What are the responsibilities and job description for the Accounts Receivable Clerk position at American Plumbing & Heating?
Position Summary
The Accounts Receivable Clerk plays a key role in supporting the AR team’s maintenance of the company’s cash flow by helping ensure accurate and timely invoicing, monitoring customer accounts and proper application of payments, and maintaining organized project and billing records. This position requires a detail-oriented individual who can work independently when needed, learn from mistakes, and implement improvements to prevent future issues. There is opportunity for growth into an AR Specialist role for the right candidate.
Key Responsibilities
Billing & Invoicing Support
- Assist the AR team in preparing and issuing customer invoices, including AIA requisitions (G702/G703) and project billings.
- Help verify billing details such as prices, terms, and account information.
- Support management of recurring billing schedules and updates to customer records.
- Coordinate with project managers or operations for billing revisions and approvals as directed.
Accounts Receivable & Payment Processing
- Assist with posting, tracking, and reconciling accounts receivable in the financial system.
- Help monitor outstanding balances, follow up on overdue accounts, and enforce credit policies.
- Assist in investigating and resolving payment discrepancies with customers or internal teams.
- Support proper application of customer payments to invoices and accounts and report discrepancies to the AR team.
Project Records & Documentation
- Aid in maintaining accurate construction project records in ERP software (e.g., SAGE, Timberline, or similar), including contract changes, cost codes, and supporting documentation.
- Help manage lien waiver preparation, collection, and tracking (conditional, unconditional, and final).
- Support AR reporting, month-end close activities, and compliance with AR procedures.
Collaboration & Process Improvement
- Communicate effectively with clients, project managers, and internal teams to resolve billing discrepancies.
- Help identify and implement improvements to AR processes to increase efficiency and accuracy.
- Learn from mistakes and proactively apply corrective actions to prevent similar issues in the future.
Required Qualifications
- High school diploma or equivalent; degree or certificate in Accounting, Accounts Receivable, or related field a plus.
- Basic understanding of accounting principles and AR processes.
- Proficiency in Microsoft Office 365 (Excel, Word) and familiarity with Adobe/Bluebeam.
- Ability to work independently, manage multiple priorities, and meet deadlines.
- Strong attention to detail, organizational skills, and effective communication abilities.
- Willingness to learn and adapt to ERP/accounting software (e.g., SAGE, Timberline, Timberscan).
- Ability to commute daily to Norwell, MA
Preferred Qualifications
- Experience supporting AR, billing, or accounting teams in a professional environment.
- Familiarity with construction project billing, AIA requisitions, and construction software portals (e.g., Textura, Procure, GC Pay).
- Experience preparing or tracking lien waivers and assisting with month-end close processes.
- Familiarity with AR automation tools and payment processing platforms.
- Experience in the construction industry (plumbing, HVAC, sprinkler fitting, or similar).
Additional Attributes:
- Self-sufficient and able to take ownership of tasks while knowing when to escalate issues.
- Strong problem-solving skills and willingness to implement process improvements.
- Professional demeanor with the ability to maintain positive customer relationships.
Job Type: Full-time
Pay: $20.00 - $30.16 per hour
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
Work Location: In person
Salary : $20 - $30