Accounts Receivable Specialist

About TriPoint Advisors

TriPoint Advisors is a fast-growing fractional CFO and Accounting firm that partners with small and mid-sized firms across industries. We help our clients scale by delivering accurate financial reporting, insights, and strategies. Joining our team means working in a fast-paced, collaborative environment where you’ll gain exposure to many businesses and accelerate your professional growth.

The Opportunity
We are seeking an Accounts Receivable Specialist to manage billing, collections, and cash application for multiple clients. This role is ideal for someone who is highly organized, enjoys working directly with customers, and takes pride in keeping receivables clean and cash flowing. This is a remote position available on a part-time (20 hours per week) or full-time basis. Preference will be given to candidates located in Connecticut or elsewhere on the East Coast, and all candidates must be available during Eastern Time business hours.

Responsibilities

Billing & Invoicing

• • Prepare and send accurate customer invoices, including recurring, project-based, and progress billing
  • Maintain customer records, billing contacts, and payment terms in each client’s accounting system
  • Collect and track supporting documentation such as W-9s, certificates of insurance, and lien waivers where applicable

Collections & Cash Application

• • Record and apply customer payments (ACH, wire, check, and credit card) and match them to bank deposits
  • Monitor AR aging and follow up on past-due accounts by email and phone in a professional, persistent manner
  • Research and resolve billing discrepancies, short payments, and customer disputes

Reporting & Month-End

• • Reconcile AR subledgers to the general ledger as part of the month-end close
  • Prepare AR aging reports, collection status updates, and cash receipt forecasts for clients and internal leadership
  • Partner with the accounting team to support accurate and timely financial reporting

Process Improvement & Technology

• • Identify and implement efficiencies in billing and collections workflows
  • Leverage financial systems (QuickBooks, Sage, NetSuite) and AR automation tools for scalability

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field preferred
• 5 years of accounts receivable, billing, or collections experience; experience in a multi-client or outsourced accounting environment a strong plus
• Familiarity with construction or field-service billing (progress billing, retainage) a plus
• Proficiency with QuickBooks, Sage, or NetSuite, plus Excel/Google Sheets
• Excellent written and verbal communication skills; comfortable discussing past-due balances with customers
• Strong attention to detail and ability to manage multiple client accounts and deadlines
• Self-starter mindset, comfortable working independently in a remote environment

What We Offer

• Full-time: salary range of $60,000–$70,000, commensurate with experience; Part-time: $30 per hour
• Exposure to a wide variety of industries and business models
• Career development opportunities across accounting and finance operations
• A collaborative team that values innovation and continuous learning
• Fully remote work environment
• Health and life insurance
• 401k with a generous match

About TriPoint Advisors
TriPoint Advisors is a fast-growing fractional CFO and Accounting firm that partners with small and mid-sized firms across industries. We help our clients scale by delivering accurate financial reporting, insights, and strategies. Joining our team means working in a fast-paced, collaborative environment where you’ll gain exposure to many businesses and accelerate your professional growth.