SimplyTest - ACCOUNTS RECEIVABLE & ACCOUNTING SPECIALIST

Key Responsibilities

• Own the short-term AR aging cleanup effort, with a focus on reducing past-due balances and improving cash collections.
• Review AR aging reports, open invoices, customer balances, payment history, and account notes in QuickBooks.
• Research and resolve billing discrepancies, unapplied payments, credits, duplicate invoices, customer disputes, and account reconciliation issues.
• Follow up with customers on outstanding balances using clear, professional, and persistent communication.
• Send statements, invoice copies, payment reminders, and supporting documentation as needed.
• Create and maintain AR trackers, collection notes, and status reports to improve visibility and accountability.
• Use QuickBooks to maintain accurate customer, vendor, invoice, payment, and account records.
• Generate, review, and analyze AR aging, open invoice, customer balance, payment, and reconciliation reports.
• Support cash application, customer account reconciliation, and correction of historical accounting issues.
• Support full-cycle accounts payable, including invoice processing, coding, approvals, and vendor payment preparation.
• Absorb and prepare vendor statements, reconcile accounts, and resolve invoice or payment discrepancies.
• Assist with month-end close, account reconciliations, and additional bookkeeping or accounting tasks as needed.
• Partner with Finance, Operations, Customer Success, and other internal teams to resolve billing, payment, and account questions.
• Identify process gaps and help improve AP/AR workflows, reporting, documentation, and controls.

Qualifications

• Minimum of 5 years of bookkeeping, accounts receivable, accounts payable, or accounting operations experience.
• Strong hands-on experience with QuickBooks required, including AR aging, open invoice reports, customer accounts, payments, credits, reconciliations, and corrections.
• Demonstrated experience managing difficult AR, collections follow-up, past-due balances, customer disputes, and account cleanup.
• Solid understanding of AP/AR workflows, invoice processing, payment application, account reconciliation, and financial record accuracy.
• Strong Excel skills and ability to work with reports, trackers, reconciliations, and large volumes of account detail.
• Bachelor's degree or associate degree in accounting, finance, business, or a related field preferred; equivalent hands-on experience will be considered.
• Experience in healthcare, diagnostics, laboratory services, customer billing, or high-growth companies is a plus.