Accounts Receivable Administrator
Shield
full-time
Posted on:
Location Type: Hybrid
Location: Anaheim • California • 🇺🇸 United States
Visit company websiteSalary
💰 $22 - $29 per hour
Job Level
Mid-LevelSenior
About the role
- Prepare, verify & record customer payments, credit memos & transactions. Maintain and update customer files and notations within accounting system.
- Review weekly AR reports, identify delinquent accounts & initiate collections communications.
- Proactively escalate problematic accounts to management for review/action.
- Proactively obtain approvals, schedule payments and follow up with clients by phone and email to expedite payment of balances due.
- Remedy declined/expired credit card transactions/ACH returns & update file information.
- Assist with invoicing clients for products and services sold including split billing.
- Assist with performing audits of licensing and other client services for revenue assurance initiatives.
- Verify and report discrepancies found in records.
- Build and maintain a positive rapport with clients and internal team.
- Maintain weekly notes, schedule customer follow-ups and document collections activity/disputes.
- Communicate payment expectations clearly and professionally.
- Arrive fully prepared for AR review calls with accurate up to date information, status on outstanding items and any questions or issues identified in advance & ready for discussion.
- Receive physical check payments obtained from on premise lockbox twice weekly. Post and deposit checks.
- Apply customer payments accurately daily (ACH, wire, online portals)
- Research and resolve partial or unreconciled payments.
- Coordinate with customers and internal teams when payment issues arise.
Requirements
- 3+ years experience in AR, billing, collections, or accounting operations.
- Experience with accounting software (Netsuite, Quickbooks, etc)
- Working knowledge of MS office suite, particularly Excel.
- Strong accountability and follow-through.
- Proactive communication-speaks up early when something is unclear, delayed or blocking progress.
- Reliable task execution-completes action items before deadlines and updates notes in real time.
- Preparedness- comes to meetings fully briefed with aging reviewed beforehand.
- General knowledge of economic and accounting principles and reporting of financial data.
- Exceptional customer service skills and attention to detail.
- Critical thinker who acts as a strategic partner to the accounting team.
- Ability to follow through and manage time independently.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accounts receivablebillingcollectionsaccounting operationsinvoicingauditingpayment processingfinancial reportingdiscrepancy resolutioneconomic principles
Soft skills
accountabilityproactive communicationreliable task executionpreparednesscustomer serviceattention to detailcritical thinkingtime managementrelationship buildingproblem-solving