Accounts Receivable Specialist

The Accounts Receivable Specialist is responsible for maintaining the accuracy of the company's accounts receivable records. They will ensure that all payments are entered and documented correctly and will work with customers and management to resolve any billing issues. The accounts receivable clerk is also responsible for various tasks related to the billing cycle. These include resolving discrepancies between invoices and payment receipts, preparing invoices and other billing documents, and maintaining accurate customer records.

They must also be able to effectively communicate with customers and management to resolve any billing issues. The ideal candidate for this position has excellent customer service skills, is proficient in computer usage, and has at least one year of experience in an accounts receivable role.

• Process high-volume billings accurately and in a timely manner, ensuring compliance with company policies and customer contract terms.
• Review and verify billing data, purchase orders and contracts for accuracy prior to invoicing.
• Organize and update digital records
• Update and retain customer account information related to special billing conditions, tax status, a person of contact for invoice approval, billing addresses, and special billing rates.
• Coordinate with Project Managers to establish billing timing and procedures/progress billings.
• Prepare payment requisitions for projects that require AIA pay application formats both internally and through third party pay application management systems.
• Remind customers about upcoming payments or past-due accounts and follow up weekly to ensure that the payments are received timely and regularly.
• Work with project managers and customers to resolve receivable issues.
• Process invoice credits, as necessary.
• Keep accurate records of payments received from customers.
• Record electronic or check deposits to company bank accounts.
• Maintain billing log and prepares retention billing at end of project.
• Create reports for managers and provide records when requested.
• Work with project managers to ensure project records are complete and accurate.

• Ability to provide good customer service and address complaints promptly.
• Knowledge in data entry.
• Knowledge of bookkeeping and other financial software.
• Understanding of and ability to adhere to accepted accounting principles.
• Proficient with accounting software.
• Excellent organizational skills and diligence.
• Excellent written and verbal communication skills.
• Proficient in Google Suite, Net Suite, or similar software.
• Problem solving and an initiative-taking mindset.
• All other duties as assigned

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Previous experience in accounts receivable or a similar role is a plus
• Strong knowledge of corporate accounting principles and practices
• Proficiency in using accounting software such as Quick Books or similar programs
• Excellent attention to detail and ability to analyze financial data
• Strong organizational and time management skills
• Effective written and verbal communication skills, including phone etiquette for customer interactions
• Ability to negotiate payment terms with customers when necessary

• Remaining in a stationary position, often standing or sitting for prolonged periods:
  Constantly
• Moving about to accomplish tasks at a worksite or moving from one worksite to another:
  Never
• Moving self in different positions to accomplish tasks in various environments, such as stooping, kneeling, or crouching:
  Rarely
• Adjusting, moving and lifting objects in all directions:
  Constantly Talking and hearing to communicate with others:
  Constantly
• Seeing to perform job duties at close range, such as monitors or screens:
  Constantly
• Seeing to perform job duties at a distance, such as driving or operating equipment:
  Never
• Repeating motions that may include the wrists, hands and/or fingers:
  Constantly
• Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like:
  Never
• Operating machinery and/or power tools:
  Never
• Operating motor vehicles or heavy equipment:
  Never
• The ability to travel regionally or nationally:
  Never

• Sedentary work that primarily involves sitting/standing:
  Constantly
• Light work that includes moving objects up to 20 pounds:
  Occasionally
• Medium work that includes moving objects up to 50 pounds:
  Never
• Heavy work that includes moving objects up to 100 pounds or more:
  Never

• Low temperatures:
  Never
• High temperatures:
  Never
• Outdoor elements such as precipitation and wind:
  Never
• Noisy environments:
  Never
• Hazardous conditions:
  Never
• Shift work, to…