Accounts Receivable Specialist

Position Summary The Accounts Receivable Specialist is responsible for managing and maintaining accurate financial records related to customer accounts, incoming payments, job tracking, and scheduling coordination. This role ensures timely invoicing, effective collections, accurate job documentation, and efficient scheduling support to maintain strong cash flow and smooth operations.

Key Responsibilities:

Accounts Receivable & Collections Maintain accurate and up-to-date customer account information, including contact details and payment terms Generate and distribute invoices promptly following completion of work or delivery of services Monitor accounts receivable aging reports and track all outstanding invoices Follow up on past-due accounts and coordinate collection efforts in a professional manner Document all customer interactions, including payment arrangements, disputes, and correspondence Reconcile customer accounts regularly to ensure all payments are properly applied and discrepancies are resolved Implement and enforce established credit policies, including payment terms and limits Utilize accounting and billing software to automate processes and maintain real-time financial data Scheduling & Job Coordination Assist in scheduling jobs, service calls, and project timelines to ensure efficient crew utilization Coordinate with field teams and management to update schedules based on project status, delays, or changes Communicate scheduling details with customers, including confirmations and updates Maintain organized scheduling records and calendars Job Tracking & Documentation Track job progress from initiation through completion to ensure timely and accurate billing Maintain detailed job records, including work performed, materials used, and change orders Ensure all required documentation is completed and submitted for invoicing Coordinate with field staff to collect job tickets, service reports, and supporting documentation Verify job completion status before invoice generation Reporting & Performance Monitor and report on key performance indicators (KPIs), including: Days Sales Outstanding (DSO) Collection effectiveness Prepare reports on accounts receivable status, job progress, and scheduling efficiency Identify opportunities to improve workflow, billing accuracy, and operational efficiency

Pay:

$22.00 - $26.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid sick time Paid time off Vision insurance

Work Location:

In person