Accounts Receivable Specialist

Position Summary

We are seeking a motivated and detail-oriented Accounts Receivable Specialist to join our accounting team. This role is ideal for an individual with 2-3 years of accounts receivable experience who is looking to expand their accounting knowledge and advance their career. The Accounts Receivable Specialist will be responsible for managing customer accounts, supporting collection efforts, applying cash receipts, and assisting with month-end activities while partnering with internal teams to improve cash flow and customer satisfaction.

This position offers opportunities for professional growth, increased responsibility, and advancement within the Finance and Accounting organization.

Essential Responsibilities

• Process and apply customer payments accurately and timely.
• Monitor accounts receivable aging and follow up on outstanding balances.
• Conduct professional collection efforts through phone calls, emails, and customer correspondence.
• Research and resolve invoice discrepancies, payment disputes, and account inquiries.
• Maintain customer account records to include onboarding of new customers and document collection activities.
• Reconcile customer accounts and investigate unapplied cash or payment variances.
• Assist with month-end close activities, including account reconciliations and reporting.
• Prepare aging reports and provide collection status updates to multiple departments.
• Collaborate with Sales, Customer Service, and Operations teams to resolve billing issues and improve collection performance.
• Identify process improvement opportunities to enhance efficiency within the accounts receivable function.
• Assist with special projects and cross-training opportunities within the Accounting Department.
• Managing high volume accounts receivable inbox with responses provided within 24 hours.
• Assist in customer portals and upload invoices.

Qualifications

• Associate or bachelor’s degree in accounting, Finance, Business Administration, or a related field preferred or equivalent experience.
  
• 2-3 years of accounts receivable, billing, cash application, or collections experience.
• Experience communicating with customers regarding account balances and payment resolution.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Excel and accounting software/ERP systems.
• Excellent written and verbal communication skills.
• Ability to prioritize tasks in a fast-paced environment and meet deadlines.
• Strong problem-solving and customer service skills.

Preferred Qualifications

• Experience with ERP systems such as NetSuite, Oracle, SAP, or Microsoft Dynamics.
• Exposure to account reconciliations and month-end close processes.
• Intermediate Excel skills including VLOOKUPs, Pivot Tables, and reporting functions.

Growth & Development Opportunities

This position is designed for a candidate seeking to grow within the Accounting and Finance organization. Successful employees may have opportunities to develop skills in:

• Collections Management
• General Accounting
• Revenue Recognition
• Financial Reporting
• Process Improvement Initiatives
• Senior Accounts Receivable or Staff Accountant roles

Key Competencies

• Customer Relationship Management
• Collections and Negotiation Skills
• Financial Accuracy
• Analytical Thinking
• Communication
• Time Management
• Initiative and Professional Growth Mindset
• Team Collaboration #LI-OE

Reports To: Director of Finance

Career Path: Accounts Receivable Specialist → Senior Accounts Receivable Specialist → Staff Accountant → Accounting Manager

This role is an excellent opportunity for an accounting professional early in their career who wants to build a solid foundation in finance while contributing to the organization's cash flow and operational success.