and progress.
• Perform Work In Progress (WIP) analysis, tracking, and reporting.
• Assist in guiding and supporting other Accounts Receivable staff once trained and qualified.

Requirements

• 3-5 years of full-charge billing experience.
• Ability to accurately interpret contract financial details to create billing and revenue recognition schedules.
• Experience in professional services, law firms, financial services, or similar industries requiring excellent client service.
• Proven ability to develop relationships with senior stakeholders.
• Detail-oriented, organized, and capable of critical thinking.
• Strong skills in MS Excel, Outlook, and Teams.
• Experience with ERP systems, preferably Workday.
• Experience with CRM systems, preferably Monday.com.
• Excellent written and oral communication skills.
• Ability to work effectively in a dynamic, fast-paced environment and meet deadlines.
• Ability to manage multiple tasks/projects and competing requirements under strict deadlines.
• Commitment to high-quality customer service (internal and external).
• Consistent attendance and reliability.
• E-billing experience is highly preferred.
• Bachelor’s degree preferred but not essential.

Compensation & Benefits

• Salary range: $80,000 - $95,000 annually.
• Remote work with occasional office presence optional for those located in Washington, DC or New York.
• Minimal travel required (approximately 1-2 times per year).

Location

This is a remote position with optional office work in Washington, DC or New York City.