What are the responsibilities and job description for the Accounts Receivable Specialist position at Taylored Systems?
Job Summary
The Accounts Receivable Specialist is responsible for managing the billing, collections, and cash application processes to ensure accurate and timely recording of revenue and customer payments. This role involves preparing and issuing invoices, monitoring accounts for overdue balances, and following up with clients to resolve payment discrepancies. The Accounts Receivable Specialist maintains detailed and organized financial records, reconciles customer accounts, and supports month-end closing activities. Serving as a primary point of contact for customer billing inquiries, this position requires strong attention to detail, excellent communication skills, and the ability to work collaboratively across departments to ensure efficient cash flow and positive client relationships.
Duties and Responsibilities
- Prepare and issue accurate customer invoices in a timely manner.
- Record and apply incoming payments to customer accounts, including checks, ACH, and wire transfers.
- Monitor accounts receivable aging reports and follow up on overdue balances.
- Communicate with customers to resolve billing inquiries, discrepancies, or disputes.
- Maintain accurate and up-to-date records of customer accounts and payment activity.
- Reconcile accounts receivable balances to ensure accuracy and completeness.
- Assist with month-end and year-end closing processes by providing various financial schedules and reconciliations.
- Collaborate with sales, customer service, and finance teams to support customer account management.
- Generate reports on accounts receivable status, cash collections, and outstanding balances.
- Support audits by preparing necessary documentation and account details.
- Identify opportunities for process improvements to enhance accuracy, efficiency, and cash flow.
- Other Accounting/Financial duties as needed.
Required Skills/Abilities
- Solid understanding of accounts receivable processes and general accounting principles.
- High level of accuracy and attention to detail in billing and payment processing.
- Preferred experience with QuickBooks, Microsoft Dynamics, and ConnectWise.
- Skilled in Microsoft Office Suite, particularly Excel (spreadsheets, formulas, reporting).
- Strong organizational and time-management skills with the ability to prioritize tasks.
- Excellent communication and customer service skills for interacting with clients and internal teams.
- Analytical and problem-solving abilities to resolve discrepancies and improve processes.
- Ability to handle sensitive financial data with integrity and confidentiality.
- Strong teamwork skills with the ability to collaborate across multiple departments.
- Adaptability to work in a fast-paced environment while meeting deadlines.
Education and Experience
- Highschool Diploma or Equivalent required.
- Associate’s degree in Accounting or Finance is preferred.
- A valid Indiana driver’s license is required.
- 2 years of Accounts Receivable experience and Collections experience required.
Benefits
- Medical, Vision, and Dental insurance
- Retirement Savings Plan (401k) with an Employer Match
- Company Provided Life and AD&D Insurance
- Company Provided Short-Term & Long-Term Disability Insurance
- 10 Company Paid Holidays
- Paid time off to be used for vacations, sick days, or personal time
- Extra 8 Hours is accrued for employee Birthday
- Free work out space located within the building for employee use
- Employee Engagement events throughout the year
Taylored Systems is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, citizenship, gender, sexual orientation, gender identity, veteran status, age, or disability. This position does require a pre-employment background check and 5-panel drug screen.