Accounts Receivable Specialist

Job Description

Job Description

Job Title: Accounts Receivable Specialist

Job Summary:

The Accounts Receivable Specialist is responsible for managing customer billing, payments, and account reconciliations to ensure timely collection and accurate financial reporting. This role plays a key part in maintaining healthy cash flow, resolving billing discrepancies, and delivering excellent customer service while enforcing payment terms.

Key Responsibilities:

• Prepare and issue accurate invoices and account statements to customers.
• Record and apply customer payments, deposits, and refunds.
• Reconcile accounts receivable ledgers and customer accounts for accuracy.
• Monitor outstanding balances, identify overdue accounts, and follow up with customers through phone, email, or written communication.
• Investigate and resolve billing discrepancies and respond to customer inquiries.
• Maintain accurate financial records and organized customer account files.
• Assist with monthly reporting, management reports, and month-end close activities.
• Collaborate with sales, customer service, and other internal teams to resolve billing or payment issues.
• Post daily deposits to the bank and ensure timely processing.

Required Skills & Competencies:

• Strong attention to detail and accuracy in financial data.
• Excellent organizational and time-management skills with the ability to manage multiple priorities.
• Effective written and verbal communication skills for customer and team interactions.
• Proficiency with accounting software ( Sage experience strongly preferred ) and Microsoft Excel.
• Strong problem-solving skills with the ability to investigate discrepancies and identify solutions.
• Customer service-oriented mindset with professionalism in handling sensitive payment matters.

Qualifications:

• Previous experience in Accounts Receivable, billing, or a related accounting role.
• Familiarity with basic accounting principles and reconciliation processes.
• Degree in Accounting, Finance, or Business Administration preferred, but not always required.
• Proficiency in Sage Software or similar accounting systems.

Work Environment:
This is a full-time position in a professional office setting. The role may require occasional extended hours during month-end or year-end closing.