Thinc Forward

Accounts Receivable

• - Monitor aging reports and proactively follow up on past-due accounts
• - Communicate with clients regarding outstanding balances in a professional and service oriented manner
• - Document collection activity and customer communications
• - Escalate high risk accounts to VP, Finance as needed
• - Apply customer payments (ACH, check, credit card, wire) accurately and timely
• - Run monthly credit card payments for customers and apply to their accounts
• - Transfer payments through automated process from QuickBooks to ConnectWise
• - Reconcile customer accounts and resolve discrepancies
• - Investigate short payments, misapplied payments, and disputes
• - Maintain clean AR aging and accurate financial records
• - Respond to billing inquiries and resolve invoice disputes
• - Work closely with account managers and project coordinators on billing questions
• - Assist with contract updates, renewals, and billing adjustments
• - Maintain accurate customer financial records in PSA/accounting systems
• - Provide AR status reporting and aging summaries
• - Assist with financial documentation requests
• - Prepare and maintain daily AR report for CEO
• - Ensure adherence to company billing policies and controls
• - Assist with the generation and distribution of monthly invoices on a scheduled billing cycle
• - Transfer invoices through automated process from ConnectWise to QuickBooks ensuring accuracy and correcting any errors
• - Validate the billing data in both ConnectWise and QuickBooks agree and research any discrepancies

Accounts Receivable Specialist

Project Manager

• Manage the full lifecycle of IT projects for clients, including multi-site deployments, migrations, and system upgrades
• Assist in defining project scope and objectives, ensuring alignment with client requirements
• Develop and maintain project plans, including setting milestones, adhering to deadlines, and allocating resources appropriately
• Coordinate engineer schedules and project timelines in alignment with service desk and operational priorities to ensure projects meet scope, timeline, and quality standards
• Coordinate third-party vendors, hardware deliveries, and implementation schedules
• Track and report progress across multiple concurrent projects using tools such as ConnectWise Manage, Smartsheet, and other required platforms
• Prepare and distribute project status reports, meeting notes, and action items
• Serve as a consistent point of contact for clients on project logistics, scheduling, and status updates, and provide regular updates, manage expectations, and proactively resolve issues
• Communicate effectively with internal staff, external clients, and leadership to keep projects aligned with organizational goals
• Delegate tasks to team members or vendors best suited for successful completion
• Identify and mitigate risks and potential liabilities across multiple projects, escalating risks and scope changes appropriately and as needed
• Make informed decisions when presented with multiple options for project progression
• Perform quality control throughout the project lifecycle to maintain client standards
• Adjust schedules and targets as needed to accommodate changes or unforeseen challenges
• Support project financial tracking, including time entry validation, milestone billing, and invoice preparation
• Track project hours against estimates and statements of work (SOWs)
• Assist with change orders, scope adjustments, and project documentation updates
• Identify opportunities to improve project workflows, tools, and communication practices
• Assist in maintaining project consistency across clients and engagements
• Represent the company professionally in all client and team interactions
• Perform other duties as assigned to support project and organizational success

Accounts Receivable Specialist

Project Coordinator