Position Summary: The Accounts Receivable Specialist ensures the accurate and timely management of all client billing and collections activity. This role supports financial operations through proactive invoice tracking, client communication, and integration with AR software such as Bill.com, QuickBooks, and other cloud-based accounting tools. As part of a fast-growing startup, this individual must be comfortable wearing multiple hats and improving processes for scale.
Key Responsibilities:
Client Billing & Invoicing: Generate and issue invoices based on WOTC submissions, certifications, and service agreements using tools like QuickBooks and Bill.com.
Accounts Reconciliation: Reconcile daily payments with invoices, monitor outstanding balances, and ensure all transactions are recorded accurately.
Collections Management: Track aged receivables, follow up with clients professionally, and escalate delinquent accounts when necessary.
Client Communication: Respond to billing inquiries, resolve discrepancies, and ensure clear communication around terms, due dates, and balances.
Collaboration: Work closely with Account Management and Operations teams to resolve billing issues linked to WOTC compliance or client contract changes.
Reporting & Documentation: Maintain AR records and generate weekly/monthly reports for finance leadership. Support audits with clear documentation of transactions and processes.
Process Improvement: Help develop and refine AR workflows, including automation and integration with CRM or payroll platforms.
Preferred Tools & Systems Experience:
• Bill.com (required or strong working knowledge)
• QuickBooks
• Google Sheets / Excel for reporting
• CRM tools (e.g., Pipedrive, Salesforce, HubSpot) a plus
• Familiarity with payroll or HRIS systems (e.g., Paylocity, ADP) is a bonus
Qualifications:
• Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred
• 2–5 years of experience in accounts receivable, preferably in a service-based or SaaS environment
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced, startup setting
• Professional, clear communicator with a client-service mindset
• Comfortable working both independently and as part of a collaborative team