Accounts Receivable Specialist

Job Description

The Accounts Receivable Specialist supports the accounts receivable function by processing customer billing, monitoring account activity, and ensuring accurate financial records. This role works closely with internal teams and customers to resolve billing issues, maintain up-to-date account information, and support key financial reporting and closing activities.

• Process and post customer invoices, credit memos, and debit notes in ERP systems accurately and on time.
• Upload invoices into customer portals and ensure all required documentation is complete and correct.
• Monitor customer accounts for non-payments, delayed payments, and other irregularities, and elevate issues as needed.
• Follow up with clients regarding outstanding invoices and arrange payment plans when appropriate.
• Perform account reconciliations, investigate discrepancies, and resolve issues promptly.
• Apply cash receipts accurately to customer accounts and maintain clear documentation of payments.
• Generate aging reports and assist with forecasting and financial reporting activities.
• Maintain accurate and up-to-date customer records in ERP and related systems.
• Collaborate with internal departments such as Sales and Customer Service to resolve billing and account issues.
• Support month‑end and quarter‑end closing processes by preparing reports, reconciliations, and related documentation.
• Ensure compliance with company policies and relevant regulations in all billing and accounts receivable activities.
• Use Excel and Google Sheets, including Pivot Tables and VLOOKUPS, to analyze data and support reporting needs.

• Experience processing and posting customer invoices, credit memos, and debit notes in ERP systems.
• Hands‑on experience uploading invoices into customer portals.
• Proficiency in cash applications and applying customer payments to accounts.
• Strong accounts receivable experience, including monitoring accounts and performing reconciliations.
• Proficiency with Google Sheets and Microsoft Office applications.
• Advanced skills in Excel and/or Google Sheets, including Pivot Tables and VLOOKUPS.
• Experience with or comparable to SAP, JDE, or similar ERP systems.
• Ability to work with accounting data, including invoices, aging reports, and financial records.
• Comfortable with client interaction, including following up on outstanding invoices and discussing payment arrangements.
• High School Diploma or equivalent education.
• Strong attention to detail and accuracy in data entry and financial documentation.
• Ability to follow established policies and procedures and maintain compliance with relevant regulations.

• Associate’s or Bachelor’s degree in Accounting or a related field.
• 3–5 years of experience in Accounts Receivable.
• Experience with accounting functions such as collections and account analysis.
• Familiarity with office applications and productivity tools beyond core spreadsheets.
• Ability to collaborate effectively with cross‑functional teams such as Sales and Customer Service.
• Strong organizational and time management skills to handle multiple tasks and deadlines.
• Clear written and verbal communication skills for internal and external correspondence.

This role is fully onsite at the company’s headquarters and follows a Monday through Friday schedule from 8:00 a.m. to 4:30 p.m. The position operates in a professional office environment, working primarily with ERP systems, Microsoft Office, Google Sheets, and other standard office applications. The work involves regular collaboration with internal departments and direct communication with customers regarding billing and payments.

The setting supports focused, detail‑oriented work with access to typical office equipment and technology.

$18.00 – $22.00 per hour

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

San Francisco Fair Chance Ordinance:
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