Accounts Receivable Specialist

Description

Job Type: Full-time

Reports to: Accounts Receivable Specialist Lead

Position Summary The Accounts Receivable (AR) Specialist is responsible for ensuring timely and accurate billing, collections, and cash application to support the company’s financial health and operational efficiency for an assigned affiliate. This role plays a critical part in managing customer accounts, reducing outstanding receivables, and maintaining accurate financial records. The ideal candidate is detail-oriented, customer-focused, and proactive, with the ability to balance day-to-day transactional work while contributing to process improvements that enhance cash flow and financial controls.

• 2–4 years of accounts receivable or general accounting experience required.
• Strong understanding of billing, collections, and cash application processes.
• Proficiency in computerized accounting systems and Microsoft Excel.
• High attention to detail with strong organizational and time-management skills.
• Experience in construction, home services, or project-based billing environments is a plus.
• Experience working with multi-entity or multi-state operations preferred.
• Associate’s or bachelor’s degree in accounting, finance, or related field is preferred or equivalent professional experience.

Accuracy & Attention to Detail | Customer Service Orientation | Problem Solving | Time Management & Prioritization | Collaboration | Continuous Improvement Mindset

This position is responsible for the following:

• Prepare, review, and issue accurate customer invoices in accordance with sales orders specifications and customer agreements.
• Record customer payments, apply prepayments, and maintain clean records in the system.
• Process adjustments, apply customer credits as specified, and request refunds as needed.
• Ensure timely and accurate billing for completed work, deposits, progress billings, and final invoices.

• Apply customer payments accurately and timely, including third party, ACH, checks, cash, and credit card payments.
• Produce AR ageing reports and follow up on outstanding receivables with project managers.
• Partner with project managers and sales teams to investigate and resolve billing discrepancies.
• Support the finance department to ensure customer financing is approved and funded timely.
• Manage third-party payment applications for timely collection and processing of transactions.
• Prepare weekly AR reports and communicate key cash flow insights to the leadership team.
• Reconcile customer accounts, resolve unapplied cash, and investigate discrepancies.
• Assist with month-end close activities related to accounts receivable.

• Monitor aging reports and proactively follow up on past-due accounts.
• Communicate professionally with customers regarding balances, payment status, and invoice questions.
• Escalate delinquent accounts in accordance with established policies.

• Maintain accurate AR records in the accounting system.
• Prepare AR aging, collection status reports, and other ad-hoc reporting as needed.
• Ensure compliance with internal controls, accounting standards, and audit requirements.

• Partner with Sales, Operations, and Accounting to resolve billing or payment issues.
• Identify and recommend opportunities to improve AR processes, accuracy, and efficiency.
• Support system enhancements, documentation, and standard operating procedures.

Perform Additional Accounting Related Projects Or Tasks Assigned.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions, provided such accommodation does not create undue business hardship.

A positive outlook and a pleasure to work with. A mature team player that thrives in a collaborative and supportive environment - No drama. Approach any challenge with a can-do attitude and take a creative approach to accomplishing tasks. Think critically and maintain an easygoing, friendly demeanor. Be authentic, do good work, and promote a healthy, balanced workplace.