Accounts Receivable Specialist

POSITION PURPOSE

The Accounts Receivable Specialist is responsible for the accurate, timely, and complete processing, reconciliation, and reporting of accounts receivable activity. The role independently manages key receivable processes, resolves complex payment and account issues, supports the monthly close, and serves as a knowledgeable resource for internal and external stakeholders on accounts receivable matters. The position also supports continuous improvement of AR processes, systems, controls, and documentation to improve accuracy, efficiency, and the member experience.

• Manage day-to-day accounts receivable activities, including the transfer, posting, and reconciliation of member invoices and payment data across Salesforce, Certinia, Cvent, and related systems.
• Research and resolve unidentified or misapplied payments, including wires, ACH payments, checks, and credit card transactions.
• Manage accounts receivable activity related to Lifetime Dues, including installment monitoring, delinquency follow-up, account reconciliation, and membership conversions.
• Respond to and resolve AR-related inquiries from members and internal stakeholders through Salesforce Service Console, email, and other communication channels.
• Review and process member refunds in coordination with Accounts Payable and in accordance with established policies and approval requirements.
• Perform monthly accounts receivable close activities, including reconciliation of AR aging to the general ledger, preparation of supporting schedules, and investigation of variances.
• Monitor past-due accounts and perform collection follow-up in accordance with organizational policies and procedures.
• Research and resolve member credit card disputes and payment-related issues.
• Partner with General Ledger and Accounts Payable teams on bank reconciliation items, refund activity, and other transactions impacting accounts receivable.
• Prepare and process miscellaneous invoices and ensure appropriate supporting documentation and accounting treatment.
• Coordinate the annual membership renewal billing process, including system testing, invoicing accuracy, and product configuration in Salesforce.
• Prepare and post journal entries related to accounts receivable activity.
• Identify opportunities to improve AR processes, documentation, controls, and system workflows, and assist with implementing approved improvements.
• Support annual audit requirements and prepare documentation and responses for AR-related audit requests.
• Work with IT and Finance partners to research and resolve system issues affecting receivable transactions and financial data integrity.
• Support Finance leadership with special projects, analysis, and other AR-related initiatives.
• Ensure compliance with YPO financial policies, procedures, accounting requirements, and internal controls.

• Strong working knowledge of accounts receivable processes and related accounting concepts.
• Ability to independently manage assigned AR responsibilities and follow issues through resolution.
• Strong reconciliation and analytical skills, including the ability to research and resolve complex payment, billing, and account discrepancies.
• High degree of accuracy, attention to detail, and commitment to appropriate controls and documentation.
• Strong systems aptitude and ability to work effectively across ERP, CRM, event registration, and payment platforms.
• Ability to identify process issues and recommend practical improvements.
• Strong organizational and prioritization skills with the ability to manage multiple responsibilities and deadlines.
• Sound judgment and ability to determine when issues can be resolved independently and when escalation is appropriate.
• Strong interpersonal and communication skills with the ability to work effectively with members, associates, vendors, and other stakeholders.
• Ability to explain account and payment issues clearly and professionally.
• Ability to work collaboratively across Finance and other organizational functions.
• Ability to maintain confidentiality and exercise discretion when handling financial and member information.
• Global mindset and sensitivity to international customs, communication styles, and member needs.
• Strong written and verbal communication skills, including attention to accuracy and detail.
• Demonstrated curiosity and willingness to learn new systems, tools, and processes.

• 4+ years of progressive accounts receivable, accounting, or related finance experience.
• Proficiency…