Accounts Receivable & Administration
About The Position
Reporting to the Controller, the Accounting Clerk – Accounts Receivable & Administration supports Finance operations by managing customer collections, maintaining accurate accounts receivable records, and providing timely reporting to management. This role also supports customer risk mitigation and provides administrative support across both office locations (Kelowna and Ottawa) in a fast-paced environment. Success in this position requires strong professional written and verbal communication skills, including the ability to confidently manage difficult conversations, a high level of attention to detail when reviewing and interpreting customer contracts, and proven organizational skills to effectively prioritize tasks and adapt to changing priorities. This position is based on-site in our Kelowna, BC office.
Requirements
- Bachelor’s degree in business, accounting, finance, or relevant equivalent work experience in Accounts Receivable/Finance 3+ years
- Working knowledge of business applications, including ERP systems, Microsoft Office, and CRM applications
Nice To Haves
- Previous Accounts Receivable experience
- Previous customer service experience
- Experience with Microsoft Dynamics family of ERP applications and/or HubSpot CRM
Responsibilities
- Collaborate with Customer Support (CS) to monitor customer account balances, payment status, and collection activity
- Investigate and resolve Accounts Receivable-related customer inquiries received via CS, including managing tickets through the company’s CRM platform
- Communicate directly with customers via telephone/email as required to resolve billing and payment inquiries
- Prepare and review weekly AR open item reporting, identifying overdue accounts and executing collection strategies
- Identify and implement opportunities to strengthen collections workflows, customer follow-up processes, and reporting consistency
- Processing and distributing customer invoices across multiple product and service lines
- Updating and maintaining accurate customer billing records for existing and new customer accounts, including participation in contract handover meetings as required
- Assisting with posting customer cash receipts and supporting accurate application of customer payments
- Maintaining, reconciling, and processing credit card payments
- Supporting Accounts Receivable and finance team members with adjustments and account maintenance to ensure customer accounts remain accurate and current
- Participate in ongoing projects as it relates to software changes and efficiency implementation
- Serve as a backup resource to the Office Administrator, supporting tasks and providing coverage when required. These tasks would include: Ordering supplies, Supporting HR event planning and milestone awards, Coordinating onsite maintenance, Submitting and reconciling credit card receipts
- Participate in cross-training to support Finance team operational continuity during planned and unplanned absences
Benefits
- Competitive compensation and comprehensive benefits package.
- Performance-based bonuses.
- Professional development opportunities.
- Additional days off beyond vacation entitlement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
