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Jobs · Accounting · Washington

Accounts Receivable & Financing Specialist

Vertex Service Partners · Mill Creek, WA · 3 wk ago
On-siteAccounting$62k–$80k/yrFull-time

About the role

Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands.

Key Responsibilities

  • Own the financial closeout process for all West Region projects, ensuring timely invoicing, payment collection, and account reconciliation.
  • Drive collection efforts and manage AR aging performance, proactively resolving outstanding balances and reducing days sales outstanding (DSO).
  • Lead collections escalations for past-due accounts, including lien coordination and communication with leadership.
  • Manage progress billing and payment schedules to ensure customer and financing payments are collected on time.
  • Serve as the primary liaison for financing partners and funding platforms, ensuring timely approvals, funding, and issue resolution.
  • Guide homeowners through financing processes and remove obstacles that could delay installation or payment.
  • Process and reconcile payments within ServiceTitan, ensuring accurate job-level financial records.
  • Prepare project closeout packages and ensure all financial and documentation requirements are completed.
  • Partner cross-functionally with Operations, Sales, Production, and Accounting teams to resolve issues and support successful project completion.
  • Support reporting, bad debt analysis, audits, and continuous improvement initiatives related to billing and collections.
  • Maintain compliance with company policies, customer requirements, and financial controls.

Qualifications

  • 2+ years of experience in accounts receivable, billing, project administration, or a related accounting or operations role.
  • Strong understanding of project billing, purchase orders, change orders, and invoicing processes.
  • Comfortable communicating directly with homeowners, financing lenders, and internal leadership to resolve issues quickly and professionally.
  • Strong organizational skills with high attention to detail.
  • Able to manage multiple projects and deadlines simultaneously.
  • Excellent communication and problem-solving skills.

Preferred Skills

  • Congstruction or contractor industry experience.
  • Proficiency with ServiceTitan, Sage, and accounting platforms.
  • Proficiency with MS Excel.
  • Knowledge of billing, retainage, and contract closeout requirements.
  • Experience with customer invoicing portals and compliance documentation.
  • Analytical mindset with ability to identify cost discrepancies and process improvements.

Work Environment

  • Onsite Daily office work environment.
  • Frequent coordination with operations, accounting, procurement, and field teams.
  • May require occasional extended hours during month-end or project completion cycles.

Compensation & Benefits

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Estimate of Total Expected Annual Earnings” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Full-time employees are eligible to participate in the following benefits:

  • Health, Dental, and Vision Insurance
  • 401(k) with company match
  • Company sponsored Life and AD&D coverage
  • Paid Time Off
  • Opportunities for growth and on-the-job training

Why Join Us?

  • Build Something Big – Shape processes for a rapidly growing organization.
  • Growth-Oriented Culture – Work in a dynamic, people-first environment.
  • Make an Impact Across Regions – Partner with business leaders to drive meaningful change.

Apply Today!

To apply for this job, please visit our careers page and follow the instructions there.

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