Accounts Receivable & Financing Specialist

Vertex Service Partners•Mill Creek, WA

7h•$62,000 - $80,000•Onsite

About The Position

Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands. The Accounts Receivable (AR) and Financing Specialist owns the full revenue collection cycle — from daily invoicing through final payment — and serves as the primary point of contact for all financing activity across our West Region. This person keeps the AR aging report clean, ensures financing partners fund jobs on time, and resolves any payment or financing issue that could delay installation or hold up collection. The specialist works closely with the Operations Manager, Production Administrators, Install Managers, Sales Teams, and the Accounting team to keep every job moving toward a clean financial close.

Requirements

2+ years of experience in accounts receivable, billing, project administration, or a related accounting or operations role.
Strong understanding of project billing, purchase orders, change orders, and invoicing processes.
Comfortable communicating directly with homeowners, financing lenders, and internal leadership to resolve issues quickly and professionally.
Strong organizational skills with high attention to detail.
Ability to manage multiple projects and deadlines simultaneously.
Excellent communication and problem-solving skills.

Nice To Haves

Construction or contractor industry experience.
Proficiency with ServiceTitan, Sage, and accounting platforms.
Proficiency with MS Excel
Knowledge of billing, retainage, and contract closeout requirements.
Experience with customer invoicing portals and compliance documentation.
Analytical mindset with ability to identify cost discrepancies and process improvements.

Responsibilities

Own the financial closeout process for all West Region projects, ensuring timely invoicing, payment collection, and account reconciliation.
Drive collection efforts and manage AR aging performance, proactively resolving outstanding balances and reducing days sales outstanding (DSO).
Lead collections escalations for past-due accounts, including lien coordination and communication with leadership.
Manage progress billing and payment schedules to ensure customer and financing payments are collected on time.
Serve as the primary liaison for financing partners and funding platforms, ensuring timely approvals, funding, and issue resolution.
Guide homeowners through financing processes and remove obstacles that could delay installation or payment.
Process and reconcile payments within ServiceTitan, ensuring accurate job-level financial records.
Prepare project closeout packages and ensure all financial and documentation requirements are completed.
Partner cross-functionally with Operations, Sales, Production, and Accounting teams to resolve issues and support successful project completion.
Support reporting, bad debt analysis, audits, and continuous improvement initiatives related to billing and collections.
Maintain compliance with company policies, customer requirements, and financial controls.