What are the responsibilities and job description for the Accounts Receivable Specialist position at Peter Holtz CPA?
Job Description
We are seeking an AR Specialist! You will be responsible for the effective management and profitable operation of your assigned branch office.
Responsibilities:
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.
The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries. The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.
We are seeking an AR Specialist! You will be responsible for the effective management and profitable operation of your assigned branch office.
Responsibilities:
- Coordinate the approval process for all loans and lines of credit
- Oversee the flow of cash and financial investments
- Analyze information to assess current and future financial statuses
- Review costs for optimal budget planning
- Evaluate reporting systems and collection procedures
- Previous experience in financial branch management, financial services, or other related fields
- Knowledge of common banking practices
- Strong leadership qualities
- Ability to work under pressure
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.
The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries. The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.