What are the responsibilities and job description for the Accounts Receivable Lead position at Confidential?
Job Description:
The Senior Accounts Receivable Coordinator (AR Lead) is a highly experienced AR professional responsible for managing day-to-day collections, mentoring the AR team, and driving operational efficiency in a fast paced and high-volume client environment. This role is designed for the ideal candidate who leads by example, actively managing their own high-priority accounts while guiding teammates in collections best practices. The AR Lead serves as a critical succession path to allow the Director of Finance to focus on broader operational finance initiatives. The ideal candidate has 3-5 years of demonstrated AR collections experience, a collaborative mindset, and a strong interest in process improvement.
Note: This position does not initially have direct supervisory responsibility over AR team. The Director of Finance will guide and determine the timing of management transition.
Key Responsibilities
Hands-On Collections & Team Support
- Manage own portfolio of high-priority accounts to ensure timely collections.
- Assist AR Coordinators / Collections Specialists with:
- Refunds and client account adjustments
- Analysis for client statements
- Unapplied payment research and clean-up
- Follow up and work effectively with 3rd party collections agency
- Lead by example, providing guidance, coaching, and workflow support to bring the collections team into alignment with best practices.
- Serve as the primary escalation point for complex AR issues.
Reporting & Analysis
- Prepare and analyze AR reports to monitor aging, trends, and performance.
- Support reconciliations, cash application, and client account reviews.
- Identify opportunities to enhance processes, efficiency, and customer satisfaction.
- Alongside Director of Finance, create metrics to track departmental efficiency.
Compliance & Process Improvement
- Ensure AR activities comply with company policies and GAAP standards.
- Drive initiatives to improve collection effectiveness and operational accuracy.
- Embrace automation and manage automated statement send out process.
Qualifications:
- Minimum 3-5 years of demonstrated AR / collections experience.
- Proven ability to lead by example with a history of mentoring team members.
- Strong knowledge of AR processes, cash application, unapplied payments, and client statement reconciliation.
- Proficiency in Microsoft Excel; experience with ERP systems is a plus (e.g., Dynamics 365, Sage Intacct, QuickBooks Online).
- High attention to detail, strong organizational skills, and ability to work independently.
- Excellent communication, problem-solving, and analytical skills.
- Growth mindset: eager to take on increasing responsibility over time.