Accounts Receivable Specialist

Gallagher•San Diego, CA

26d

About The Position

Gallagher is hiring an Accounts Receivable Specialist for its growing team at RPA San Diego, a third-party administration, consulting, and strategic management branch serving collectively bargained benefit plans, pooled purchasing arrangements, and trusts. The branch’s mission is to deliver high-quality, affordable, and accessible health care to its members. Under general supervision, the specialist performs daily and monthly accounting functions supporting client needs, with an emphasis on accounts receivable, deposits, reconciliations, collections, and transaction processing in Microsoft Dynamics 365 Finance. The role also supports quarterly accounting activities, month-end close, reporting, and improvements to accounting workflows and procedures.

Requirements

High school diploma or equivalent required.
Minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience.
Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles.
Intermediate Excel proficiency, including the ability to work with large data sets, perform reconciliations, and prepare supporting schedules.
Excellent written and verbal communication skills.
Ability and willingness to learn Microsoft Dynamics 365 Finance.
Professionalism and creativity when representing the company in client and team situations.
Cooperative attitude and ability to work independently and as part of a team.
Ability to prioritize and handle multiple tasks in a fluid work environment.
Patience, resiliency, and tolerance for stressful situations.

Nice To Haves

Associate degree or coursework in Accounting, Finance, Business Administration, or a related field.
Associate or bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Four or more years of progressive accounting, accounts receivable, billing, or finance operations experience.
Experience with Microsoft Dynamics 365 Finance or another ERP/accounting system.
Prior Microsoft Dynamics 365 Finance experience, particularly with AR processing, customer transactions, payment application, financial dimensions, workflows, or reporting.
Experience supporting month-end close, audit requests, account analysis, and process improvement initiatives.
Experience in a trust, benefits administration, insurance, public entity, nonprofit, or professional services environment.
Advanced Excel and Microsoft Office proficiency.
Strong organizational skills and high attention to detail.
Strong analytical and problem-solving skills.
QuickBooks or other ERP/accounting system experience.

Responsibilities

Manage accounts receivable for various trusts, including invoicing, payment application, collections follow-up, and account research.
Process and record ACH, check, and electronic deposits, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance.
Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed.
Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules.
Follow up with clients about payments, outstanding balances, courtesy notices, and account discrepancies.
Manage phone calls and inquiries from members, clients, and internal stakeholders professionally and in a timely manner.
Record client invoices and payments, and research and resolve invoicing, payment, and account balance issues.
Perform collections tasks while maintaining accurate documentation and professional client communication.
Communicate with internal and external clients to obtain or convey information related to billing, payments, account status, and reporting.
Perform routine and established projects, analyses, and reporting for a specific accounting or finance area.
Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, AR processes, and accounting procedures.