Accounts Receivable Specialist

MAI WEALTH MANAGEMENT, INC. • Independence, OH

16d

About The Position

The Accounts Receivable Specialist will help support the Revenue group by performing primarily accounts receivables functions for the Firm.

Requirements

• Bachelor’s degree in Accounting and/or equivalent experience
• 1-2 years of experience and knowledge of accounts receivable and general accounting preferred
• Working knowledge of accounts receivable systems and databases
• Experience analyzing data and summarizing findings
• Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint
• Strong organizational, verbal, and written communications skills with the ability to communicate with all levels of the company
• Strong attention to detail and accuracy
• Time management skills including the ability to prioritize tasks to meet Firm needs
• Ability to think critically in complex and ever-changing situations, takes initiative and interest in expanding skillset
• Thrives in a fast-paced and dynamic team-based environment. Focus on collaboration, teamwork and partnership
• Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standard in all areas
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity

Responsibilities

• Responsible for completing timely and accurate accounts receivable tasks in support of the Firm’s financial operations
• Responsible for preparing and processing daily corporate deposits via check, ACH & wire as required
• Responsible for generating and distributing monthly and quarterly invoices for Account Executives to forward to clients
• Responsible for producing and sending monthly aging reports to Account Executives for outstanding invoices to expedite collections
• Classifying, recording, and maintaining data (e.g., client information, client invoices and cash receipts) within the Firm’s ERP system.
• Establish and maintain relationships with various departments within MAI regarding invoices/cash receipts process
• Assist with month-end/year-end closing activities
• Additional assignments as needed

Benefits

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees