Thinc Forward

Accounts Receivable Specialist

Thinc Forward

full-time

Posted on:

Location Type: Hybrid

Location: West Chester • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • - 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

Requirements

  • - Associate or Bachelor’s degree in Accounting, Finance, or related field, preferred
  • - 2-3 years of accounts receivable, billing, or collections experience
  • - Experience with recurring billing and contract-based invoicing
  • - Understanding of service agreements, subscriptions, and usage billing
  • - Strong attention to detail and organizational skills
  • - Professional written and verbal communication skills
  • - Proficiency in Excel and financial/accounting systems
  • - Ability to manage multiple priorities and deadlines
  • - Experience working in an IT services, SaaS, telecom, or MSP environment, preferred
  • - Experience with ConnectWise PSA tool and QuickBooks Online Accounting Software preferred
Benefits
  • - Health care benefits (medical, dental, and vision)
  • - Paid time off (and public holidays)
  • - 401(k) retirement plan
  • - Life insurance
  • - Hybrid or remote work environment
Applicant Tracking System Keywords

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

Hard Skills & Tools
accounts receivablebillingcollectionsrecurring billingcontract-based invoicingfinancial documentationdata validationreconciliationpayment processingdispute resolution
Soft Skills
attention to detailorganizational skillsprofessional communicationability to manage prioritiesservice orientation
Certifications
Associate degree in AccountingBachelor’s degree in Finance