Accounts Receivable Specialist

Key Responsibilities

• Handle day-to-day accounts receivable functions, including customer billing, adjustments, collections, and file validated remittances.
• Monitor aging balances and assess collectability.
• Serve as primary point of contact for clients regarding account-related inquiries.
• Maintain and update master client billing data, ensuring accurate billing instructions, invoicing requirements, and account information.
• Coordinate customer onboarding and account setup to support timely and accurate invoicing and receipt of cash.
• Resolve billing discrepancies by coordinating with internal and external stakeholders.
• Review and maintain sales tax exemption certificates and supporting documentation.
• Collaborate to obtain purchase orders in accordance with contracts prior to billing.
• Provide support during contract negotiations with suggestions on revenue booking and recognition.
• Provide month-end AR close support, including multi-state sales tax reconciliations and analyzing DSO trends.
• Participate in quarterly and annual audits and reviews.
• Drive continuous improvement by evaluating and optimizing AR policies, processes, and procedures.
• Perform ad hoc analysis and projects as requested.

Requirements

• 2-5 years of experience in accounts receivable, billing, or accounting.
• Experience supporting multi-state sales tax compliance.
• Prior experience working in the SaaS or IT industries.
• Bachelor’s degree in Accounting, Finance, or related field.
• Experience with Certinia (Financial Force), Avalara, or similar accounting systems.
• Strong MS Office skills (Word, Outlook, PowerPoint, and Excel) with advanced Excel skills including VLookups and Pivot Tables.
• Strong knowledge of GAAP including ASC 606 Revenue Recognition.
• Experience and desire to automate processes and reconciliations.
• A “roll-up-your-sleeves” attitude with the ability to multi-task and thrive in a fast-paced environment.
• Experience with AR metrics such as DSO, aging, and collection performance.
• Proven ability to meet challenging deadlines and prioritize projects.
• Excellent communication (verbal and written), presentation, and interpersonal skills.
• Ability to work independently as a self-starter and problem-solver with minimal direction while being a team player.
• Strong sense of business ethics, integrity, and discretion.
• Strong attention to detail.

Nice-to-Haves

• Experience with AR automation.

Benefits

• 100% Employer Paid Medical Insurance options for the Employee and Family.
• Paid Maternity and Paternity Leave.
• Life and AD&D Insurance.
• Long-Term Disability Insurance.
• 401K with Company Matching.
• Equity Participation.
• 4 Weeks of Vacation.
• Fully Stocked Kitchens.
• Company-Sponsored Charitable Day of Giving Events.