Accounts Receivable and Invoicing Specialist

About the role

We’re looking for a highly organized and experienced Accounts Receivable Specialist to join our team. This position plays a vital role in ensuring the financial health of our projects by managing customer invoicing, maintaining accurate records, and supporting coordination between the field and office.

Responsibilities

• Process, verify, and post incoming customer payments accurately and efficiently.
• Generate and send invoices in a timely manner based on project billing terms.
• Reconcile the accounts receivable ledger and resolve any discrepancies.
• Communicate with customers regarding overdue invoices and payment status.
• Prepare monthly accounts receivable reports, including aging summaries.
• Verify project taxability and sales tax application for accurate job setup and billing.
• Coincide with jobsite supervisors and project managers to gather necessary billing information and resolve project-related account issues.
• Set up all new jobs in the Vista by Viewpoint ERP system with correct tax codes, contract terms, and billing details.
• Produce regular job cost reports and assist project managers in tracking budgeted versus actual costs.
• Coincide with optional jobsite data entry into the TRACK system for customers requiring this integration.

Requirements

• 5+ years in accounts receivable, bookkeeping, or related accounting roles within a project-based environment.
• A high school diploma required; an Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
• Advanced Microsoft Excel REQUIRED (pivot tables, formulas, VLOOKUP, etc.).
• Experience with Vista by Viewpoint ERP system is preferred.
• Familiarity with TRACK jobsite reporting software is a plus.
• Understanding of GAAP principles and job cost accounting.
• Strong written and verbal skills to coordinate effectively with field personnel, internal teams, and customers.
• Exceptional accuracy and organizational skills with a proactive, problem-solving mindset.

Qualifications

• High school diploma required.
• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
• Advanced Microsoft Excel skills are required.
• Experience with Vista by Viewpoint ERP system is preferred.
• Familiarity with TRACK jobsite reporting software is a plus.
• Understanding of GAAP principles and job cost accounting.
• Strong written and verbal communication skills.
• Exceptional accuracy and organizational skills.

Skills

• Microsoft Excel proficiency (pivot tables, formulas, VLOOKUP, etc.)
• Vista by Viewpoint ERP system experience
• TRACK jobsite reporting software familiarity
• GAAP principles and job cost accounting knowledge
• Strong written and verbal communication skills
• Exceptional accuracy and organizational skills

Benefits

• Competitive salary based on experience.
• 100% company-paid health and dental insurance for employees.
• Optional dependent and family coverage available.
• 401(k) plan with employer match.
• Paid vacation, sick leave, and holidays.

Pay

$25 - $28 per hour