Jobs · Accounting · California

AP/AR Manager

Oliver James · Anaheim, CA · 4 wk ago
AccountingFull-time

About the Role

We're looking for a proactive finance leader who combines strong operational expertise with a continuous improvement mindset. The successful candidate will be comfortable managing high transaction volumes, driving process improvements, and leveraging technology to create scalable, efficient finance operations. This role is ideal for a hands-on leader who enjoys improving processes, implementing systems, and partnering with stakeholders across the business.

Responsibilities

  • Lead and manage the Accounts Payable and Accounts Receivable functions.
  • Ensure timely processing of invoices, payments, collections, and customer billing.
  • Maintain strong internal controls and ensure compliance with company policies and accounting standards.
  • Manage cash application, reconciliations, aging reports, and month-end close activities related to AP/AR.
  • Develop and improve processes to increase efficiency and accuracy.
  • Partner with finance, operations, and customer-facing teams to resolve billing and payment issues.
  • Prepare reporting and KPIs for leadership.
  • Support audits and ensure accurate financial records.
  • Lead or support the implementation and optimization of payment platforms, ERP systems, or other finance technology initiatives.

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field required.
  • CPA designation or Master's degree (preferred).
  • Proven experience managing both Accounts Payable and Accounts Receivable functions.
  • Insurance industry experience with a carrier or brokerage is highly preferred.
  • Candidates without insurance experience will also be considered if they have managed AP/AR within a business serving a large customer base and have experience working with high-volume financial systems.
  • Experience implementing or significantly enhancing a payment system, ERP, or similar financial technology is a strong advantage.
  • Strong understanding of accounting principles, internal controls, and financial processes.
  • Excellent leadership, analytical, and communication skills.
  • Advanced proficiency with ERP/accounting systems and Microsoft Excel.

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