Accounts Receivable and Invoicing Specialist CD&H, Inc

We’re looking for a highly organized and experienced Accounts Receivable Specialist to join our team! This position plays a vital role in ensuring the financial health of our projects by managing customer invoicing, maintaining accurate records, and supporting coordination between the field and office.

If you’re detail-driven, thrive in a fast-paced environment, and enjoy working with both numbers and people—this is your chance to contribute to a growing and dynamic company.

• Process, verify, and post incoming customer payments accurately and efficiently.
• Generate and send invoices in a timely manner based on project billing terms.
• Reconcile the accounts receivable ledger and resolve any discrepancies.
• Communicate with customers regarding overdue invoices and payment status.
• Prepare monthly accounts receivable reports, including aging summaries.
• Verify project taxability and sales tax application for accurate job setup and billing.
• Coordinate with jobsite supervisors and project managers to gather necessary billing information and resolve project-related account issues.
• Set up all new jobs in the Vista by Viewpoint ERP system with correct tax codes, contract terms, and billing details.
• Produce regular job cost reports and assist project managers in tracking budgeted versus actual costs.
• Coordinate and support the entry of jobsite data into the TRACK system for customers requiring this integration.

• 5+ years in accounts receivable, bookkeeping, or related accounting roles within a project-based environment.
• High school diploma required;
  Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Advanced Microsoft Excel REQUIRED (pivot tables, formulas, VLOOKUP, etc.).
• Experience with Vista by Viewpoint ERP system is preferred.
• Familiarity with TRACK jobsite reporting software is a plus.
• Understanding of GAAP principles and job cost accounting.
• Strong written and verbal skills to coordinate effectively with field personnel, internal teams, and customers.
• Exceptional accuracy and organizational skills with a proactive, problem-solving mindset.

• Competitive salary based on experience.
• 100% company-paid health and dental insurance for employees.
• Optional dependent and family coverage available.
• 401(k) plan with employer match.
• Paid vacation, sick leave, and holidays.