Accounts Receivable Specialist

John C. Cassidy Air Conditioning & Plumbing•Riviera Beach, FL

10d•Onsite

About The Position

John C. Cassidy Air Conditioning & Plumbing is seeking an experienced Accounts Receivable Specialist to join their team. This position will be responsible for supporting the day-to-day accounts receivable function, including invoicing, payment processing, account reconciliation, collections, and maintaining accurate customer account records. The ideal candidate is highly organized, detail-oriented, comfortable communicating with customers regarding outstanding balances, and able to manage a high volume of accounts in a fast-paced environment. Previous accounts receivable experience within the HVAC, plumbing, home services, construction, or other service-based industry is strongly preferred.

Requirements

2+ years of accounts receivable, billing, collections, or related accounting experience
Working knowledge of accounts receivable processes, invoicing, payment application, collections, and account reconciliation
Experience managing a high volume of customer accounts and transactions
Strong attention to detail and commitment to accuracy
Excellent organizational and time-management skills
Strong written and verbal communication skills
Professional and confident approach to customer collections and resolving account issues
Ability to research discrepancies and independently work toward resolution
Ability to prioritize competing responsibilities in a fast-paced environment
Proficiency with Microsoft Excel, Outlook, and accounting or ERP software
Ability to work effectively both independently and as part of a team
High level of professionalism and discretion when handling financial and customer information

Nice To Haves

Previous experience in HVAC, plumbing, home services, construction, or a similar service-based business strongly preferred
Experience working with HVAC or home-service management software is a plus

Responsibilities

Manage day-to-day accounts receivable activities and maintain accurate customer account records
Prepare, review, and process customer invoices in a timely and accurate manner
Post and apply customer payments, including checks, ACH, credit card, and other payment methods
Monitor accounts receivable aging and identify past-due accounts requiring follow-up
Contact customers regarding outstanding balances and coordinate payment arrangements when appropriate
Research and resolve billing discrepancies, payment issues, credits, and account questions
Reconcile customer accounts and investigate unapplied or incorrectly applied payments
Maintain detailed documentation of collection efforts and customer communications
Process credit memos, adjustments, and account corrections as authorized
Work closely with service, operations, sales, and accounting teams to resolve customer billing issues
Assist with commercial and residential customer accounts, including recurring service and maintenance agreements
Support month-end accounts receivable reconciliation and reporting
Maintain accurate and organized electronic records and supporting documentation
Respond professionally and promptly to customer billing inquiries
Escalate delinquent or problematic accounts to management when appropriate
Assist with additional accounting and administrative responsibilities as needed