What are the responsibilities and job description for the Accounts Receivable position at AppleOne?
Client partnered with AppleOne in the construction industry located in Fullerton is seeking an experienced and detail-oriented Accounts Receivable Specialist to join their team. This individual will be responsible for a variety of accounting tasks, including customer billings, job file management, and maintaining accurate records within QuickBooks. If you have a strong understanding of AR, construction industry billing, and administrative tasks!
Key Responsibilities:
Customer Billing & Invoicing:
Process all customer billings, including progress billings and final invoices.
Email invoices to customers, ensuring that all details are accurate and clear.
File all billing documentation both electronically and physically for easy access and tracking.
Weekly Sales Reporting:
Prepare and submit weekly sales reports summarizing all receivables, outstanding balances, and invoicing activities.
Track and report on customer payments and aging balances.
Job Folder Management & Costing:
Maintain and file job folders after costing is completed, ensuring that all supporting documents (invoices, change orders, etc.) are properly organized and filed.
Ensure all job-related documents are accessible for project managers and other stakeholders.
Progress Billing & Customer Release:
Process assigned progress billings, ensuring that invoicing aligns with job progress and milestones.
Handle customer releases after progress billings are processed.
Job File Creation & Data Entry in QuickBooks:
Create new job files in the system and enter all necessary data into QuickBooks, ensuring accurate record-keeping.
Ensure all job costs, revenues, and payments are tracked correctly.
Rental Files Maintenance:
Manage and maintain rental files for equipment and materials used on projects.
Track rental agreements, payments, and returns, ensuring compliance with terms.
Backup for Phones & Customer Communication:
Serve as a backup for answering phones, assisting with general inquiries, and providing customer support as needed. Communicate professionally and promptly with customers regarding billing questions or issues.
Qualifications:
Experience: At least 5 years of experience in accounts receivable, with a preference for experience in the
construction industry.
Software Proficiency: Strong working knowledge of QuickBooks, Microsoft Excel, and email systems.
Detail-Oriented: Strong attention to detail and accuracy in all tasks.
Communication Skills: Excellent written and verbal communication skills, with the ability to interact professionally with customers, vendors, and internal teams.
Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
Customer Service: A customer-focused attitude with the ability to handle inquiries and resolve issues in a timely manner.
Working Hours: Flexible
Monday to Friday, 7am-4pm, 7:30am-4:30pm, 8am – 5am
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1006
Key Responsibilities:
Customer Billing & Invoicing:
Process all customer billings, including progress billings and final invoices.
Email invoices to customers, ensuring that all details are accurate and clear.
File all billing documentation both electronically and physically for easy access and tracking.
Weekly Sales Reporting:
Prepare and submit weekly sales reports summarizing all receivables, outstanding balances, and invoicing activities.
Track and report on customer payments and aging balances.
Job Folder Management & Costing:
Maintain and file job folders after costing is completed, ensuring that all supporting documents (invoices, change orders, etc.) are properly organized and filed.
Ensure all job-related documents are accessible for project managers and other stakeholders.
Progress Billing & Customer Release:
Process assigned progress billings, ensuring that invoicing aligns with job progress and milestones.
Handle customer releases after progress billings are processed.
Job File Creation & Data Entry in QuickBooks:
Create new job files in the system and enter all necessary data into QuickBooks, ensuring accurate record-keeping.
Ensure all job costs, revenues, and payments are tracked correctly.
Rental Files Maintenance:
Manage and maintain rental files for equipment and materials used on projects.
Track rental agreements, payments, and returns, ensuring compliance with terms.
Backup for Phones & Customer Communication:
Serve as a backup for answering phones, assisting with general inquiries, and providing customer support as needed. Communicate professionally and promptly with customers regarding billing questions or issues.
Qualifications:
Experience: At least 5 years of experience in accounts receivable, with a preference for experience in the
construction industry.
Software Proficiency: Strong working knowledge of QuickBooks, Microsoft Excel, and email systems.
Detail-Oriented: Strong attention to detail and accuracy in all tasks.
Communication Skills: Excellent written and verbal communication skills, with the ability to interact professionally with customers, vendors, and internal teams.
Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
Customer Service: A customer-focused attitude with the ability to handle inquiries and resolve issues in a timely manner.
Working Hours: Flexible
Monday to Friday, 7am-4pm, 7:30am-4:30pm, 8am – 5am
EEO/AA Employer/Vet/Disabled.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1006
Salary : $54,100
