Accounts Receivable Specialist

Accounts Receivable Specialist ENVIRONMENTAL RESOURCE RECOVERY INC, San Jose, California, United States About this position Valley Services is a family-owned residential and construction solutions provider in the heart of downtown San Jose, with two divisions: the transfer station and rentals. As our Accounts Receivable Specialist , you’ll be the person who looks across both billing operations and gives leadership a clear, single picture of who owes us what, why, and what to do about it. The role blends day-to-day collections and customer follow-up with analytical work — customer profitability, cash flow forecasting, KPI reporting, and process improvement — to make Valley’s AR function smarter and more strategic. This is an individual contributor role with strong cross-functional reach. You’ll partner closely with both billing teams, the AR-focused Virtual Assistant who handles Intacct postings, the Directors, the Controller, and the owners. Requirements Cross-Divisional AR & Master Customer List Serve as the single point of accountability for receivables across VR (Trux) and VS (Summit/ServiceCore). Oversee Valley’s master customer list — the consolidated view of who is using what services across both sides; partner closely with VS and VR billing to keep records accurate. Surface trends and unusual accounts to the Controller and ownership. Collections & Customer Follow-Up Own the AR aging across both divisions — prioritize who to contact, when, and how. Work closely with office teams to coordinate collection efforts. Communicate professionally with customers via phone, email, and customer portals (Ariba, Coupa, GP portals, etc.) to follow up on past‑due balances. Investigate and resolve billing disputes by digging into source tickets, invoices, dispatch records, and customer history. Research, Analysis & Owner Briefings Be the go‑to person when ownership asks, “What’s the status with this customer?” — pulling history from Trux, Summit/ServiceCore, Intacct, and bank data. Produce weekly and monthly AR reporting (aging, top past‑due, DSO, collection trends) and clean, owner‑ready summaries. Run AR research projects and ad hoc analysis for ownership and the Controller. Profitability, Cash Flow & KPI Reporting Develop customer profitability analysis across both divisions to inform ownership decisions. Build and maintain a rolling AR-side cash flow forecast for visibility into expected collections. Build and own AR KPI dashboards (DSO, aging, collection effectiveness, dispute volume) for real‑time visibility. Process Improvement & Posting Quality Identify automation and process improvement opportunities across the AR workflow; lead implementation in partnership with the Controller. Partner with the AR‑focused VA on Intacct postings and bank match work — reviewing unapplied cash, investigating mismatches, and growing into approval authority over time. Customer Setup, Credit & Accounting Support Coordinate new customer setup with VS and VR billing; run credit checks and recommend credit limits in partnership with the Controller & Directors. Support the month‑end close, AR reconciliation, and audit schedules. Partner with the Controller on the ongoing cash‑to‑accrual transition on the AR side. What We’re Looking For Skills & Experience Bachelor’s degree in Accounting, Finance, Business, Economics, or related field; MBA or graduate coursework a strong plus. Strong analytical skills — comfortable with financial modeling, trend analysis, and translating data into clear recommendations. Strong communicator — able to speak professionally with customers, brief owners clearly, and partner well with internal teams. Research mindset, high attention to detail, and a high standard for accuracy. Strong Excel/Google Sheets skills (pivot tables, lookups); comfortable learning new software quickly. Self‑starter who can manage a recurring workload, run independent research projects, and ask for help when stuck. Customer service mindset — patient, warm, and solution‑oriented. High level of confidentiality and discretion — handles sensitive customer, financial, and ownership information with integrity. Works well with all levels of the organization — treats every employee, from field staff to ownership, with respect; communicates needs clearly and partners as a team player. Preferred: experience with Sage Intacct, Trux, Summit, ServiceCore, & customer payment portals. Lives Our Core Values Attitude — approaches challenges with optimism, positivity, and determination. Excellence — strives for greatness in every task, no matter how small. Presentation — brings professionalism and attention to detail to create lasting positive impressions. On the Move — embraces continuous action, adaptability, growth, and innovation. #J-18808-Ljbffr