Accounts Receivable Specialist

Key Responsibilities

• Accurately post customer payments (cash, check, ACH, credit card, online, lockbox).
• Reconcile daily deposits and ensure proper GL posting across multiple locations.
• Identify and resolve unapplied cash, short payments, and misapplied transactions.
• Process refunds and adjustments in accordance with company policy.
• Maintain accurate documentation supporting all payment activity.
• Monitor aging reports for all locations and follow up on delinquent accounts.
• Escalate high-risk or severely past-due accounts as appropriate.
• Assist with bad debt analysis, write-off recommendations, and month-end reporting.
• Serve as the primary point of contact for families with billing questions.
• Explain invoices, payment terms, and financing options clearly and compassionately.
• Work closely with funeral directors and location managers to resolve discrepancies.
• Handle sensitive information with confidentiality and professionalism.
• Track claim status to reduce delays and ensure timely payment posting.
• Prepare AR reports including aging summaries, cash receipts, and unapplied cash analysis.
• Support monthly close activities, including reconciliations and schedules.
• Adhere to internal controls, company policies, and confidentiality standards.
• Identify opportunities for process improvement across cash posting functions.
• Assist with internal and external audits as needed.

Qualifications

• A high school diploma or GED required; associate or bachelor’s degree preferred.
• 2–4 years of accounts receivable, high-volume cash application experience.
• Experience supporting multi-location or multi-entity operations is a plus.
• Proficiency with accounting/ERP systems.
• Strong Excel skills including sorting, filtering, and basic formulas; pivot tables preferred.
• Familiarity with merchant services, lockbox processing, and online payment platforms.
• Strong communication skills with the ability to convey financial information clearly.
• A high level of accuracy, detail orientation, and follow-through.
• Strong organizational skills and ability to manage multiple priorities.
• A commitment to confidentiality, integrity, and professional conduct.