What are the responsibilities and job description for the Accounts Receivable Specialist position at Del-Air Heating & Air Con?
About the Role:
The Accounts Receivable Specialist plays a critical role in managing and optimizing the financial health of the organization by ensuring timely collection of outstanding payments from customers. This position involves maintaining accurate records of all receivables, reconciling accounts, and collaborating closely with internal teams to resolve billing discrepancies. The specialist will analyze customer accounts to identify overdue payments and implement effective collection strategies while maintaining positive customer relationships. Additionally, the role requires regular reporting on accounts receivable status to management, contributing to cash flow forecasting and financial planning. Ultimately, this position ensures that the company’s revenue cycle operates smoothly, supporting overall business stability and growth.
Minimum Qualifications:
- High school diploma or equivalent; Associate’s degree in Accounting, Finance, or related field preferred.
- Proven experience of at least 2 years in accounts receivable or a similar financial role.
- Proficiency in accounting software and Microsoft Office Suite, especially Excel.
- Knowledgeable in Service Titan & Sage
- Strong understanding of basic accounting principles and accounts receivable processes.
- Excellent communication and interpersonal skills to interact effectively with customers and internal teams.
Preferred Qualifications:
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- Experience working in the consumer support services industry or a related field.
- Familiarity with ERP systems such as SAP, Oracle, or similar platforms.
- Certification in accounting or finance (e.g., CPA, CMA) is a plus.
- Demonstrated ability to analyze financial data and generate detailed reports.
Responsibilities:
- Manage and monitor customer accounts to ensure timely collection of outstanding invoices.
- Prepare and send invoices, statements, and payment reminders to customers.
- Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted.
- Investigate and resolve billing discrepancies and customer payment issues in a professional manner.
- Collaborate with sales and customer support teams to address customer inquiries and disputes.
- Maintain accurate records of all transactions and update the accounts receivable database regularly.
- Generate regular reports on accounts receivable status, aging, and cash flow projections for management review.
- Assist with month-end and year-end closing processes related to accounts receivable.
Skills:
The Accounts Receivable Specialist utilizes strong organizational and analytical skills daily to manage multiple customer accounts and ensure accurate financial records. Proficiency in accounting software and Excel enables efficient processing of invoices, reconciliation of accounts, and generation of detailed reports that inform management decisions. Effective communication skills are essential for resolving payment discrepancies and maintaining positive relationships with customers and internal teams. Problem-solving abilities help the specialist address billing issues promptly and implement collection strategies that support cash flow objectives. Additionally, attention to detail ensures compliance with accounting standards and contributes to the accuracy and integrity of financial data.