Accounts Receivable Specialist

ORGANIZATIONAL STRUCTURE

• This position reports to the Accounts Receivable Credit and Collections Manager

POSITION SUMMARY

The Accounts Receivable Specialist is responsible for managing the company's accounts receivable processes, payment collection, account reconciliation, and customer account maintenance. This position plays a critical role in supporting cash flow management and maintaining positive customer relationships through effective communication and attention to detail.

RESPONSIBILITIES

• Submit and distribute customer invoices accurately and in a timely manner.
• Post customer payments received via check, ACH, wire transfer, credit card, and other payment methods.
• Monitor accounts receivable aging reports.
• Contact customers regarding outstanding balances and resolve payment discrepancies.
• Reconcile customer accounts and research billing issues.
• Maintain accurate customer account records and documentation.
• Process credit memos, adjustments, and account corrections as needed.
• Collaborate with Operations, Sales, and Customer Service teams to resolve invoicing concerns.
• Prepare routine accounts receivable reports for management review.
• Support audits by providing requested documentation and account information.
• Maintain confidentiality of financial and customer information.
• Perform other accounting and administrative duties as assigned.

EDUCATION AND EXPERIENCE

• High school diploma or GED.
• Minimum of 1-3 years of accounts receivable, billing, or accounting experience.
• Experience with accounting software and Microsoft Office applications, particularly Excel.

REQUIRED SKILLS / ABILITIES

• Strong understanding of accounts receivable principles and billing procedures.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to prioritize tasks and meet deadlines.
• Effective written and verbal communication skills.
• Professional customer service and collection practices.
• Strong problem-solving and analytical abilities.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Ability to maintain confidentiality and handle sensitive information.
• Ability to work independently and as part of a team.
• Strong mathematical and data entry skills.

PHYSICAL AND TRAVEL REQUIREMENTS

• Ability to sit and work at a keyboard for extended periods of time.
• Must be physically able to operate a variety of office equipment including computer, office equipment, telephone, etc.