Accounts Receivable Specialist

QXO•Sanford, FL

11d

About The Position

The Accounts Receivable Specialist supports accounts receivable, billing, and payment processing to help ensure accurate and timely financial transactions. The role maintains project and customer records, prepares invoices and payment applications, monitors outstanding payments, and collaborates with customers, Sales, Field Operations, and internal teams to resolve billing discrepancies. The position handles routine accounts receivable transactions, cash application, customer account support, reconciliation and reporting, and related controls and team support. It follows established company policies and procedures, maintains confidential financial information, and escalates complex issues as appropriate. Work is primarily performed in a professional office or corporate environment and involves frequent computer, data-entry, financial-system, and customer communication work. Extended hours may occasionally be required during month-end, year-end, or other peak periods.

Requirements

Strong attention to detail and commitment to accuracy.
Basic understanding of accounting or accounts receivable processes.
Strong organizational and time-management skills.
Good written and verbal communication abilities.
Strong data-entry and computer skills.
Basic analytical and problem-solving abilities.
Ability to manage recurring tasks and deadlines.
Ability to work independently on assigned responsibilities while collaborating effectively with a team.
Customer-service-oriented approach.
Ability to maintain confidential financial information.
High school diploma or equivalent required.
Proficiency with Microsoft Office applications, particularly Excel and Outlook.

Nice To Haves

Associate degree in Accounting, Finance, Business, or a related field preferred.
0–2 years of accounts receivable, accounting, finance, billing, cash application, or related experience preferred.
Previous payment-processing or customer-account experience is a plus.
Familiarity with ERP or financial systems preferred.
Experience within distribution, manufacturing, construction, or a multi-location organization is a plus.

Responsibilities

Process and maintain accounts receivable transactions accurately and timely.
Apply customer payments, credits, adjustments, and other transactions to appropriate accounts.
Review customer accounts for accuracy and identify routine discrepancies.
Research unapplied cash, short payments, overpayments, and other basic account issues.
Maintain accurate customer account information in company financial systems.
Process routine account adjustments according to established procedures and approval requirements.
Maintain organized electronic records and supporting documentation, and follow established Accounts Receivable policies and procedures.
Apply customer payments received through checks, ACH, wire transfers, credit cards, and other approved methods.
Match remittance information to customer accounts and invoices; research routine discrepancies and follow up on missing remittance information.
Maintain accurate payment activity records and escalate complex or unidentified payments appropriately.
Respond to routine customer questions about invoices, payments, balances, and account activity; provide invoice copies, statements, and supporting documentation as requested.
Research basic billing and payment discrepancies and coordinate with Sales, Credit, and other internal teams to resolve account questions.
Maintain professional, responsive customer communications and escalate complex concerns to experienced team members or leadership.
Assist with customer account reconciliations and research outstanding balances and transaction discrepancies.
Support preparation and distribution of customer statements, review of aging and accounts receivable reports, and month-end Accounts Receivable activities.
Maintain accurate documentation supporting account balances and transactions.
Follow company financial policies, internal controls, and established AR procedures; maintain confidentiality of customer and company financial information.
Assist with audit documentation requests, develop proficiency with company financial and AR systems, and participate in training and continuous improvement activities.
Perform additional duties and projects as assigned.