Accounts Receivable Clerk

Summary

The accounts receivable clerk compiles and maintains accounts receivable records.

Essential Functions

• Input service tickets into Sage and maintain accurate records.
• Review accounts receivable weekly, initiate collections, and maintain positive client relationships.
• Prepare monthly requisitions and create client lists for Project Managers' monthly billing.
• Maintain change order logs and track Subcontractor/Supplier activities, obtaining lien waivers.
• Handle filing, scanning, organizing tasks, and assist in various projects as required.
• Coordinate time transfers between Exaktime, Sage, and Isolved with the Payroll Manager.
• Verify sick/vacation time in Isolved for employees not clocked in and maintain weekly attendance and sick/vacation logs.
• Support payroll processes across systems, compile and print payroll reports upon request.
• Assist in maintaining employee files and training new employees on accounts receivable and payroll processes.
• Coordinate with supervisors to resolve missed daily time entries promptly.
• Develop and implement strategies to maximize debt recovery while maintaining positive client relationships.
• Maintain client records for invoicing and bill payments.
• Generate monthly Proof of Concept (POC) and Work in Progress (WIP) reports for management and Project Managers.
• Complete Subcontractor/Supplier tracking sheets and obtain lien waivers.
• Develop and implement billing policies and procedures in compliance with regulations.
• Perform Project Administrator duties, including document management, gathering submittals and RFI’s, collecting field notes, creating change orders, maintaining equipment logs, assisting with payments, and issuing Purchase Orders.

Required Education and Experience

• Strong grasp of basic accounting principles.
• Proficient in Microsoft Office Suite; SAGE 100 experience is a plus.
• Strong organizational skills, including multitasking and time-management.
• Excellent written and verbal communication skills.
• Strong interpersonal skills; capable of working independently and collaboratively.
• Enthusiastic about learning and advancing within the company.
• High attention to detail and quick retention of new information.
• Punctual and dependable.

AAP/EEO Statement

Haddad Plumbing and Heating, Inc provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Haddad Plumbing and Heating Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training.