Accounts Receivable Clerk

Job Description

Job Description

We are looking for an Accounts Receivable Clerk to support financial operations for a long-term contract opportunity in Pleasanton, California. This position is suited for someone who can manage receivables activity with precision, communicate effectively across teams and customers, and work confidently with billing and collection processes. The ideal candidate brings strong Excel capability, sound judgment, and a proactive approach to resolving account issues while maintaining accurate records.

Responsibilities:

• Manage daily accounts receivable activities, including invoicing, payment tracking, and account reconciliation.

• Apply incoming payments accurately and research discrepancies to ensure customer accounts remain current.

• Handle commercial collections by following up on outstanding balances and working with customers to secure timely payment.

• Support billing operations, including progress billing and transaction review within relevant billing systems and customer portals.

• Prepare and maintain detailed receivable reports using advanced Excel functions such as pivot tables for analysis and status tracking.

• Investigate account variances, resolve billing questions, and escalate complex issues when needed.

• Coordinate with internal teams to confirm billing accuracy and improve the flow of receivable information.

• Maintain organized documentation and uphold a high standard of accuracy in all financial records.

Please reach out to John Miller for immediate consideration.

• Experience in accounts receivable, including billing, cash application, and collections activities.
• Advanced proficiency in Microsoft Excel, with hands-on experience creating and using pivot tables.
• Familiarity with billing platforms and customer-facing portals used for invoice and payment processing.
• Ability to analyze financial information, identify inconsistencies, and take corrective action.
• Strong written and verbal communication skills for working with customers and internal stakeholders.
• Proven ability to stay organized, manage deadlines, and handle multiple priorities effectively.
• Detail-oriented approach with the ability to work collaboratively in a team environment.