Accounts Receivable Specialist

The Accounts Receivable Specialist is responsible for managing and optimizing the accounts receivable process to ensure timely and accurate collection of payments. This role plays a critical part in maintaining cash flow, reconciling customer accounts, and supporting month-end close activities while collaborating with internal teams and external partners.

• Manage the full accounts receivable lifecycle, including invoicing, cash application, and collections
• Prepare, review, and distribute accurate invoices in accordance with contractual terms
• Apply customer payments (ACH, wire, check, lockbox) and resolve unapplied cash
• Monitor aging reports and follow up on past-due balances to ensure timely resolution
• Investigate and resolve billing discrepancies and customer inquiries
• Reconcile accounts receivable sub-ledger to the general ledger
• Assist with month-end and year-end close activities, including journal entries and reporting
• Maintain accurate records and documentation in compliance with internal controls and audit requirements
• Collaborate with internal departments such as accounting, underwriting, operations, and customer service
• Support process improvement initiatives to enhance efficiency and accuracy
• Assist with ad hoc reporting and analysis as needed

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred
• 2–5 years of accounts receivable or general accounting experience
• Strong understanding of accounts receivable processes and basic accounting principles
• Experience working with ERP systems and Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP preferred)
• High level of accuracy, attention to detail, and organizational skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Experience in financial services, insurance, or regulated environments is a plus