Accounts Receivable Clerk

Wize Solutions LLC•Sandy, UT

About The Position

Headquartered in Salt Lake City, UT, Wize Solutions operates in all 50 states and internationally, delivering top-tier solutions with a relentless commitment to excellence. Our growth speaks for itself: in 2024 alone, we expanded from 120 to nearly 500 employees, and we’re just getting started. We are looking for an Accounts Receivable Clerk to join our team at Wize Solutions. You will be responsible for assisting the Controller and CFO with the accounts receivable and other tasks for our company.

Requirements

You are detail-oriented and understand that attention to little details can lead to big findings which may lead to changes in process.
You are a problem solver and are eager to have direct involvement in accounts receivable for the accounting team at Wize.
You are a high-level communicator and team player who will proactively spot discrepancies and resolve those issues.
You are comfortable finding solutions to business challenges internally and externally and can communicate your findings clearly and concisely in writing and verbally.
You do thorough work and are organized in managing your workload to multitask when necessary and meet deadlines.

Responsibilities

Own the collection process from beginning to end. Actively collect customer accounts, including phone calls, emails, following up, etc. Making collections a top priority and playing a proactive role over this area.
Run weekly AR Aging update reports and keep track of recent activity and related collection efforts.
Verify invoices for appropriate documentation prior to generating and sending invoices to customers on a weekly basis.
Work closely with other departments on job tracking and reporting, including change order follow up and progress tracking.
Update job records and related information with the most recent data, including invoices, POs, change orders, emails, dates, etc. Maintain data integrity and cleanliness with saving and documenting proper support.
Process payments and apply them to the correct customer accounts.
Follow up on and resolve any customer billing issues, related to hours, PO updates, change orders, emails, etc.
Generate change order lists weekly and work with Operations and Sales team in getting the change orders converted to purchase orders.
Reconcile bank statements, accounts receivable, and other general ledger accounts.
Record daily sweeps from cash accounts and interest earned.
Assist with data entry and maintenance of financial records.
Prepare and post journal entries, ensuring accurate financial reporting.
Assist with month and year-end close processes, including accruals and adjustments.
Maintain and update financial records in compliance with company policies and accounting standards.
Collaborate with other departments to gather financial data and resolve discrepancies.
Assist with audits by providing documentation and responding to inquiries.
Monitor and analyze accounting data to identify trends, variances or areas for improvement.
Prepare and maintain accounting documents and records.
Support the finance team with other administrative and clerical tasks as needed.
Other duties as assigned.