Accounts Receivable Specialist

Responsibilities:

Accounts Receivable & Billing

• Manage daily customer invoicing, including invoice generation, tracking, file maintenance, scanning, mailing, and documentation of item, SKU, and serial numbers.
• Prepare and distribute customer invoices, account statements, and account reconciliations.
• Perform collections activities by contacting customers via phone and email regarding outstanding balances and payment status.
• Process monthly recurring billing and ensure timely and accurate invoicing.
• Identify and implement process improvements and automation opportunities to enhance efficiency and accuracy.
• Maintain a professional and customer-focused approach in all customer interactions.
• Review and reconcile billing for service tickets and coordinate processing.
• Partner with the Sales Operations team to facilitate sales order creation and ensure billing accuracy.
• Reconcile monthly managed services billing.
• Collaborate with Sales Operations to establish new customer accounts and maintain customer records.
• Support customer credit requests, return authorizations, and product replacement processes.
• Maintain and update the Open Sales Orders by Account Manager and Customer report for daily and month-end reporting.
• Prepare and distribute ad hoc reports to support business and operational needs.

Month-End Close & Reporting

• Perform sales tax reconciliations and download reporting data.
• Assist with month-end financial close activities and reporting requirements.
• Prepare and maintain month-end billing and accounts receivable reports.

General Accounting & Administrative Support

• Maintain organized physical and electronic filing systems in accordance with company standards.
• Communicate customer-related issues and concerns to Project Managers, Account Managers, and other stakeholders as necessary.
• Escalate unresolved matters to appropriate management and follow up to ensure timely resolution.
• Handle confidential information with the highest level of discretion and professionalism.
• Respond to requests for financial information and reporting support.
• Ensure accuracy, quality, and compliance in all accounting and administrative activities.
• Collaborate effectively with cross-functional teams to support organizational objectives.
• Maintain a strong working knowledge of company policies, procedures, and best practices.
• Participate in team meetings, planning sessions, and business strategy discussions.
• Support continuous improvement initiatives and contribute to operational excellence.

Benefits:

Medical/dental/vision

401k

PTO

Qualifications:

Qualifications

• Experience in accounts receivable, billing, collections, and account reconciliations.
• Proficiency with ERP and business systems such as NetSuite, Salesforce, ConnectWise, QuoteWerks, and Avalara preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and customer service abilities.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy.
• Team-oriented mindset with a commitment to collaboration and continuous improvement.

Compensation

$60,000.00-$75,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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