Accounts Receivable Specialist

Description

Summary: The Accounts Receivable Specialist is responsible for executing day-to-day billing and receivables activities, including preparing customer invoices, posting payments, reconciling accounts, and following up on outstanding balances. This role requires strong attention to detail, accuracy, and customer service

Essential Duties and Responsibilities include the following: 

• Apply customer payments (checks, ACH, wire transfers) to appropriate invoices. 

• Monitor accounts receivable and follow up on outstanding payments

• Generate and issue accurate customer invoices based on sales orders.

• Communicate with customers regarding invoice status, payment schedules, and account issues in a professional manner. 

• Assist with new customer set up as needed

• Issue MSO’s to customers upon confirmation of payment and proper documentation.

• Review and release customer orders from credit hold once payment, credit approval, or resolution of outstanding balances is confirmed.

• Provide financial reporting related to Accounts Receivable as requested.

• Work with Finance team members to streamline processes and increase productivity.

• Perform other related duties as assigned by management.

Essential Skills and Experience:

• Experience in accounts receivable and billing, with a focus on day-to-day processing and accuracy.

• Ability to communicate clearly and professionally with colleagues and customers.

• Skilled in performing account reconciliations and resolving basic discrepancies.

• Organized and dependable, with the ability to manage routine tasks and meet deadlines.

• Strong attention to detail and accuracy in data entry and documentation.

• Service-oriented mindset with a focus on supporting internal teams and external customers.

• Works well in a team environment and contributes to a positive workplace culture.

• Proficient in Microsoft Office tools (Excel, Word, Outlook); experience with accounting/ERP systems a plus.

Role Qualifications:

• Collaborate with external customers and key internal stakeholders (including Finance and Sales) to deliver accurate, timely, and meaningful reporting and analysis.

Education and/or Experience:    

• Associates degree in Accounting, Finance or Business-related field from an accredited college; or three to six years related experience and/or training; or equivalent combination of education and experience.

Supervisory Responsibilities:  

• This job has no supervisory responsibilities.

Additional Requirements:

• Company sponsored continuing education may be required.

• Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Requirements

Office & Administration, Accounting