Accounts Receivable & Accounts Payable Specialist

Altitude Roofing•Houston, TX

About The Position

Altitude Roofing is looking for an AR/AP Specialist to support the company’s day-to-day accounting operations. This position will primarily focus on managing Accounts Receivable (AR) activities, including billing, collections, and the review and approval of employee expense reimbursements. The AR/AP Specialist will play an important role in overseeing billing processes to ensure invoices are prepared, submitted, and accepted accurately and on time. This position will also ensure that financial transactions related to billing and expenses are properly documented, coded, processed, and compliant with company policies. Key responsibilities include verifying transactions, preparing and submitting invoices, researching account discrepancies, maintaining accurate records, and ensuring all required supporting documentation is complete. This position reports directly to the Assistant Controller.

Requirements

Bachelor’s degree required, preferably in accounting, finance, business, or a related field.
At least 2 years of experience in invoicing, billing, or order processing, preferably within the technology industry.
Experience working in a Value-Added Reseller (VAR) environment is highly preferred, particularly in managing high-volume and high-dollar product and service billing.
Strong problem-solving and analytical skills, with the ability to investigate and resolve complex billing issues and discrepancies.
Highly detail-oriented with a strong commitment to accuracy, compliance, and data integrity.
Excellent verbal and written communication skills, with the ability to collaborate effectively with internal departments and communicate professionally with external customers and stakeholders.
Demonstrated ability to prioritize responsibilities, meet deadlines, and adjust to changing business needs in a fast-paced environment.
Strong ethical standards and professional integrity, with the ability to handle sensitive and confidential information appropriately.
Ability to organize, analyze, and present data in a clear and effective manner to meet customer and business requirements.
Working knowledge of Generally Accepted Accounting Principles (GAAP) and the ability to apply them appropriately.
Proficiency with accounting and financial software such as Accounting Seed, QuickBooks, NetSuite, SAP, or Oracle, along with advanced Microsoft Excel skills.
Experience using Bill Spend & Expense or similar expense management and reporting platforms.
Basic proficiency with Microsoft Office Suite.
Basic proficiency with Adobe Acrobat.

Nice To Haves

Experience using Salesforce or another customer relationship management (CRM) system.
Familiarity with Avalara or other sales and use tax software.
Experience working with QuickBooks Online.
Basic understanding of project accounting and/or accounting practices related to professional services contracts.

Responsibilities

Prepare and distribute customer invoices accurately and on time across various billing platforms and portals.
Conduct internal reviews and audits of accounting and vendor records to confirm billing accuracy and monitor outstanding account balances.
Maintain and update customer accounts, including payment and contact information.
Manage collections activities in accordance with the company’s established collections policies and procedures.
Investigate and resolve customer questions, billing concerns, and account discrepancies in a timely and professional manner.
Process and document non-standard billing arrangements, including customized payment plans and other unique billing situations.
Prepare financial reports related to Accounts Receivable activity, collections, and account status.
Review employee expense reports to ensure they comply with company policies and reimbursement guidelines.
Communicate expense reporting requirements and provide training to employees across departments regarding expense management software and policy changes.
Support the monthly closing process by gathering and reconciling accurate payment and remittance information.
Provide backup support for Accounts Payable activities and assist with additional accounting and finance projects as needed.