Invoicing and Billing: Generate and distribute accurate, timely invoices to customers. This includes reviewing contracts to ensure proper pricing and terms.
Payment Processing: Record, process and apply payments—including checks, ACH, wire transfers, and credit cards—to customer accounts.
Collections Management: Monitor accounts receivable aging reports to identify overdue accounts. Contact customers via phone or email to follow up on outstanding balances and negotiate payment plans.
Month End Close: Prepare journal entries, reconcile Accounts Receivable, Bank Statement, and Revenue Recognition.
Dispute Resolution: Investigate and resolve billing discrepancies, chargebacks, and customer inquiries professionally to maintain positive relationships.
Reporting and Analysis: Prepare monthly metrics such as Revenue Recognition and aging trends to inform management of collection progress.
Audit Support: Assist Accounting Manager and Senior Accountant with audit selections.
Collaboration: Work with sales team to resolve billing issues and ensure accuracy.
Special Projects: Complete special projects/assume additional responsibilities as assigned.

A Bachelor's or Associate's degree in Accounting, Finance, or a related field
2–3 years of professional experience in AR, collections, or general accounting
Solid knowledge of Microsoft Excel (pivot tables, VLOOKUPs) and experience with ERP systems like Business Central
Knowledge of automation tools like Bill.com, Power BI, and Avalara
Solid understanding of Generally Accepted Accounting Principles (GAAP), credit regulations, sales tax and revenue recognition (ASC 606)
Strong attention to detail, analytical problem-solving, and professional communication skills for client interactions
Collaborative spirit, with appreciation of diverse perspectives
Bold, passionate, tenacious and curious mindset, not afraid to explore new ideas and challenge the status quo in pursuit of better solutions

Staff Accountant

Key skills