Accounts Receivable Accountant

Clearstead Advisors LLC•Cleveland, OH

5h•Hybrid

About The Position

The AR Accountant will help manage cash receipts, payment application, billing support, reporting, and related accounts receivable activity. The ideal candidate is organized, accurate, service-minded, and comfortable working across teams to support clients, advisors, operations, and accounting partners. This position offers work-from-home flexibility two days per week following the initial orientation period. Hybrid work arrangements are subject to job performance and manager approval.

Requirements

2–5 years of relevant accounting, billing, accounts receivable, or finance operations experience
Associate’s degree in business, accounting, finance, or a related field required
Strong written and verbal communication skills, with the ability to work professionally with internal teams and client-facing colleagues
Highly organized and detail-oriented, with a focus on accuracy, process discipline, and efficiency
Proficiency in Microsoft Excel, including the ability to use formulas, organize data, and support reporting needs
Experience working with accounting, billing, or ERP systems; NetSuite experience preferred
Ability to manage competing priorities, meet deadlines, and follow through on assigned responsibilities
Collaborative, service-oriented approach with strong interpersonal skills
Comfort working in a changing environment and adapting to new processes, systems, and priorities
Strong client-service orientation and commitment to supporting a high-quality experience for internal and external stakeholders
Commitment to Clearstead’s values, culture, and collaborative way of working

Nice To Haves

Bachelor’s degree in Accounting, Finance, Business, or related field
Experience in financial services, wealth management, professional services, or a similar client-service environment
Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms

Responsibilities

Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time
Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently
Support timely and accurate client setup, billing information, and account maintenance
Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts
Prepare bank deposits, track miscellaneous accounts receivable activity, and maintain accurate supporting documentation
Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting
Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead’s billing and accounts receivable processes
Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support
Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows
Perform other duties as assigned