Accounts Receivable Specialist

Accounts Receivable Specialist
6 Month Contract

Goals & Objectives
The Accounts Receivable Specialist is responsible for multiple functions within the accounts receivable department, including processing invoicing efficiently and accurately. This role requires great attention to detail, a thorough understanding of accounting principles and a strong ability to communicate with customers and internal teams.
Job Functions

• Process timely, accurate and complete invoicing for the Tax and Consulting Services and assist Advisory Services with entities.
• Communication with the financial advisor teams regarding outstanding balances, late payments, and any other issues related to accounts receivable.
• Manage timely, accurate and complete check and direct deposit for all entities, including application on appropriate invoices.
• Ability to go to the office several times a week to process any mailing requests, scan checks and statements
• Assist with questions, processing refunds, researching miscellaneous payments, etc

• Retrieve Insurance statements as required
• Maintain Insurance Blotter

• Retrieve Insurance statements as required

• Update process documentation as we continue to expand and improve our processes.
• Ad hoc projects and responsibilities
• Provide coverage for team members during absences

Education | Skills Requirements

• Associate or BS/BA in Accounting or related area of study
• 2 years in a related accounting role
• Knowledge of Salesforce and Workday a plus

• Inter-personal and communication skills working with people at all levels
• Ability to work independently and take full ownership of the tasks assigned
• Analytical - Problem solving abilities
• Organized and able to prioritize work
• Attention to detail, accuracy, and diligence in completing tasks

OSHA Requirements

• The ability to stand or sit for long periods of time, to use the telephone and computer systems.
• File documents in high or low cabinets.