Accounts Receivable Specialist in BRISBANE, California

AR Specialist | San Jose | In-Office Role

Salary 80k - $90k + bonus + great benefits

Responsibilities:

• Set up new customers in Foundation Software, including billing requirements, and contact records
• Generate daily service invoicing for owner-direct work, ensuring accuracy of labor, materials, and parts
• Prepare monthly project invoicing for general contractor and owner-direct projects, including AIA G702/G703 progress billings, schedule of values updates, and retention tracking
• Manage compliance documentation including conditional and unconditional lien waivers (progress and final), preliminary notices, and joint check agreements
• Prepare bank deposits via remote deposit capture and apply incoming payments (ACH, wire, lockbox, check, and credit card) accurately and timely, researching and resolving short pays and unapplied cash
• Run collections activities including monthly statements, AR aging review, customer follow-up calls and emails, and escalation of past-due accounts

Keys:

• Accounts Receivable
• Polished, professional demeanor customer service experience - working directly with clients
• Billing
• Lien experience
• Knowledge of Sage or Foundation software