Accounts Receivable Specialist

Overview

The role

Treewalk is an innovative and entrepreneurial mid-size accounting firm headquartered in Vancouver with an expanding office presence across the country. We are a CPABC pre-approved training office that supports CPA students through their journey to designating. You don’t have to be in the program to join us – we are open to working with you to shape the career path that works for you.

If you want to work with a great team of accounting professionals, you’ve found the right place.

We are looking for a billing/accounts receivable specialist whose primary responsibility will be managing the billing process, ensuring accurate and timely invoicing, and handling all aspects of accounts receivable. You will play a key role in maintaining positive cash flow by following up on overdue accounts, resolving discrepancies, and ensuring smooth financial operations.

• Generate and process invoices for clients according to contracts, terms, and agreements.
• Ensure invoices are accurate and issued in a timely manner, reflecting the correct charges and payment terms.
• Maintain billing records and update customer information in the accounting system.
• Monitor and manage accounts receivable aging reports to ensure timely collection of outstanding balances.
• Follow up on overdue accounts by phone, email, and written correspondence, ensuring a professional and effective approach.
• Process and apply customer payments, including checks, ACH transfers, and credit card payments.
• Act as the primary point of contact for customers regarding billing inquiries, payment issues, and discrepancies.
• Investigate and resolve billing discrepancies, ensuring customer satisfaction and retention.
• Collaborate with internal teams to address any billing-related issues or changes.
• Prepare regular reports on accounts receivable status, aging, and collection efforts for management review.
• Provide suggestions for optimizing the billing cycle and improving cash flow management.

• A diploma or degree in Accounting, Finance, Business Administration, or a related field.
• 2+ years of experience in billing, accounts receivable, or a similar finance role, preferably within a fast-paced environment.
• Proficiency in accounting software (e.g., Quick Books Online, Sage, Xero, etc.) and Microsoft Office Suite (Excel, Word).
• Strong understanding of accounting principles and billing procedures.
• Experience with handling electronic payments, ACH, and credit card processing is an asset.
• Strong attention to detail with excellent organizational and time management skills.
• Ability to work independently, as well as part of a team.
• Problem-solving skills and the ability to resolve payment issues professionally.

We will cover your CPA schooling, annual dues, and professional development courses. Better yet, we do not have a claw-back policy - if you decide to leave Treewalk at any point, we will never ask for that money back.

We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.

We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!

Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.

We are one of the fastest-growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech start-up, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning toward a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry.

Our accounting…