Accounts Receivable Specialist
Manage collections and reconciliations for a portfolio of strategic customer accounts, coordinating with clients and internal partners to recover overdue balances. Requires accounting education or 3+ years of accounts receivable experience, strong communication, negotiation, and Excel skills.
About the job
Responsibilities
- Contact overdue accounts within an assigned portfolio of strategic customers to collect outstanding balances.
- Communicate with clients about collections issues, payment inquiries, invoicing, account reconciliation, credits, and unapplied payments.
- Maintain accurate customer files and correspondence; report collection status to management.
- Research and reconcile accounts to identify billing issues.
- Prepare monthly account breakdowns and analyses for managers and customers.
- Provide invoice copies, credits, unapplied payment details, credit notes, and account reconciliations.
- 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 3+ years of experience processing accounts receivable.
- 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 diplomacy, negotiation, and conflict-resolution skills.
- Excellent attention to detail and accuracy in account reconciliations.
- Strong verbal and written communication skills.
- Ability to collaborate effectively in a cross-functional team environment.
- Strong analytical, planning, prioritization, and execution skills.
- Proficiency with Microsoft Word and Microsoft Excel.
Nice-to-haves
- Working knowledge of the United States healthcare system.
Skills
Accounts Receivable, Account Reconciliation, Excel, Microsoft Word, Microsoft 365 Copilot, Collections, Negotiation, Conflict Resolution, Financial Analysis
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