What are the responsibilities and job description for the Accounts Receivable Specialist position at Morrow Management?
Accounts Receivable Specialist
About the Role:
We are looking for a QuickBooks Desktop expert with advanced invoice template creation and data merge functionality. The ideal candidate has hands-on experience building dynamic invoice templates and automating billing workflows for efficiency. This role will play a key part in streamlining our billing processes and ensuring professional client invoices.
Duties and Responsibilities:
- Develops branded, professional invoice templates in QuickBooks Desktop
- Configures and manages data merges for automated invoice generation
- Prepares and deposits client payments and transactions related to accounts receivable.
- Ensures accuracy and consistency of billing data
- Troubleshoots and improves formatting and data integration issues
- Collaborates with accounting and operations teams to improve workflows
- Creates and submits invoices to clients based on clients’ specifications
- Maintains and updates client billing files and folders
- Identifies delinquent accounts and communicates with client regarding past-due accounts and collections
- Creates reports regarding the current status of client accounts
- Researches discrepancies
- Copies, scans, and retrieves materials for accounts receivable as needed
- Performs other related duties as assigned
Qualifications and Requirements:
- Advanced proficiency in QuickBooks Desktop
- Proven experience creating and customizing invoice templates
- Experience with data imports, exports, and merge functions
- High attention to detail and accuracy
- Strong analytical and problem-solving skills
- Ability to work independently and meet deadlines
- Excellent verbal and written communication skills
- Advanced proficiency in Excel
- Proficiency Outlook and Word
- Ability to work independently and in a fast-paced environment
- Strong organizational skills and attention to detail
Requirements:
- Background in accounting or bookkeeping
- Experience with bulk invoicing processes
- Accounting degree
- This position requires local residency
- Remote work not offered
Benefits
- Medical (80% contribution), Dental, Vision
- PTO (96 hours of vacation time, 40 hours of Paid Sick Leave)
- 7-10 paid holidays
- Simple IRA & ROTH plan 3% contribution (1 year waiting period)
- Alternative schedule M-TH 7am-5pm, Fridays 8am-12pm
- WFH – not available
- Company events and team outings
Salary : $28 - $35