Accounts Receivable Clerk

Accounts Receivable Clerk

Innovative Mechanical & Design (IMD), a Legence company IMD is a full-service heating, cooling, plumbing and repair company offering comprehensive turnkey solutions. Our experienced team aspires to build, design, and create the resolutions you need using intelligent, creative methods that both meet and exceed industry standards. Together, we collaborate on each project to offer a "think out of the box approach" to solutions because we believe in assisting our clients with options and quality consultations.

Position Summary

The Accounts Receivable Clerk is responsible for the accurate and timely invoicing of customers, application of payments, and management of outstanding receivables to ensure strong cash flow and accurate financial records.

This role plays a key part in maintaining customer relationships, resolving billing discrepancies, and supporting overall financial operations in a fast-paced, project-based environment. The ideal candidate is detail-oriented, responsive, and able to balance accuracy with proactive follow-through.

Pay Range: $23.00 - 27.00 / hour

Key Responsibilities

• Prepare and issue customer invoices accurately and in a timely manner
• Ensure invoices align with contracts, services rendered, and project terms
• Maintain consistency and accuracy in all billing activities

• Monitor outstanding balances and proactively follow up on overdue accounts
• Perform collections activities while maintaining strong customer relationships
• Accurately process and apply customer payments to the appropriate accounts
• Investigate and resolve discrepancies between invoices and payments

• Reconcile customer accounts to ensure accuracy and completeness
• Maintain up-to-date customer records, including invoices and payment history
• Identify and resolve variances or outstanding issues in a timely manner

• Communicate professionally with customers regarding billing, payments, and account status
• Respond to inquiries and assist in resolving billing disputes
• Partner with internal teams (e.g., sales, operations, project teams) to resolve discrepancies and ensure accuracy

• Assist with month-end close activities related to accounts receivable
• Prepare reports and schedules to support management review
• Ensure AR subledger aligns with the general ledger

• Support special projects and ad hoc requests as assigned
• Contribute to process improvements to enhance efficiency and accuracy

Core Competencies & Skills

Communication & Customer Focus

• Communicate clearly and professionally with customers and internal stakeholders
• Provide responsive, high-quality support and service

Attention to Detail & Accuracy

• Ensure precision in invoicing, payment application, and reconciliation
• Maintain high-quality, audit-ready records

Problem Solving & Critical Thinking

• Identify discrepancies and root causes of issues
• Resolve problems independently or escalate appropriately

Organization & Time Management

• Manage multiple priorities in a deadline-driven environment
• Maintain strong follow-through on outstanding items

Adaptability & Continuous Learning

• Apply new information to improve processes and outcomes
• Remain flexible in a dynamic, fast-paced environment

Qualifications

• High school diploma or equivalent required
• Minimum 3 years of experience in accounts receivable or related accounting role
• Construction or project-based accounting experience preferred
• Strong proficiency in Microsoft Excel and Office Suite
• Experience with accounting or ERP systems preferred
• Demonstrated ability to maintain a high level of confidentiality

About Legence Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systemsenhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.

Benefits Overview Health & Welfare: Company Paid medical, dental, vision, prescription drug, accident & sickness benefit, basic group life and AD&D, and Employee Assistance Program Time Off Benefits: Paid vacation, company-paid holidays, and paid sick leave Financial Benefits: 401(k) retirement savings plan

Reasonable Accommodations If you need assistance or accommodations during the application or interview process, please contact us at View email address on click.appcast.io or your dedicated recruiter with the job title and requisition number.

Employment Eligibility Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Third-Party Recruiting Disclaimer Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.

Pay Disclosure & Considerations Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job -related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

Equal Employment Opportunity Employer Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations. EEO is the Law