The Accounts Receivable Specialist is responsible for the resolution of any unapplied transactions, reconciling invoices and payments on a timely basis. They focus on the collection of payments from delinquent accounts and ensure timely resolution of customer billing issues. Working closely with the Controller, they maintain the productivity of the team and provide reporting on collection activity and AR aging.Success FactorsResponsibilities
- Document all follow-up information and correspondence in the credit and collection efforts, preparing aging reports and maintaining current status on all AR open accounts
- Investigate delinquent accounts and contact customers to collect payment as expeditiously as possible
- Monitor expected customer payment dates and make allowanced with management approval and further examination of customer payment plans, history and credit line
- Verify discrepancies and resolve any billing issues; perform account reconciliations
- Work collaboratively with accounts payable and other accounting staff to ensure accuracy in financial transactions
- Summarize receivables by maintaining company accounts, verifying totals and preparing assigned reports for distribution to Firm leadership
- Monitor accounts to identify trends and outstanding receivables
- Work with the finance and accounting team to develop strategies maximizing efficiency and effectiveness of AR policies and procedures
- Assist in the implementation of new financial systems and processes
- Review staff time entry and accrued PTO balances as needed
- Other duties as assigned
People Management/Relationships
- Take initiative to be a team player (seeks out opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust with team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Additional Job Description
- Excellent organization skills and strong attention to detail
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- Associate degree in Accounting or related field preferred, High School Diploma or equivalent required
- 2+ years’ experience in an accounting role with a focus on accounts receivables/billing preferred, solid understanding of debits and credits
- Excellent customer service skills with strong written and verbal communication skills
- Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); ability to manage spreadsheets with large sets of data
- Conscientious about timeliness of assignments and quality/accuracy of work produced
- Open to new challenges, solution-oriented and willingness to learn
Essential Functions
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned.
Salary Range:
$55,000 - $65,000
Top Skills
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
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Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
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