Accounts Receivable Specialist
Robert Half
Remote
Full-Time
Skill Insights
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Job Description
Responsibilities:
- Accurately apply payments to customer accounts in QuickBooks and Webstore based on daily receipts.
- Manage payment processing for a variety of methods, including electronic funds transfers (EFTs), physical checks, mail orders, and credit card transactions.
- Collaborate with the Collections Coordinator to address issues such as short payments and discrepancies.
- Support the sales team by notifying them of received payments and assisting with account management.
- Record daily credit card settlements from merchant processing portals to ensure timely revenue recognition.
- Generate invoices for customer orders and intercompany transactions, ensuring accuracy and timeliness.
- Set up new customer accounts in QuickBooks and maintain accurate data.
- Perform monthly reconciliations of sales and payments to ensure the accuracy of financial records.
- Coordinate with the sales team to process invoices and reconcile accounts for key clients.
- Prepare monthly sales reports for leadership, providing insights into customer activity and revenue trends. Requirements
- At least two years of experience in accounts receivable or a related accounting role.
- Proficiency with QuickBooks is highly preferred.
- Intermediate knowledge of Microsoft Excel, including formulas and data manipulation.
- Familiarity with Google Suite applications, such as Sheets, Docs, and Slides.
- Strong communication skills, both verbal and written, to interact effectively with internal teams, clients, and vendors.
- Positive attitude and a proactive approach to contributing to team success.
- Experience with NetSuite is a plus.
- Ability to manage multiple tasks efficiently in a high-volume environment.
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