Accounts Receivable Specialist

We’re hiring an Accounts Receivable Specialist to join our growing Finance/Accounting team! If you’re someone who thrives on accuracy, takes ownership of your work, and enjoys collaborating across teams, this is your opportunity to make a real impact. In this role, you’ll drive cash flow by managing invoicing, supporting collections, resolving discrepancies, and maintaining strong customer relationships—all while contributing to process improvements and financial insights that help move the business forward.

At IOS, our core values—Dedication, Ownership, Integrity, and Teamwork—aren’t just words; they shape how we show up every day. We’re looking for a detail-oriented professional with 1–5 years of experience who is proactive, communicative, and ready to grow. If you’re excited about working in a fast-paced environment where your contributions truly matter, we’d love to connect. Apply today or reach out to learn more!

Job Title: Accounts Receivable Specialist

Department: Finance/Accounting

This job description is only a summary of some of the typical functions of the job, as determined on a certain date. It is not an exhaustive list of all possible job responsibilities, tasks, qualifications, skills and duties, any of which might differ or be modified at any time from those outlined in this summary.

PRIMARY PURPOSE:

Under the direction of the Controller or Finance Manager, the Accounts Receivable Specialist is responsible for managing the company’s incoming payments, maintaining accurate financial records, and ensuring timely collection of outstanding invoices. This role supports cash flow by monitoring accounts, resolving billing discrepancies, and maintaining strong customer relationships. The Accounts Receivable Specialist works closely with internal teams and external customers to ensure accurate invoicing and efficient payment processing.

ESSENTIAL JOB FUNCTIONS

This position is supportive to the finance and accounting team for the management and execution of the

accounts receivable functions at Innovative Opening Solutions (IOS), including:

· Processing and monitoring customer invoices, including AIA billing preparation, submission, and

compliance with contract requirements.

· Maintaining accurate accounts receivable records, reporting, and KPI tracking.

· Managing and supporting collection efforts to ensure timely payment of outstanding balances, including

follow-up on AIA pay applications and lien waiver requirements.

· Providing input to management regarding cash flow, credit risk, and process improvements.

· Analyzing accounts receivable data and trends to report on cash collections, aging performance, and overall

financial health.

· Ensuring proper documentation and execution of progress billing, retainage tracking, and customer-specific

billing requirements.

1. Accounts Receivable Processing & Cash Application- Generate and distribute accurate customer invoices in a timely manner. Reconcile payments with outstanding invoices and investigate discrepancies. Maintain accurate and up-to-date customer account records. Ensure compliance with company policies and accounting procedures. Analyze, evaluate and increase the effectiveness of sales organizational structure, methods, processes, costs, and results. 35%
2. Collections & Customer Account Management. Monitor accounts receivable aging and follow up on past-due accounts. Communicate with customers regarding outstanding balances and payment terms. Resolve billing issues, disputes, and discrepancies in a professional and timely manner. Collaborating with the project management team to convey collection issues to the customer’s. Escalate delinquent accounts when necessary. o Maintain detailed records of collection activities and customer communications. 25%
3. Reconciliation & Reporting. Perform regular account reconciliations to ensure accuracy of receivables. Assist in month-end closing processes, including reporting and journal entries. o Prepare accounts receivable aging reports and provide analysis to management. Identify trends in payment delays or discrepancies and recommend improvements. 15%
4. Process Improvement & Compliance- Identify opportunities to improve invoicing, collections, and cash application processes. Ensure compliance with internal controls and financial policies. Assist with audits by providing necessary documentation and support. o Maintain organized financial records for audit readiness. 10%
5. Cross-Functional Collaboration. Work closely with sales, customer service, project management and operations to resolve billing issues. Coordinate with internal departments to ensure accurate contract terms and pricing. Support onboarding of new customers with proper billing setup. Processing and monitoring customer invoices, including AIA billing preparation, submission, and compliance with contract requirements. Provide excellent customer service while maintaining company financial standards. 10%
6. Professional Development & Administrative Support. Maintain knowledge of accounting principles and best practices. Utilize accounting systems and tools effectively. Assist with other accounting or administrative duties as assigned. 5%

EDUCATION LEVEL

MINIMUM REQUIRED- High School Diploma or GED

PREFERRED DEGREE- Associate's Degree, Bachelor's Degree

LICENSE & CERTIFICATION:

· Valid driver’s license and ability to meet company driving requirements

· Basic accounting or bookkeeping certification (preferred but not required)

· Commitment to ongoing professional development in accounting and finance

· Commitment to ongoing industry training, product education, and compliance-related certifications as required.

· Industry-specific certifications such as AHC, CDC, EHC, or other DHI credentials (preferred but not required)

YEARS OF EXPERIENCE:

MINIMUM REQUIRED- 1 - 2 Years equivalent experience

PREFERRED- 3 - 5 Years equivalent experience

REQUIRED SKILLS AND KNOWLEDGE:

Demonstrated excellent communication skills – both written and verbal

Autonomous but can work in a team environment.

Adapts quickly to changes in technology, products and the marketplace.

Basic skills in computer operation.

WORK ENVIRONMENT

While the position will work in a normal office environment, travel to various locations may be necessary (approximately 5%.) Working hours will vary from time to time depending upon the needs of the business. Regular and predictable on-site attendance is required for this position.

DOIT CORE VALUES

Dedication: We commit fully to excellence — showing up every day with focus, passion, and perseverance. We go

beyond expectations, driven by pride in our work and the belief that consistent effort produces extraordinary

results.

· Consistently demonstrates strong work ethic and follow-through on all tasks and commitments.

· Maintains focus and persistence when facing challenges, proactively seeking solutions.

· Shows willingness to go above and beyond to support team and organizational goals.

· Prioritizes quality and accuracy, ensuring work is completed to high standards.

· Displays dependable attendance, punctuality, and readiness to contribute every day.

Ownership: We take responsibility for our actions, outcomes, and impact. We don’t wait to be told — we take

initiative, solve problems, and see every task through to completion with accountability and pride.

· Takes full responsibility for outcomes, both successes and areas needing improvement.

· Approaches work with a proactive mindset, identifying opportunities rather than waiting for direction.

· Follows projects through to completion with minimal oversight.

· Demonstrates accountability by addressing issues promptly and communicating openly.

· Acts as a steward of company resources, processes, and reputation.

Integrity: We do what’s right, even when no one is watching. Honesty, fairness, and transparency guide our

decisions and build trust with our teammates, clients, and customers.

· Upholds honesty, transparency, and ethical behavior in all interactions and decisions.

· Maintains confidentiality and handles sensitive information responsibly.

· Adheres to policies, procedures, and professional standards without compromise.

· Speaks up respectfully when something doesn’t align with IOS values.

· Builds trust through consistent, reliable, and principled behavior.

Team Player: We win together. We listen, collaborate, and support one another, knowing that shared success comes

from mutual respect and a collective commitment to our goals.

· Collaborates effectively across functions and departments to achieve shared goals.

· Offers support, guidance, and knowledge to teammates when needed.

· Communicates clearly, respectfully, and openly to maintain a positive team environment.

· Values diverse perspectives and contributes to inclusive decision-making.

· Adapts to changing priorities and remains flexible to support team success.