Accounts Receivable Specialist

WHAT IS YOUR ROLE

As an Accounts Receivable Specialist, your responsibilities and duties include overseeing age receivables, invoicing, and client reporting work associated with the company. You will perform the monthly invoicing and age receivable duties, including accounting entries, reconciling, distributing customer invoices, and ensuring timely cash collection. You will function as a key part of the company’s finance team. Your main priority is to maintain and improve our client experience. You are also expected to provide additional support to management during audits or other busy times.

WHAT WILL YOU DO

Accounts Receivable

• Send invoices and communicate with clients and customers to request and arrange payments.
• Manage collection efforts and associated functions.
• Send a statement to outstanding customers.
• Record and track payments in databases and accounting software.
• Perform account reconciliations in a timely and accurate manner.
• Interact with customers to resolve outstanding issues.
• Reconcile Accounts Receivable (A/R) to the General Ledger (G/L).
• Perform weekly accounts receivable aging reports.
• Collaborate with relevant departments on profitability and other ad-hoc reporting.

Accounting

• Maintain bookkeeping databases and spreadsheets, updating information as needed.
• Create reports and balance sheets documenting overall profits and losses.
• Analyze financial data and ensure compliance.
• Continuously evaluate current policies and recommend process improvements.
• Handle sensitive information in a confidential manner.
• Provide support for internal and external audits.
• Investigate and resolve irregularities or inquiries.
• Assist in general financial management and analysis.
• Execute various financial procedures, including:
• Month-end and year-end closings.
• Cash flow reports.
• Monthly financial and management reports.

In addition, other clerical and administrative duties as required are expected.

Requirements

WHAT WE’LL LIKE ABOUT YOU

YOU ARE...

• Curious and authentic, just like us!
• An analytical and critical thinker, with an eye for even the most minute details.
• Passionate about client satisfaction.
• Proactive and self-motivated.
• Strongly interested in learning new ideas, processes, and unique requirements, and willing to share your skills and talents with the team.
• Able to handle and prioritize multiple tasks and meet deadlines.
• Highly self-motivated and able to work with minimal supervision.
• Able to maintain confidentiality and exercise extreme discretion.
• Honest and trustworthy.
• Able to adapt to change and learn quickly.
• Able to work during US business hours.

YOU HAVE...

• At minimum, an associate's degree in Accounting or a related field.
• 3–5 years of experience with collections, invoicing, and general accounting.
• Experience working with SaaS products is a plus.
• Experience in multi-level verbal and written communication, with the ability to effectively communicate processes/rules to internal and external customers.
• Strong attention to detail with a dedication to accuracy.
• Knowledge of GAAP and basic accounting principles.
• Effective decision-making and follow-through.
• Expert project management and organizational skills.
• Technical aptitude with expert experience in Excel and ERP/CRM systems required. Experience with Sage Intacct and Salesforce is a plus.