Accounts Receivable Specialist

Description

Overview

The Accounts Receivable Specialist will be responsible for timely and accurate billing, collection calls, and resolving any disputes. Accordingly, we are seeking an organized, internally motivated, detailed, and team-oriented individual who possesses the skill and knowledge base to maintain compliance with all financial policies and procedures.

Major Responsibilities

• Daily audit of field tickets and supporting documentation to process into an invoice

• Generate and send out invoices to customers • Submit invoices daily to customers through various channels (e-mail, online portal, mail, etc.)

• Bill retainage balances and follow up with payments

• Creating virtual folders and saving invoicing and credit memos supporting documents in PDF format

• Communicate with outside offices and sales reps to resolve billing questions/issues • Update accounting records with customer information • Assist with collection calls as needed

• Answer customer questions and handle disputed invoices

• Assist with bank and end-of-year audits • Drive weekly Teams calls with districts to review projects for the month

• Create and reconcile scorecard weekly (expected revenue versus actual) in Excel

• Fill out waivers and payment applications

• Reconcile project billings by proposal/contract in Excel using formulas • Verify and set projects in an accounting system • Reconcile customer deposits and retainage accounts

Qualifications

Essential Qualifications

• High School diploma or equivalent
• Associates degree and higher preferred

Experience

• Minimum of 4 years' work in Accounts Receivables
•  Experience working in a fast paced and customer-focused environment 
• Proficient in Microsoft Office Suite (especially Excel) • Construction invoicing background

Skills and Requirements

• Ability to meet deadlines
• Has interpersonal, problem-solving, and decision-making skills
• Professional communication skills (oral and written)
• High attention to detail
• Team player