Agio is a hybrid managed IT and cybersecurity provider servicing the financial services, health care and payments industries. The company has extensive experience supporting the alternative investment space, specializing in hedge funds, private equity firms and asset managers. Agio offers technology hosting, monitoring, management, helpdesk, disaster prevention and recovery, as well as managed security, 360° cybersecurity programs, virtual CISO (vCISO) support and cybersecurity consulting.
We have team members in the US, UK, Canada, India and the Philippines. Our remote work policy allows us to accommodate our employees’ need for flexibility. Our family forward mentality and work-life balance focus empower our employees to live their best life at Agio.
WE OFFER:
- Competitive salary
- Comprehensive health benefits including vision, dental, disability, life insurance, and more with immediate coverage
- An inclusive and extended parental leave policy, birth mothers are fully paid up to 24 weeks
- 401K plan
- Uncapped vacation time off
- 9 paid holidays
- 10 paid sick days
- 32 hours of paid volunteer time off
- Training and growth opportunities
- A multicultural and diverse team
- A supportive work environment
- Social events
- Agio swag
- And more
JOB DESCRIPTION
We are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our dynamic Finance team. This role is critical in ensuring the accuracy, timeliness, and efficiency of the company's receivables processes. The ideal candidate will excel in communication, problem-solving, and leveraging technology to streamline workflows while maintaining excellent client relationships.
Key Responsibilities
- Invoice Management: Prepare, review, and issue accurate invoices to clients in accordance with contractual agreements.
- Collections: Proactively manage overdue accounts through effective communication with clients, resolving disputes, and negotiating payment plans when necessary.
- Reconciliations: Reconcile accounts receivable and unearned balances regularly to ensure accuracy and resolve discrepancies promptly.
- Reporting: Prepare and present detailed accounts receivable aging reports to management, highlighting risks and opportunities for improvement.
- System Optimization: Utilize financial software (e.g., Sage Intacct, ServiceNow, or other tools) to streamline AR processes and improve efficiency.
- Cross-Functional Collaboration: Work closely with the sales, customer success, and operations teams to address client billing inquiries and ensure a seamless financial process.
- Compliance: Ensure compliance with company policies, contractual obligations, and relevant accounting standards.
Qualifications
- Experience: Minimum 3 years of experience in accounts receivable, billing, or related finance roles. Experience in the IT or cybersecurity industry is a plus.
- Education: Bachelor’s degree in Accounting, Finance, or a related field preferred.
- Technical Skills: Proficiency in financial software (e.g., Sage Intacct, ServiceNow) and Microsoft Office Suite, particularly Excel.
- Communication: Strong verbal and written communication skills with the ability to manage client relationships professionally and effectively.
- Detail-Oriented: Exceptional attention to detail and organizational skills.
- Problem-Solving: Proactive approach to resolving billing issues and reconciling discrepancies.
- Team Player: Collaborative mindset with the ability to work well in a cross-functional team environment.
Agio is a blend of who we are and what we aspire to be. As an equal opportunity employer, we embrace diversity and are committed to creating an inclusive culture that allows each of us to do our best work and be our best selves.
We welcome all interested individuals to apply and encourage applications from people with disabilities, diverse ethnic and cultural origins, veteran status, and people from all races, religions, gender identities, sexual orientations, and expressions. We encourage you to apply if you see a fit between you and the opportunity.
Top Skills
What We Do
Agio is a hybrid cybersecurity and managed IT organization that combines predictive intelligence with human brilliance to empower clients with next-generation cyber protection and technology support. We believe service value should be measured by our ability to predict and prevent problems before they happen, not by how many problems we fix. By investing in AI and proactive issue prevention, we’re moving the MSP model forward to accommodate evolving trends that demand a new approach to technology delivery and support.
With more than 300 employees, our culture prioritizes frequent and timely communication to provide unrivaled, highly personalized service across all of our solutions, including extended detection & response, cybersecurity governance, virtual CISO (vCISO) support, technology hosting, monitoring, management, global service desk, desktop as a service, disaster prevention, and recovery. Agio is headquartered in New York, NY, with additional offices around the world. For more information, please visit www.agio.com.
