Accounts Receivable Specialist

Job Summary — The Accounts Receivable Specialist will assist in ensuring that the company receives payment for goods and services offered to clients.

The Accounts Receivable Specialist is responsible and accountable for :

• Preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable.
• Creating invoices according to company practices; submitting invoices/AIA billings and lien waivers to customers by monthly cut-off.
• Maintaining and updating customer records, including name or address changes, mergers, or mailing attentions.
• Drafting correspondence for standard past-due accounts and collections, identifying delinquent accounts by reviewing files, and contacting delinquent accountholders to request payment.
• Researching customer discrepancies and past-due amounts and works with other staff to resolve issues.
• Assisting in generating monthly billing statements and mailing or emailing to customers.
• Assisting Accounting Manager with Financial and Bank audits by providing requested information to auditors.
• Copying, filing, and retrieving materials for accounts receivable as needed.
• Maintaining onsite financial records from legacy platform in log book.
• Performing other related duties as assigned.

Essential Functions:

• Cash application/collections
• Invoice creation and submission of invoices and/or AIA billings
• Using office equipment to complete tasks
• Timely and professional correspondence through email and on the phone
• Assisting with answering phones as needed

Experience & Other Requirements:

• High School Education or equivalent
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
• Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
• Ability to work independently and in a fast-paced environment.
• Ability to anticipate work needs and interact professionally with customers.
• Excellent organizational skills and attention to detail.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to move up to 15 pounds at times.

Salary & Benefits

• Expected pay range $50K-$60K/year.
• Health insurance, dental insurance, vision plan.
• Short and long term disability.
• Employee Stock Ownership Plan (ESOP).
• 401K plan with company matching
• PTO and 8 paid holidays through the year