Accounts Receivable Accountant

Position Summary

The AR Accountant will help manage cash receipts, payment application, billing support, reporting, and related accounts receivable activity. The ideal candidate is organized, accurate, service-minded, and comfortable working across teams to support clients, advisors, operations, and accounting partners. This position offers work-from-home flexibility two days per week following the initial orientation period. Hybrid work arrangements are subject to job performance and manager approval.

Position Responsibilities

• Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time
• Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently
• Support timely and accurate client setup, billing information, and account maintenance
• Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts
• Maintain accuracy in supporting documentation for bank deposits and miscellaneous accounts receivable activity
• Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting
• Aid in the integration of mergers, acquisitions, and lift-outs into Clearstead’s billing and accounts receivable processes
• Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support
• Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows
• Perform other duties as assigned

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field
• Experience in financial services, wealth management, professional services, or a similar client-service environment
• Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms

About Clearstead

We are Clearstead, an independent institutional investment and private wealth advisory firm in Cleveland, Ohio. Our institutional clients include retirement funds, endowments and foundations, higher education institutions, and healthcare organizations. Our private clients are families, individuals, and related entities. There’s a popular line at Clearstead: “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another and of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing information and ideas. This helps us attract and retain strong and motivated individuals.