Accounting Clerk

Accounting Clerk

The Accounting Clerk is a critical member of the finance team, responsible for the day-to-day accounting transactions that keep our financial operations accurate and running smoothly. This role covers billing, invoicing, accounts receivable, payment processing, collections, and record-keeping, and may also include payroll processing depending on the needs of the location. The right person is organized, detail-oriented, and takes genuine pride in accuracy, because in this role, the details matter every single day.

Key Responsibilities:

• Daily Job Review and Billing Accuracy: Review jobs from the prior day for billing completeness and accuracy, identifying and correcting any errors promptly to ensure every job is billed correctly before the day is done.
• Invoice Generation and Issuance: Generate and issue accurate invoices based on completed jobs, contracts, purchase orders, or service agreements, ensuring all billing reflects the correct amounts, terms, and details.
• Payment Processing: Deposit and process payments received by check, credit card, cash, and financing, ensuring all transactions are applied to the correct accounts and recorded accurately in accordance with company procedures.
• Payment Follow-Up and Collections: Follow up on open jobs and outstanding invoices where payment was not collected, executing the collections process professionally and documenting all outcomes and customer communications.
• Financing Payment Processing: Process customer financing payments accurately, ensuring transactions are applied to the correct accounts and recorded in accordance with company procedures.
• Accounts Receivable Maintenance: Maintain the accuracy of accounts receivable and individual customer accounts, ensuring all records are current, reconciled, and reflect the true balance owed at all times.
• Technician Payment Support: Answer inbound calls from technicians experiencing payment issues in the field, providing prompt and accurate guidance to ensure collections are handled correctly and without delay.
• Discrepancy Investigation and Resolution: Investigate and resolve discrepancies between invoices, purchase orders, payments, or customer accounts, working with internal teams and customers to reach accurate and timely resolutions.
• Period-End Accuracy and Deferred Revenue: Ensure all jobs are closed and accounted for in the correct accounting period, including proper recognition and maintenance of deferred revenue records in alignment with company accounting policies.
• Financial Transaction Recording and Reconciliation: Record and reconcile financial transactions in the accounting system accurately and on time, maintaining the integrity of all financial data.
• General Ledger and Month-End Close Support: Maintain general ledger accounts and support month-end closing activities, ensuring all entries are complete, accurate, and submitted on time.
• Billing and AR Reporting: Prepare and distribute billing and accounts receivable reports highlighting outstanding balances, aging accounts, and payment trends to support management decision-making.
• Compliance: Ensure all billing, invoicing, and accounting activities comply with company policies, applicable tax regulations, and contractual obligations.
• Process Improvement: Identify and recommend opportunities to improve billing, collections, and accounting workflows, contributing to a more efficient and accurate finance function over time.
• Payroll Processing (where applicable): At locations where payroll is within scope, process payroll accurately and on time covering all pay types including wages, deductions, garnishments, and adjustments; maintain payroll records; and respond to employee payroll inquiries professionally and promptly.

Qualifications:

• 1-3 years of experience in billing, accounts receivable, invoicing, payroll, or a related accounting role.
• Strong attention to detail and accuracy with the ability to catch and correct errors before they become problems.
• Highly organized with strong follow-through and the ability to manage multiple open items and deadlines simultaneously.
• Proficiency in accounting software and Microsoft Office Suite, especially Excel; familiarity with ServiceTitan, QuickBooks, or similar platforms preferred.
• Strong verbal and written communication skills for professional interaction with customers, technicians, and internal teams.
• Comfortable working in a fast-paced, goal-driven environment with daily deadlines.
• Ability to handle sensitive financial information with discretion and integrity.
• High school diploma or equivalent required; associate's or bachelor's degree in Accounting, Finance, or a related field preferred.
• Payroll processing experience preferred for locations where payroll is within scope of this role.

Who You Are:

You are organized, accurate, and relentless about getting things right. You do not let invoices go unbilled, payments go unposted, or discrepancies go unresolved, you follow through until it is done correctly. You communicate professionally with customers even in uncomfortable collections conversations, support field technicians when they need payment guidance, and bring a steady, dependable presence to a function the entire business counts on. You take pride in the accuracy of your work because you understand that every transaction you touch affects the financial health of the operation.

What Onboarding Looks Like:

In your first 30 days, you will learn our billing systems, invoicing processes, collections workflows, and how accounting transactions flow from job completion through close. By day 60, you are independently managing daily job review, invoice generation, payment processing, and AR follow-up with minimal guidance. By day 90, you are a trusted and reliable member of the finance team, consistently hitting accuracy and collections targets, supporting a clean close process, and contributing ideas that make the accounting function more efficient.

The 5 Big Things What Success Looks Like:

• Zero Unbilled or Inaccurate Jobs: Every job is reviewed, corrected if needed, and properly billed without delay. Nothing slips through to the next day unresolved.
• Payments Posted Accurately and On Time: Every payment is processed and applied to the correct account on the day it is received, with no unresolved discrepancies lingering in the system.
• AR Aging Stays Clean: Outstanding balances are followed up on consistently, open invoices are resolved promptly, and the aging report reflects a team that does not let balances sit.
• Clean Records and a Smooth Close: All transactions are recorded accurately, general ledger accounts are current, and month-end close activities are completed on time with no last-minute gaps.
• A Finance Team That Can Count On You: Your accuracy, follow-through, and professionalism are consistent enough that colleagues and leadership rely on your work without second-guessing it.

About Albiero Plumbing, Heating & Air:

Albiero Plumbing, Heating & Air Conditioning has been proudly serving the West Bend and Washington County area since 1967. We're a trusted, family-owned business known for quality craftsmanship, honest service, and long-term relationships with our customers and team members. From plumbing to HVAC and water treatment, we deliver reliable solutions and stand behind our workevery time. Join a company where your skills are valued, your growth is supported, and your work truly makes a difference in the community. Albiero Plumbing, Heating & Air is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.