Account Receivable

Role Overview

• Prepare and reconcile daily bank deposits, ensuring accuracy and proper documentation
• Apply customer payments to outstanding invoices in a timely and accurate manner
• Maintain and actively manage Accounts Receivable aging, identifying past-due balances and discrepancies
• Support collections efforts through customer correspondence and follow-ups as directed
• Prepare, issue, and reconcile customer invoices, including complex, multi-level billing arrangements
• Work with purchase orders (POs), ensuring billing aligns with contracted amounts and remaining balances
• Review contracts to ensure billing accuracy across varying pricing models and service levels
• Maintain complete and organized billing and AR documentation
• Reconcile customer accounts and resolve billing discrepancies
• Retrieve and review credit reports; assist with customer credit evaluations as needed
• Support Account Management by providing detailed invoicing, payment status, and AR reporting
• Assist with client forecasts and accruals, ensuring revenue and receivables are accurately represented
• Collaborate closely with Finance, Sales, Account Management, and Operations teams
• Assist with AR-related projects and process improvements
• Ensure compliance with internal controls and accounting best practices
• Perform other duties as assigned by management

Requirements

• Strong Accounts Receivable experience with hands-on ownership of billing, cash application, and reconciliations
• High attention to detail and accuracy in a high-volume environment
• Experience working with purchase orders, billing limits, and contract-based invoicing
• Ability to manage multiple priorities and collaborate across departments
• Strong written and verbal communication skills

Technical Skills

• Excel (intermediate to advanced; reconciliations, tracking, reporting)
• Outlook
• Experience with ERP or accounting systems (e.g., NetSuite – preferred, not required)
• Familiarity with bank portals and cash application tools (e.g., SunTrust/Truist or similar)
• Experience working with sales tax and billing compliance

Nice to Have

• Experience preparing client forecasts and accruals
• Exposure to complex SaaS or healthcare billing models
• Prior experience supporting Account Management or client-facing teams

Tech Stack

• ERP

Benefits

• Supportive, progressive, fast-paced environment
• Competitive pay structure
• Matching 401(k) with immediate vesting
• Medical, dental, vision, life, & short-term disability insurance