AR/AP Clerk

Pivotal Health•,

3d•$80,000 - $90,000•Hybrid

About The Position

Pivotal Health is hiring an AR/AP Clerk to join our Accounting team at a real inflection point in our growth. As we've scaled, so has the complexity of our billing, collections, and payables workflows — and we need someone who can own these processes end-to-end without a lot of hand-holding. This role exists because the work is real, the volume is growing, and we need someone who takes genuine pride in keeping the books clean. You'll own the full AR cycle, sending invoices, following up on outstanding balances, processing cash receipts, and making deposits, alongside AP responsibilities including reviewing and approving expense reports and reimbursements through Ramp. You'll set up and maintain a consistent customer outreach cadence, track aging, and report on collection status weekly and monthly. Where most people wait to be told something is wrong, you find it first. If you get satisfaction from a clean AR aging report, aren't afraid to call a customer to resolve a balance discrepancy, and want real visibility into how a growing company operates financially, this is a strong fit. You'll work directly with the Controller and have ownership of processes that matter from day one.

Requirements

3–5 years of hands-on AR/AP experience, with stronger depth on the AR side. You've owned billing cycles, managed collections, and processed cash before.
Advanced Excel skills: VLOOKUPs, pivot tables, and building your own trackers from scratch without being asked.
Comfortable in expense management tools like Ramp, Bill.com, Expensify, or Brex. You know how to work in these systems, not just around them.
Familiar with a core financial system, NetSuite, QuickBooks, or Rillet, and disciplined about what you enter into it.
Accountable and self-directed: you don't wait to be told something is off. You find it, fix it, and report back.
Low-ego and coachable: you respond well to feedback, ask good questions, and care more about getting it right than being right.
Comfortable saying no when needed, tactfully, with a reason, and with an alternative where possible.

Nice To Haves

You've lived through a system migration: moving financial data from one platform to another and know what that process demands.
Prior experience on a finance team that was building processes, not just inheriting them.
Familiarity with healthcare or SaaS billing models.

Responsibilities

Own the full billing cycle. Drive weekly and monthly invoicing from generation through delivery — accurate, on schedule, and fully tracked every time.
Build and hold a collections cadence. Send statements, follow up on outstanding balances, and maintain a consistent outreach rhythm that keeps receivables moving without burning customer relationships.
Process and apply cash receipts. Handle incoming payments accurately, apply cash correctly, and make deposits — maintaining a clean record at every step.
Manage accounts payable and expense reimbursements. Review, approve, and process expense reports through Ramp, ensuring policy compliance and proper GL coding.
Report on AR aging. Produce weekly and monthly aging summaries, flag risk proactively, and keep the Controller informed on anything that needs attention.
Enforce your own internal controls. Double-check amounts, verify payment terms, confirm vendor changes, and review before submitting so others don't have to clean up downstream.
Communicate directly with customers. Reach out professionally on account status, open items, and payment timelines including picking up the phone when email isn't moving things forward.