HVAC Accounts Receivable Associate

Christianson A/C & Plumbing • Round Rock, TX

15d • Onsite

About The Position

We are looking for a skilled Accounts Receivable Associate to perform a variety of accounting, bookkeeping and financial tasks for the HVAC department. A successful AR associate should be familiar with basic business accounting procedures and have a flair for numbers to the point of reconciling every penny. This role involves billing, customer service, and administrative tasks to ensure smooth operations within the HVAC department.

Requirements

• High school diploma or equivalent required.
• 2 years of related experience in scheduling, billing, or a related field.
• Proficiency in accounting and Microsoft Office Suite (Excel, Word) as well as our proprietary software program.
• Strong organizational and multitasking abilities.
• Excellent communication and customer service skills.
• Attention to detail and accuracy in record-keeping.
• Strong problem-solving abilities and the ability to work independently.
• Familiarity with bookkeeping and basic accounting procedures including GAAP.

Nice To Haves

• Associate degree in business administration, accounting, or related field preferred.
• Experience in the HVAC industry is a plus.
• Bilingual is a plus.

Responsibilities

• Generate and distribute accurate invoices for HVAC (New Construction, Service and installations).
• Review work orders and service reports to ensure accurate billing.
• Process incoming payments and record them in the accounting system.
• Maintain and update customer billing records and account information.
• Monitor accounts receivable and follow up on overdue accounts to ensure timely payments.
• Respond to customer inquiries regarding billing issues and resolve discrepancies.
• Perform month-end and year-end closing processes.
• Perform other related duties as assigned.
• Provide excellent customer service by addressing customer inquiries and concerns related to purchasing, scheduling, and billing.
• Ensure a positive customer experience by maintaining clear and professional communication.
• Answer incoming Service calls as needed and coordinate and schedule HVAC services and installations for customers.
• Work closely with the dispatcher and Service Manager to align schedules with project requirements.
• Communicate scheduling details and changes to customers and internal teams promptly.
• Maintain and update the service schedule in the company’s management software.

Benefits

• 401(k)
• 401(k) matching
• Company Paid – Health Insurance
• Company Paid – Basic Life Insurance
• Dental insurance
• Vision Insurance
• Short-Term & Long-Term Disability
• Life Insurance
• 8 Paid holidays
• Paid time off

What This Job Offers

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