Accounts Receivable Billing Specialist

Job Duties and Responsibilities (Essential Functions)

• In a landscape maintenance company using Aspire, this role is: More operationally tied (reviewing work tickets, contracts, services) Less pure accounting and more billing systems + process ownership Often involved in fixing workflow gaps and billing errors, not just posting payments
• Create invoices and account statements according to company practices; submit accurate and timely invoices to customers in accordance with Company revenue recognition policies and in line with GAAP
• Maintain and update customer records, including name or address changes, mergers, mailing attentions, and billing preferences
• Prepare, post, verify, and record customer payments and transactions related to accounts receivable
• Research and resolve customer discrepancies and past-due amounts
• Proactively communicate with accounting, sales, and customers regarding standard past-due accounts and collections
• Provide helpful assistance and documentation to customers as needed, including form W9, certificates of insurance, payment processing information, etc.
• Reconcile accounts receivable and additional GL accounts as assigned
• Prepare ad hoc analysis as needed
• Process periodic sales tax filings
• Partner with the accounting team, as well as other teams in the organization, to implement best practices and process improvements
• Perform other related duties as assigned

Knowledge / Skills / Abilities

• Experience with billing and collections
• Excellent verbal and written communication skills
• Proficient in Microsoft Teams and Microsoft 365
• Experience is strongly preferred with a service management software, such as Aspire or Service Titan
• Proficiency with a mid-level ERP system, such as Acumatica
• Understanding of sales tax requirements
• Able to work independently and as part of a team in a fast-paced environment
• Results oriented – ability to manage and meet deadlines
• Ability to think critically, anticipate work needs, and interact professionally with customers
• Excellent problem-solving skills
• Highly organized and attentive to detail