Accounts Receivable Specialist

Accounts Receivable Specialist 

$21-$23/hr – Mon – Fri 8am – 5pm 

The candidate will be doing 70% of collections and must be able to work with the project managers and external departments. Must be good at communicating with the Leadership team.

The Accounts Receivable Specialist plays a vital role in supporting the Accounting department by managing customer invoicing, ensuring the timely collection of overdue invoices, and processing payments to maintain consistent cash flow. This role also involves maintaining accurate accounts receivable records and generating detailed financial reports to support accurate financial reporting.

• Create invoices for Milestone Billings, Sales Orders, Boiler Rentals and Services, and send them to customers via email.
• Accurately apply customer payments to corresponding invoices.
• Actively manage collections by following up on overdue invoices through phone and email, identifying reasons for delayed payment, and working with customers to ensure timely resolution and payment.
• Collaborate with interdepartmental teams, including attending weekly project meetings, to resolve past-due invoice issues and support collections efforts by communicating updates to Project Managers.
• Organize and lead meetings with the Senior Leadership Team to review aged accounts, discuss collection strategies, and address dispute resolutions.
• Oversee accurate sales tax reporting and compliance, ensuring timely filing of all sales tax returns.
• Prepare monthly accounts receivable reports to support the month-end closing process.
• Perform reconciliations of general ledger accounts to ensure accuracy and completeness.
• Maintain and update accounts receivable aging reports, ensuring proper application of credits, collections, and resolution of uncollectible amounts.
• Assist in the continuous improvement of accounts receivable processes to increase efficiency and effectiveness.
• Adhere to company and department policies and procedures to ensure compliance in all financial transactions and activities.
• Perform other duties and special projects assigned to support Accounting Department goals.
• Availability to work additional hours during the month-end close and as needed to meet deadlines.
• Ability to work independently, prioritize tasks effectively, and manage multiple responsibilities in a fast-paced environment.
• Exceptional analytical and problem-solving skills with a strong focus on accuracy and attention to detail.
• Demonstrated experience in handling customer inquiries and resolving payment issues professionally.
• Dedicated to maintaining accuracy while following company policies and financial regulations.
• Excellent time management skills with the ability to meet tight deadlines.
• Willingness to learn and adapt to new systems and technologies.
• Strong interpersonal, verbal, and written communication skills, with the ability to interact effectively with team members and customers.
• Proficient in 10-key data entry by touch.
• Intermediate proficiency in Microsoft Office Suite (Outlook, Word, Excel), including intermediate-level Excel skills for data analysis and reporting.
• Experience working with NetSuite or other enterprise-level ERP systems preferred.

EDUCATION & EXPERIENCE REQUIREMENTS:

• High school diploma, GED, or equivalent required.
• Minimum of 1-2 years of accounts receivable experience, including customer collections.

Qualifications

• HS Diploma or GED
• 1-2 Yrs Experience