Specialist, Accounts Receivable Operations

Overview

A leading energy-focused organization is seeking a Specialist in Accounts Receivable Operations to support the full receivables cycle for assigned client accounts. This role involves accurate and timely invoicing, proactive collections, and seamless coordination across internal teams and client stakeholders to maintain billing accuracy, resolve issues, and safeguard cash flow.

Responsibilities

Invoicing & Account Processing

• Prepare, validate, and submit client invoices accurately and on time according to contract terms and client-specific requirements.
• Reconcile timekeeping, expense, and payroll data to confirm accuracy prior to billing.
• Track and manage purchase orders (POs), cost codes, and work orders to ensure proper funding and approval alignment.
• Submit and monitor invoices through client and third-party systems such as OpenInvoice, Ariba, Cortex, Fieldglass, or other Vendor Management Systems (VMS).
• Audit and maintain complete supporting documentation including jobsheets, client approvals, and project references.
• Collaborate with Payments, Payroll, and Accounting teams to resolve discrepancies and ensure data integrity prior to revenue recognition and invoice submission.
• Track submission progress and contribute to month-end reporting.

Collections & Account Management

• Manage accounts receivable aging for assigned portfolios to ensure prompt payment and minimal delinquency.
• Conduct consistent outreach to client contacts and intermediaries to confirm invoice receipt, resolve disputes, and secure payment commitments.
• Log all communications, payment activity, and resolution updates within collections software for visibility and continuity.
• Partner with Sales, Account Management, and Operations to address recurring issues, coordinate on approvals, and enhance customer experience.
• Work with Managed Service Providers (MSPs) and vendor management intermediaries to ensure compliance with payment and approval processes.
• Support reconciliation of unapplied cash and assist Accounting during monthly close to ensure accuracy in financial reporting.
• Monitor client trends, flag potential risks, and communicate delays or anomalies to leadership for resolution.

Cross-Functional Collaboration & Continuous Improvement

• Collaborate with Sales, Account Management, and Customer Support teams to align on client status, open issues, and strategic account priorities.
• Partner with broader Financial Operations functions (Payroll, Payments, Invoicing, Cash, Credit, and Collections) to resolve complex account reconciliations or delinquent balances.
• Participate in audits and process reviews, ensuring documentation and reporting meet internal and client standards.
• Coordinate with Data, Systems, and Engineering teams to enhance process automation, reporting accuracy, and system integration.
• Identify and communicate recurring process challenges; propose improvements and support implementation of new workflows or documentation updates.
• Contribute to team meetings, training sessions, and cross-functional initiatives that strengthen collaboration and operational consistency.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent experience.
• Minimum 3 years of experience in invoicing, billing, collections, or accounts receivable, preferably within staffing, labor services, or energy industries.
• Hands-on experience with ERP systems such as NetSuite or comparable platforms and collections software for tracking activity and communications.
• Strong understanding of purchase order management, cost code tracking, work order reconciliation, and customer reporting.
• Proficiency with third-party invoicing and Vendor Management Systems (VMS) such as OpenInvoice, Ariba, or Fieldglass.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Proven ability to manage priorities and deadlines in a fast-paced, high-volume environment.
• Excellent written and verbal communication skills, capable of explaining financial information clearly to both technical and non-financial audiences.
• Demonstrated collaboration skills with Sales, Account Management, and cross-functional Financial Operations teams.
• Commitment to professional integrity, accuracy, and customer service.

Preferred Qualifications

• Experience with oil and gas industry clients (Upstream or Midstream).
• Familiarity with Salesforce, Tableau, or Sigma dashboards.
• Exposure to process automation or AI-supported data validation tools.
• Experience with M&A integration or system migration.

Essential Job Functions

• Regular, on-time attendance.
• Ability to travel up to 10% of the time.
• Effective communication skills.
• Proficiency with office equipment such as computers, copiers, and telephones.
• Ability to use office computer programs including email, Google Docs, Microsoft Word, PowerPoint, and Excel.
• Ability to remain in a stationary position, often standing or sitting for prolonged periods.

Compensation & Benefits

• Flexible paid time off for full-time employees.
• Medical, dental, and vision insurance.
• Telehealth services.
• 401(k) plan with company matching contributions.
• Flexible remote work support where applicable.
• Work-from-home contribution.
• Wellness allowance.
• Access to mental health resources such as Calm App.
• Learning and development opportunities.
• Financial planning support.
• Parental leave.
• Employee Assistance Program.
• Pet insurance.
• Opportunity to earn bonus, commission, and/or equity.
• Onsite gym access.

Location

This role may offer flexible remote work support where applicable. Some travel (up to 10%) is required.