AR Specialist

The Accounts Receivable Specialist II is responsible for performing advanced accounts receivable activities, including complex billing research, cash application, account reconciliation, customer account adjustments, and resolution of escalated billing discrepancies. This position independently manages specialized transactions and account issues, particularly those involving complex commercial billing arrangements, multiple customer locations, and detailed payment requirements. The AR Specialist II also supports rate increase administration, advance deposit tracking, financial reporting, billing audits, and process improvements.

As an experienced member of the AR team, this position provides technical guidance and assists with cross-training while helping ensure accurate customer balances, effective financial controls, and efficient accounts receivable operations.

• Independently research and resolve complex customer billing discrepancies, account adjustments, and transaction errors.
• Review and reconcile customer account activity, including invoices, payments, credits, and other billing transactions.
• Manage specialized billing requirements for commercial and multi-location customers, including purchase orders, consolidated billing, and customer-specific invoicing requirements.
• Process and validate complex account adjustments, corrections, debits, and credits within established authorization guidelines.
• Research discrepancies between customer account records, billing information, and supporting documentation.
• Complete specialized accounts receivable processing activities and resolve exceptions requiring advanced analysis.
• Research and resolve unapplied or unidentified customer payments, including short payments, over payments, and misapplied transactions.
• Review customer remittance information, payment records, and open invoices to ensure accurate payment application.
• Investigate complex payment discrepancies involving commercial customers, multiple locations, and consolidated remittances.
• Identify customer payments received in advance of invoicing and coordinate with designated accounting personnel to ensure appropriate classification and tracking.
• Monitor assigned advance deposits and coordinate application to customer invoices as work is completed and billed.
• Audit cash application transactions, identify posting errors, and process authorized corrections in accordance with established financial controls.
• Monitor assigned unapplied cash items and aging, ensuring timely research, follow-up, and escalation.
• Identify recurring cash application errors and recommend improvements to processes and system functionality.
• Prepare, review, and process customer rate increase data in accordance with approved pricing changes and established procedures.
• Compile rate increase information and supporting documentation for management review.
• Generate and validate recurring accounts receivable, billing, sales, commission, and financial reports as assigned.
• Perform account audits and research variances to ensure accuracy of financial and customer account information.
• Coordinate specialized customer invoice files, billing communications, and related activities with internal teams and external vendors.
• Maintain accurate records and documentation supporting billing, reporting, and reconciliation activities.

• Resolve complex customer inquiries involving billing discrepancies, payment applications, account balances, and invoice requirements.
• Collaborate with Finance, Sales, Operations, and Customer Operations to resolve account issues requiring cross-functional coordination.
• Communicate account findings, corrections, and resolutions clearly to customers and internal stakeholders.
• Escalate matters requiring accounting judgment, policy exceptions, or management approval.
• Maintain professionalism, responsiveness, and confidentiality when handling sensitive financial matters.

• Serve as an experienced technical resource to AR Specialist I employees regarding established procedures and complex transactions.
• Assist with cross-training, onboarding, and knowledge sharing.
• Identify recurring billing issues, processing inefficiencies, and opportunities to improve accuracy or productivity.
• Recommend improvements to standard operating procedures, financial controls, and system workflows.
• Participate in testing, implementation, and optimization of ERP…