Accounts Receivable Specialist

Role Responsibilities

• Prepare, send, and collect invoices for all applicable entities.
• Ensure support provided for A/R invoices includes proper documentation to adequately support each billing request.
• Monitor accounts receivable balances and take appropriate company-approved steps to collect outstanding payments, including delinquent payments.
• Establish and maintain a process for communicating collection status to the appropriate internal team members.
• Escalate payment issues, discrepancies, or collection concerns to management as necessary.
• Perform daily cash management duties, including recording A/R receipts deposited directly to the bank account.
• Confirm cleared transactions are legitimate and not fraudulent.
• Monitor A/R inboxes and respond to internal and external inquiries timely and professionally.
• Contact clients, vendors, and trade partners by phone, email, and mail regarding outstanding balances, payment status, and account questions.
• Research and resolve account discrepancies, billing issues, and payment application questions.
• Prepare A/R aging reports and other analytical reports to help management understand collection status and progress.
• Assist with payment application requests and provide information required for investor capital calls.
• Establish and maintain interdepartmental communication regarding billing and payment status.
• Aid in project cost accounting and job-related billing documentation as needed.
• Assist with month-end close processes, including account reviews, research, reconciliations, and analysis.
• Identify opportunities to streamline and improve accounts receivable processes.
• Exercise integrity and confidentiality in financial reporting and compliance with financial requirements.
• Support the finance and accounting team with other related duties as assigned.

Required Skills & Qualifications

• Minimum of 3 years of experience in accounts receivable, accounting, bookkeeping, or a related role preferred.
• Experience in Accounts Receivable is required.
• Strong QuickBooks experience required.
• Construction, homebuilding, build-to-rent, real estate development, or project cost accounting experience strongly preferred.
• Understanding of basic principles of finance, accounting, bookkeeping, and GAAP.
• Experience preparing invoices, posting payments, reviewing aging reports, following up on outstanding balances, and resolving account discrepancies.
• Strong organizational skills and ability to manage multiple open items, deadlines, and follow-up tasks.
• High attention to detail and accuracy.
• Strong problem-solving skills and ability to independently research and resolve issues.
• Excellent written and verbal communication skills.
• Ability to communicate professionally with internal team members, clients, vendors, and trade partners.
• Moderate to advanced Excel skills.
• Experience with Smartsheet or similar database/project tracking software preferred.
• Quick learner, self-starter, and proactive in identifying needs and next steps.
• Ability to work well both independently and within a team.
• Experience identifying process improvements and helping improve accounting workflows preferred.
• Discretion required for sensitive company, financial, and personnel data.
• Ability to read, analyze, and interpret financial statements and accounting reports.

Schedule

Monday–Friday, standard daytime hours; 8:00 a.m. – 5:00 p.m.
Occasional weekend work may be required.

Compensation

$40,000 – $60,000 annually.

Benefits

• 100% Medical, Dental, and Vision insurance covered for the employee and their children.
• 401(k) with a Safe Harbor match formula of 100% of employee contributions up to 3% of compensation, then 50% matching contribution of the next 2% of compensation.
• Company-paid holidays.
• PTO.

Work Location

Onsite | 1710 Camden Rd, Charlotte, NC 28273