What are the responsibilities and job description for the Accounts Receivable Analyst position at Ledgent Finance & Accounting?
Accounts Receivable Analyst (San Jose, CA)
Pay: $29/hour
Employment Type: Temp-to-Hire
Position Overview
This role is responsible for managing the full scope of accounts receivable activities, including billing, collections, cash applications, and sales tax compliance. The ideal candidate will be detail-oriented, highly organized, and able to work cross-functionally with various departments to support accurate financial operations.
Key Responsibilities
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Pay: $29/hour
Employment Type: Temp-to-Hire
Position Overview
This role is responsible for managing the full scope of accounts receivable activities, including billing, collections, cash applications, and sales tax compliance. The ideal candidate will be detail-oriented, highly organized, and able to work cross-functionally with various departments to support accurate financial operations.
Key Responsibilities
- Maintain and update customer records related to billing, payment terms, and sales tax compliance.
- Accurately record cash receipts and apply payments to customer accounts (checks, ACH, wires, and credit cards).
- Perform daily bank deposits electronically.
- Serve as the primary contact for customer billing inquiries, requiring in-depth system knowledge and ability to research historical transactions.
- Process customer refunds and adjustments as needed.
- Track, organize, and maintain resale certificates across multiple states.
- Assist in preparing and filing state sales tax returns and ensure timely payment submissions.
- Oversee credit and collections, including AR aging reviews and adherence to applicable collection guidelines.
- Review and approve AR-related cases in the CRM system to ensure timely order releases.
- Send invoices and credit memos daily while monitoring accounts with outstanding balances.
- Collaborate with internal teams to resolve AR issues and discrepancies.
- Reconcile AR sub-ledger to the general ledger monthly.
- Support month-end close through reconciliations and account analysis.
- Develop reports on delinquent or problem accounts with recommendations for resolution.
- Support special projects and other duties as assigned by finance leadership.
- 3-5 years of accounts receivable or related financial experience.
- Strong skills in spreadsheets, databases, and financial software; ERP experience a plus (Acumatica experience beneficial but not required).
- Ability to multitask, manage deadlines, and maintain accuracy in a high-volume environment.
- Detail-oriented with strong organizational and problem-solving skills.
- Education: Associate degree or equivalent coursework in accounting/business preferred; additional education may substitute for some experience.
- This role requires working onsite in an office setting.
- Regular use of computers, office equipment, and extended periods of sitting.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Salary : $29
