Accounts Receivable Specialist
Handles collections, reconciliations, invoicing, and payment coordination for a portfolio of strategic customer accounts. Requires finance or accounts receivable experience, strong communication and negotiation skills, attention to detail, and proficiency with Microsoft Office.
About the job
Responsibilities
- Contact overdue accounts within an assigned portfolio of strategic customers to collect outstanding balances.
- Conduct collection activities and communicate with clients about collection issues, actions, payment inquiries, invoicing, and account reconciliation.
- Maintain accurate customer files and report portfolio status to management.
- Research billing issues and perform regular account reconciliations.
- Prepare monthly account breakdowns and analyses for management and customers.
- Provide invoice copies, credits, and unapplied payment details.
- Reconcile accounts, unapplied credit balances, and credit notes.
- Coordinate monthly pre-authorized payments with customers and the Payments team.
- Participate in customer and internal-partner calls supporting recovery of past-due invoices.
- Complete ad hoc tasks supporting accounts receivable team objectives.
Requirements
- Bachelor's degree in accounting or at least 3 years of accounts receivable processing experience.
- Prior finance experience; accounts receivable experience preferred.
- AI fluency and/or experience using Microsoft 365 Copilot.
- High moral judgment when handling confidential information and monetary transactions.
- Strong diplomatic, negotiation, and conflict-resolution skills.
- High attention to detail and accuracy in reconciliations.
- Effective verbal and written communication skills.
- Ability to collaborate cross-functionally and work as a team player.
- Strong analytical thinking, planning, prioritization, and execution skills.
- Excellent computer skills with strong working knowledge of Microsoft Word and Microsoft Excel.
Nice-to-have
- Working knowledge of the US health care system.
Skills
Accounts Receivable, Account Reconciliation, Excel, Microsoft Word, Microsoft 365 Copilot, Collections, Invoicing, Payment Processing, Credit Notes, Conflict Resolution
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