Manage billing, invoicing, reconciliations, and collections to ensure accurate customer accounts. Analyze AR data with advanced Excel, monitor aging, resolve disputes, support credit reviews, assist month-end close, and recommend process improvements while collaborating with Billing, Sales, and Finance.
Job Summary & Responsibilities
We are seeking a detail-oriented and analytical Accounts Receivable (AR) Specialist to join our Accounting team. This role will support the billing, credit, and collections functions, ensuring accurate invoicing, timely payments, and efficient reconciliation of customer accounts. The ideal candidate will have strong Excel skills to analyze data, track trends, and support process improvements.
- Generate and distribute customer invoices accurately and timely.
- Reconcile accounts to ensure all payments and credits are applied correctly.
- Investigate and resolve discrepancies in billing and payments.
- Apply customer payments to accounts, ensuring accurate records in the system.
- Monitor aging reports and follow up on past-due accounts to reduce DSO.
- Work closely with customers to resolve payment delays and disputes.
- Support credit reviews and approvals for new and existing customers.
- Assist in evaluating credit limits and payment terms based on financial data.
- Develop and maintain Excel-based reports and dashboards for AR metrics (aging reports, collection effectiveness, disputed invoices, etc.).
- Utilize pivot tables, VLOOKUPs, and formulas to analyze large data sets.
- Support month-end closing activities with accurate AR reporting.
- Identify opportunities to streamline AR processes and improve efficiency.
- Collaborate with the Billing, Sales, and Finance teams to address customer concerns.
- Ensure compliance with company policies and accounting standards.
- 2-5 years of Accounts Receivable, Billing, or Credit & Collections experience.
- Advanced Excel skills (pivot tables, VLOOKUPs, INDEX/MATCH, data analysis, macros a plus).
- Experience with AR software (Sage Intaact)
- Strong attention to detail and ability to manage multiple priorities.
- Excellent communication and problem-solving skills.
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