What are the responsibilities and job description for the AR Specialist position at KBW Financial Staffing & Recruiting?
KBW Financial Staffing & Recruiting has partnered with a growing organization in search of an Accounts Receivable Specialist. This is a great opportunity for someone with prior AR experience looking to join a collaborative finance team in a mission-driven environment with strong work/life balance and hybrid flexibility after training.
Responsibilities
*KBW789*
*KBWMON*
Responsibilities
- Process customer payments and accurately apply cash within the accounting system
- Research and resolve unapplied or unidentified payments
- Maintain customer accounts including setup, approvals, updates, and ongoing maintenance
- Assist with collections efforts and outbound payment follow-up
- Process customer refunds and purchase order approvals
- Support reconciliations, reporting, and additional finance projects as needed
- Work within existing Excel workbooks and generate reporting for the accounting team
- At least 1 year of Accounts Receivable experience
- Comfortable working in Excel including reports, spreadsheets, and basic formulas/functions
- Strong attention to detail and organizational skills
- Ability to communicate professionally with internal teams and customers
- Comfortable handling high-volume transactional work in a deadline-driven environment
*KBW789*
*KBWMON*