Associate, Accounts Receivable

Cotality • Irvine, CA

6d • $45,400 - $49,920

About The Position

Cotality is seeking a proactive, detail-oriented Associate, Accounts Receivable to support accurate and efficient financial operations. The role serves as a connection between customers and internal teams, helping resolve account issues, maintain customer relationships, and support the company’s daily cash flow. The associate reviews and reconciles accounts, monitors outstanding balances, responds to inquiries, and maintains accurate records while following company policies and controls.

The position requires a high school diploma or equivalent, with at least one year of related finance experience preferred. Candidates should have strong attention to detail, a basic understanding of accounting and accounts receivable workflows, proficiency in Microsoft Office, and effective organizational and communication skills. Experience with ERP or accounting platforms, payment portals, lockbox files, customer remittances, cash application tools, aging reports, and reconciliations is preferred.

Cotality describes its benefits experience as including flexible working models, competitive time off, health coverage, and growth opportunities, with specific highlights depending on role classification. The stated annual pay range is $45,400–$49,920 USD.

Requirements

• High school diploma or equivalent required.
• At least one year of experience in accounts receivable, cash application, billing, collections, accounting support, or a related finance role preferred.
• Strong attention to detail and ability to work with a high degree of accuracy.
• Basic understanding of accounting principles and accounts receivable workflows.
• Proficiency with Microsoft Excel, Outlook, and other Microsoft Office applications.
• Strong organizational and time management skills, including the ability to prioritize multiple tasks and meet deadlines.
• Effective written and verbal communication skills.
• Ability to research discrepancies, follow up on open items, and collaborate across departments.

Nice To Haves

• Associate degree or coursework in Accounting, Finance, or Business.
• Experience with ERP or accounting systems such as Oracle, NetSuite, SAP, FinancialForce, or similar platforms.
• Experience working with payment portals, lockbox files, customer remittances, or cash application tools.
• Familiarity with aging reports, reconciliations, dispute resolution, and customer account maintenance.
• Ability to identify trends, document issues, and recommend process improvements.
• Comfort working in a fast-paced, deadline-driven environment.

Responsibilities

• Review customer accounts to identify unapplied cash, payment discrepancies, short payments, overpayments, and other account issues.
• Perform account reconciliations and help resolve variances between customer remittances, invoices, and internal records.
• Monitor accounts receivable aging and follow up on outstanding balances in accordance with company guidelines.
• Communicate professionally with customers and internal departments to research and resolve billing, payment, and account-related inquiries.
• Maintain accurate records of customer communication, payment activity, adjustments, and account updates.
• Follow established policies, procedures, and internal controls to ensure compliance and accuracy in accounts receivable processes.

Benefits

• Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Up to 16 weeks of fully paid parental leave and a baby stipend.
• Multiple medical plan options with mental health and wellness support offerings.
• 401(k) with company match and vesting after one year.
• $400 annual well-being stipend.
• Tuition assistance up to $5,250.
• Recognition Rewards, referral bonuses, and exclusive discounts.
• Flexible working model.
• Competitive time off and health coverage with meaningful perks and growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED