Accounts Receivable Supervisor / Lead – Advanced Excel

AccuSourceHR • Phoenix, AZ

4d • $65,000 - $75,000 • Hybrid

About The Position

We are conducting a confidential search for an experienced Accounts Receivable Supervisor / Lead to join our Phoenix-based accounting team. This is a hands-on leadership position for someone who combines strong accounts receivable and collections experience with advanced Excel and analytical skills. The ideal candidate is not only comfortable supervising and supporting an AR team but is also willing to work directly in the details - reviewing aging, reconciling accounts, analyzing large datasets, resolving billing issues, and handling complex or escalated customer accounts. This position requires someone who is highly organized, analytical, deadline-driven, and comfortable holding both themselves and others accountable. We are looking for a working supervisor, not someone who only delegates. The successful candidate will be comfortable moving between leadership responsibilities and detailed AR work throughout the day. This person should be able to open an aging report, quickly identify the accounts requiring attention, analyze the underlying data, determine what is preventing collection, and develop an appropriate course of action. The right candidate will bring a combination of: Leadership + Collections + Accounting Knowledge + Advanced Excel + Data Analysis + Follow-Through.

Requirements

• 5+ years of progressive Accounts Receivable, collections, billing, or related accounting experience.
• 2+ years in an AR Lead, Supervisor, Senior AR, or similar leadership capacity preferred.
• Demonstrated experience managing or providing day-to-day direction to AR employees.
• Strong collections and customer account management experience.
• Advanced Microsoft Excel skills required.
• Strong reconciliation and analytical skills.
• Experience working with high-volume AR transactions and customer accounts.
• Understanding of month-end close and general accounting principles related to Accounts Receivable.
• Ability to analyze data and identify errors, trends, and process issues.
• Strong written and verbal communication skills.
• Ability to professionally handle difficult customer conversations and escalations.
• Strong attention to detail with the ability to manage multiple deadlines and priorities.
• Ability to work independently while also providing leadership and support to the team.

Nice To Haves

• Experience with QuickBooks Online or other accounting/ERP systems is preferred.
• Power Query experience is strongly preferred.
• Advanced Excel proficiency is required for this position. Candidates should be comfortable working independently with large datasets and using Excel to identify discrepancies, reconcile information, and provide meaningful financial analysis.
• Candidates should have strong working knowledge of: XLOOKUP and/or INDEX/MATCH, SUMIFS, COUNTIFS, IF/IFS, and other advanced formulas, PivotTables and PivotCharts, Conditional formatting, Data validation, Filtering, sorting, and manipulating large datasets, Identifying duplicates and discrepancies between datasets, Performing large-scale account and transaction reconciliations, Creating and maintaining AR aging and collection reports, Building management-level reports from raw accounting data.

Responsibilities

• Provide day-to-day leadership and oversight of Accounts Receivable activities.
• Monitor AR aging and drive collection efforts to reduce past-due balances and improve cash flow.
• Review collection activity and ensure appropriate and timely follow-up on outstanding accounts.
• Personally manage complex, high-dollar, or escalated customer accounts when necessary.
• Review and resolve billing discrepancies, short payments, unapplied cash, credits, and account reconciliation issues.
• Assist with cash application and ensure payments are accurately and timely applied.
• Review customer accounts for accuracy and identify billing or payment trends requiring corrective action.
• Support month-end close, including AR reconciliations, aging analysis, and reporting.
• Prepare and maintain AR reports, collection reports, cash projections, and other management reporting.
• Develop and monitor AR performance metrics and KPIs.
• Train, coach, and provide ongoing guidance to AR team members.
• Review team members' work for accuracy, completeness, and timely follow-through.
• Partner with Accounting, Operations, Sales, Customer Service, and other departments to resolve customer and billing issues.
• Identify opportunities to improve AR processes, reporting, controls, and efficiencies.
• Maintain accurate documentation and ensure established AR policies and procedures are consistently followed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed