Specialist-Accounts Receivable (In-office)

The Accounts Receivable Specialist is responsible for overseeing all aspects of the billing and collections process. This role involves partnering with internal teams to ensure timely and accurate preparation of client invoices, proactively managing outstanding receivables, and following up on past-due accounts. The position also handles complex billing issues, drives collection efforts, and implements delinquency controls to ensure that all payments are billed and collected accurately and efficiently.

Duties and Responsibilities:

• Prepares billings for submissions to customers of various types of contracts.
• Ensures all billings are recorded in Sage Intacct accurately and in compliance with contract requirements. Firm uses both Intacct Order Entry and the Contracts module.
• Sets up new billings and revenues for all new Sales Force opportunities and contract modifications.
• Ensures department trackers are up to date and accurate.
• Contributes toward weekly aging reports.
• Resolves complex invoicing issues that arise due to unique billing requirements, project adjustments or system issues and a variety of internal and external customer inquiries concerning billing status.
• Ensures the accurate and timely delivery of invoices for approval and helps establish Intacct Customer records so invoices can be submitted through Intacct directly.
• Builds and maintains cross-functional relationships.
• Perform additional tasks as needed.

Education and Experience:

• B.S., Accounting Degree preferred
• CPA exam candidate preferred
• 2–3 years of experience in a Staff Accountant role with a focus on Accounts Receivable and Billing functions
• Proficient in generating customer invoices using the Intacct Order Entry and Contract modules
• Experience maintaining detailed accounting schedules, including customer-specific AR aging reports
• Assisted with month-end and year-end close processes
• Skilled in identifying and resolving payment discrepancies and misapplied payments
• Responsible for reviewing, coding, and processing customer account payments
• Demonstrated understanding of the General Ledger impact of all Accounts Receivable activities within Intacct
• Actively contributed to revenue recognition processes and supported the end-to-end revenue workstream
• Maintained up-to-date collection status for all current and past-due customer accounts

Knowledge, Skills and Abilities:

• In-depth knowledge of GAAP accounting.
• Experienced with Microsoft Office software applications.
• Working knowledge of Intacct accounting software: Order Entry and Contracts module.
• Experienced with CRM applications; Salesforce preferred.
• Detail oriented with excellent mathematical and analytical skills.
• Strong written and verbal communication skills, with the confidence and ability to engage effectively with individuals at all levels of the organization.