Monitor and manage accounts receivable balances; follow up on past-due accounts
Communicate with customers regarding invoices, payments, discrepancies, and account status
Post and apply daily cash receipts, including lockbox and other deposits, to the general ledger
Apply cash receipts accurately and reconcile customer accounts
Perform day-to-day transactions, including new customer setup, invoicing, tax exemption validation, and cash application
Review and maintain aged receivables in accordance with company policies; document collection efforts and account notes
Investigate and resolve billing and payment discrepancies through account reconciliation
Partner cross-functionally with Sales, Revenue Operations, Customer Success, and Operations to ensure accurate customer data and timely invoicing
Coordinate with Accounts Payable to process customer refunds when necessary
Assist with month-end close activities, including journal entries and account reconciliations
Prepare and support monthly financial reporting packages
Support audit requests and documentation preparation
Assist in developing and maintaining standard operating procedures (SOPs) and process documentation
Maintain accurate financial records in compliance with company policies and accounting standards
Perform other duties as assigned to support the Accounting team

Requirements

Bachelor’s degree in Accounting, Finance, or similar field
2+ years of experience in accounting, finance, or customer billing
Previous experience within accounts receivable or collections preferred
Oracle NetSuite experience required
Proficient with Microsoft Excel and other Microsoft Office applications
Previous experience with Salesforce preferred

Benefits

Bonus Eligible
Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accounts receivablecash applicationaccount reconciliationinvoicingfinancial reportingjournal entriestax exemption validationcollection effortsfinancial records maintenancestandard operating procedures

Soft Skills

communicationproblem-solvingcross-functional collaborationattention to detailorganizational skills

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance