Jobs · Finance · New York

Accounts Receivable Specialist

CFS · Orangeburg, NY · 2 days ago
Finance$50k–$55k/yrFull-time

About the Opportunity

Our client, a growing and fast-paced company in the water treatment industry, is seeking a sharp, organized, and tech-savvy Accounts Receivable & Administrative Assistant to join their team. This is a great opportunity for a recent college graduate or early-career professional who is highly motivated, comfortable with technology, and eager to grow within an organization. The ideal candidate is a strong problem-solver who can thrive in a high-volume environment, manage multiple priorities, and quickly learn new systems and processes. The office environment is casual, energetic, and fast-paced, offering the opportunity to take on a variety of responsibilities across Accounts Receivable, billing, administrative support, and general office operations.

Responsibilities

  • Process customer invoices and assist with various Accounts Receivable and billing activities.
  • Process and track customer payments, including credit cards, ACH payments, virtual cards, checks, and portal payments.
  • Monitor customer aging reports and assist with payment tracking and follow-up.
  • Navigate QuickBooks Desktop daily to support invoicing, payment processing, and other accounting-related tasks.
  • Process vendor bills and assist with matching and tracking customer orders and shipments.
  • Manage invoicing and payment activity through multiple customer portals and cloud-based platforms.
  • Upload invoices, compliance documentation, insurance certificates, and other required materials to customer and vendor portals.
  • Monitor a high-volume shared email inbox, ensuring inquiries are addressed, prioritized, and routed to the appropriate team members.
  • Receive and distribute mail, process incoming checks, receive packages, and assist with general office organization.
  • Track shipments and customer orders through carriers such as UPS, FedEx, and LTL providers.
  • Assist with project-based and customer-specific invoicing.
  • Help improve workflows, organization, and processes through technology and automation.
  • Take ownership of daily tasks and ensure deadlines and priorities are consistently met.

Qualifications

  • Strong foundational knowledge of QuickBooks, preferably QuickBooks Desktop.
  • Comfortable learning and navigating multiple cloud-based software platforms and customer portals.
  • Proficiency with Microsoft Outlook, Word, and Excel.
  • Highly organized with strong attention to detail and the ability to manage multiple priorities.
  • Comfortable working in a high-volume, fast-paced environment.
  • Strong problem-solving skills and the ability to work independently.
  • Excellent written and verbal communication skills.
  • Tech-savvy with a strong interest in digital tools, automation, and improving processes.
  • Self-motivated, dependable, and disciplined in managing daily responsibilities.

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