Accounts Receivable Specialist

About the role

The Accounts Receivable Specialist is responsible for managing incoming payments, maintaining accurate records of customer accounts, and ensuring timely collection of outstanding invoices. This role works closely with customers, sales, and internal teams to resolve billing issues, apply payments, and support cash flow goals.

Essential Functions

• Process and apply incoming payments via check, ACH, or credit cards
• Generate and send invoices and account statements to customers upon request
• Monitor accounts for overdue payments and follow up on past due balances
• Investigate and resolve customer payment discrepancies and billing issues
• Communicate with internal departments to ensure accurate invoicing and documentation
• Maintain accurate and organized records of all receivables activity
• Assist with month-end close by preparing AR aging statements and account reconciliations
• Support the finance team during audits with requested documentation
• Respond promptly and professionally to customer inquiries
• Assist customers in set-up / accounts receivable portal troubleshooting
• Other duties as assigned

Core Competencies

• Accuracy and Attention to Detail
• Communication
• Time Management
• Customer Service
• Problem Solving

Job Specific Competencies

• Proficiency with accounting software and Microsoft Excel
• Familiarity with invoicing and collections best practices
• Understanding of basic accounting principles
• Ability to manage multiple accounts and prioritize workload

Work Environment

This role operates in a professional office environment.

Physical Demands

• Prolonged periods sitting and working on a computer
• Occasional lifting of files or documents up to 10 pounds

Schedule

• Monday through Friday, full-time hours
• Occasional extended hours during peak periods

Required Education and Experience

• High school diploma or equivalent
• 2+ years of experience in accounts receivable, billing, or related accounting role

Preferred Education and Experience

• Associate degree in Accounting or Business
• Experience with ERP systems such as Microsoft Dynamics or SAP