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Accounts Receivable Specialist
FIT Solutions, LLCAccounts Receivable Specialist at FIT Solutions managing invoicing, collections, and customer payments. Collaborating internally to ensure financial accuracy and compliance.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Accounts Receivable management, billing processes, and collections activities, ensuring compliance with financial policies and maintaining accurate customer records. Proficient in utilizing ConnectWise and QuickBooks Online for effective invoicing and payment processing.
Highest-signal resume keywords
Accounts Receivable ManagementQuickBooks Online ExperienceConnectWise Manage ProficiencyBilling and Collections ExpertiseAccounting Principles Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts ReceivableBillingCollectionsAccount ReconciliationInvoicing ProcessesFinancial Policies ComplianceCustomer Account MaintenancePayment ProcessingCustomer OutreachAging Reports
Soft Skills
Exceptional Customer ServiceProfessional Communication
Tools & Technologies
ConnectWiseQuickBooks OnlineMicrosoft 365ExcelWordOutlookPowerPointSharePoint
Certifications & Qualifications
Associate Degree in AccountingFinanceBusiness Administration
Industry Keywords
Accounts Receivable Best PracticesBilling DiscrepanciesPayment IssuesCash Flow ObjectivesCustomer Payment Portal
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Process and maintain customer agreements within the ERP system (ConnectWise), ensuring billing information is accurate and up to date.
- Generate, review, and distribute customer invoices through ConnectWise and/or Autotask, ensuring successful synchronization with QuickBooks Online.
- Monitor accounts receivable aging and perform collections activities, including customer outreach, payment follow-up, and escalation of delinquent accounts as needed.
- Maintain accounts receivable balances within established company targets and provide regular aging and collections reports to management.
- Manage the customer payment portal, including account setup, payment processing, and customer support related to online payments.
- Receive, record, and reconcile customer payments, ensuring timely and accurate application of funds to customer accounts.
- Prepare and complete bank deposits in accordance with company procedures.
- Investigate and resolve billing discrepancies, payment issues, and account reconciliation concerns.
- Maintain accurate customer account records and supporting documentation within company systems.
- Support the organization's cash flow objectives through timely invoicing, collections, and payment processing activities.
- Ensure compliance with company financial policies, accounting procedures, and internal controls.
- Provide exceptional customer service while professionally managing billing and payment-related communications.
Requirements
What you’ll need- Minimum of three (3) years of Accounts Receivable, billing, collections, or related accounting experience required.
- Associate degree in Accounting, Finance, Business Administration, or a related field preferred; equivalent combination of education and experience may be considered.
- Advanced computer and technology proficiency with the ability to quickly learn and utilize business applications.
- Intermediate proficiency in Microsoft 365 applications, including Excel, Word, Outlook, PowerPoint, and SharePoint.
- Experience with QuickBooks Online or similar accounting software required.
- Experience using ConnectWise Manage for billing, agreements, project invoicing, and service ticket review preferred.
- Demonstrated experience managing recurring billing, collections, account reconciliations, and customer account maintenance.
- Strong understanding of accounting principles, invoicing processes, and accounts receivable best practices.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options