Accounts Receivable Generalist

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

The Accounts Receivable Generalist is responsible for ensuring the accurate and timely preparation of customer invoices, monitoring accounts receivable, and supporting collection activities to optimize cash flow. This role requires strong attention to detail, excellent organizational skills, and the ability to collaborate effectively with internal teams—especially Project Management—to resolve billing issues and maintain strong customer relationships.

• Prepare, review, and issue customer invoices in accordance with company policies, contract terms, and project milestones.
• Monitor accounts receivable aging and follow up with customers to ensure timely payment.
• Research and resolve billing discrepancies, including participating in bi-monthly billing meetings with the Project Management team to review project progress, address outstanding issues, and ensure billing accuracy.
• Collaborate closely with Project Managers to confirm project data, contract terms, and change orders are accurately reflected in invoices.
• Generate and distribute regular AR reports for management, highlighting overdue accounts and collection status.
• Support month‑end closing processes, including AR reconciliations and revenue reporting.
• Maintain accurate customer records, billing data, and documentation.
• Assist in process improvements to streamline billing, communication, and collection activities.
• Provide exceptional customer service by responding to billing inquiries promptly and professionally.

• Associate’s degree in Accounting, Finance, or related field preferred, or equivalent work experience.
• 1+ years of experience in billing, accounts receivable, or general accounting.
• Proficiency in accounting software (e.g., Quick Books, Net Suite, SAP, or similar) and Microsoft Excel.
• Strong analytical, problem‑solving, and organizational skills.
• Excellent communication and interpersonal abilities, with a team‑oriented approach.
• Ability to work independently and manage multiple priorities in a fast‑paced environment.

• Knowledge of GAAP and basic accounting principles.
• Experience with ERP systems or industry‑specific billing platforms.
• Familiarity with collections practices and credit management.