Accounts Receivable Specialist
About The Position
The Accounts Receivable (AR) Specialist is responsible for executing day-to-day AR operations, including invoicing, cash application, collections, and customer account reconciliation. This role plays a critical part in ensuring accurate financial records and driving timely cash collection. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with a strong focus on managing a defined portfolio of customer accounts, resolving discrepancies, and maintaining strong customer relationships to support effective collections and overall working capital improvement.
Requirements
- High school diploma required; associate’s or bachelor’s degree preferred.
- 2+ years of accounts receivable, billing, or collections experience.
- Experience working with ERP systems.
- Working knowledge of AR processes, billing, and cash application.
- Proficiency in Microsoft Excel.
Nice To Haves
- Experience in distribution, manufacturing, or product-based environments.
- Experience with NetSuite or similar ERP systems.
- Experience handling high-volume transactions and complex customer accounts.
Responsibilities
- Prepare and issue accurate customer account statements and credit memos.
- Verify pricing, quantities, and billing terms in alignment with customer agreements and company policies.
- Ensure timely billing to support accurate revenue recognition and cash collection.
- Apply customer payments (ACH, wire, check, credit card) accurately and timely.
- Investigate and resolve unapplied cash, short payments, and overpayments.
- Reconcile daily cash receipts to bank activity and identify discrepancies.
- Manage assigned customer accounts and support collection efforts on past-due balances.
- Perform outbound follow-up with customers via phone and email to drive timely payment.
- Build and maintain professional customer relationships to support effective issue resolution.
- Document collection activity and escalate complex or high-risk accounts as needed.
- Set up and maintain accurate customer account records in the ERP system.
- Ensure customer data, billing terms, and contact information are current and complete.
- Respond to customer inquiries regarding invoices, statements, and account status.
- Reconcile customer accounts and investigate discrepancies, including billing errors, deductions, and payment variances.
- Partner with internal teams (Sales, Customer Service, Operations) to resolve disputes and improve collection outcomes.
- Support resolution of chargebacks, short pays, and customer deductions.
- Assist with AR aging analysis and collection reporting.
- Support month-end close activities, including AR reconciliations and supporting schedules.
- Provide documentation and support for internal and external audits.
- Identify opportunities to improve AR processes, accuracy, and efficiency.
- Assist with system updates, testing, and documentation of AR procedures.
- Support initiatives to reduce unapplied cash and improve overall AR aging.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
