What are the responsibilities and job description for the Accounts Receivable Specialist position at Curi?
Title
Accounts Receivable Specialist
Location
Raleigh, NC or Edina, MN (hybrid - in office two days a week)
About Us
Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi RMB Capital, and Curi Insurance-each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes-in medicine, business, and life.
The Role
We are looking for a proactive team player with excellent communication skills to work on our Accounts Receivable team as an Accounts Receivable Specialist. In this role, you will report to the Accounts Receivable Manager and play a key role in managing the organization's incoming payments and supporting the finance and accounting teams with essential tasks. You will be responsible for processing check deposits, posting payments, performing account reconciliations, and following up on outstanding balances. You will also provide customer service support and handle invoicing and cancellations as part of the day-to-day responsibilities.
Key Result Areas
Payment Processing and Posting
- Deposit in-house checks through the remote deposit process and accurately post payments to the accounting system
- Ensure timely and accurate posting of payments to maintain up-to-date records in the accounting system
- Reconcile general ledger accounts on a monthly basis
- Assist department in creating timely and accurate financial statements
- Perform other accounting duties as assigned
Account Reconciliation
- Prepare account reconciliations for large customer accounts or groups as needed
- Assist in resolving any inconsistencies by investigating and following up with relevant departments or customers
Invoicing and Documentation
- Prepare, mail, and track invoices to ensure timely receipt and processing by customers
- Send out cancellation letters as needed, ensuring proper documentation and record-keeping for all communications
- Maintain an organized filing system for invoices, payments, and other relevant financial documents
Customer Service Support
- Assist with customer service calls related to accounts receivable inquiries, providing clear and professional responses
- Serve as a point of contact for customer billing questions, helping to resolve issues promptly and effectively
- Communicate with internal departments to gather information and address customer concerns as needed
Key Skills
- Able to manage workload efficiently within the designated hours to ensure timely completion of daily tasks
- Demonstrates a courteous and helpful approach when assisting customers with inquiries
- Proactive in identifying and resolving discrepancies and addressing overdue accounts
- Ensures high accuracy in payment postings, reconciliations, and record-keeping
- Comfortable working with accounting systems and able to learn new software as needed
- Strong verbal and written communication skills for effective interaction with customers and team members
- Ability to work independently, manage time efficiently, and prioritize tasks effectively
Key Qualifications
- High school diploma
- At least two years of experience in accounts receivable or a related role
- Proficient in Microsoft Office Suite (Excel, Word, Outlook) and familiar with accounting software
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
CURIOSITY: We ask and listen, stay curious, and are eager to learn.
TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Our Benefits
Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.
