AP/AR Clerk

Primary Purpose of Role

The AP/AR Clerk supports the organization’s financial operations by managing incoming and outgoing payments, maintaining accurate financial records, and ensuring timely billing, collections, and vendor payments. This role helps maintain cash flow accuracy, supports reporting, and ensures financial transactions are processed efficiently and correctly.

Role Logistics

• Works on site from Axil Health Office in Raleigh, NC

Key Responsibilities/Critical Functions 

Accounts Payable (AP)

• Process vendor invoices, expense reports, and payment requests accurately and timely.
• Verify invoice details, coding, approvals, and supporting documentation.
• Prepare and execute payments (ACH, checks, credit cards, wire transfers).
• Maintain vendor records, W-9 documentation, and payment terms.
• Reconcile vendor statements and resolve discrepancies.
• Monitor payment schedules to avoid late fees and maintain vendor relationships.

Accounts Receivable (AR)

• Generate and send invoices to clients/customers.
• Record incoming payments and apply them accurately to accounts.
• Monitor outstanding balances and follow up on past-due invoices.
• Communicate with customers regarding billing questions or payment status.
• Maintain AR aging reports and support collection efforts.

Reconciliation & Record Keeping

• Reconcile AP and AR transactions with the general ledger.
• Assist with monthly close activities and account reconciliations.
• Maintain organized financial records and audit-ready documentation.
• Identify discrepancies and escalate issues when needed.

Reporting & Support

• Prepare routine financial reports (AP aging, AR aging, cash summaries).
• Support budgeting and forecasting with transaction data.
• Assist finance leadership with audits and documentation requests.
• Track recurring payments, subscriptions, and contract billing.

Process & Systems Support

• Ensure accurate data entry within accounting systems (e.g., QuickBooks, NetSuite, Sage).
• Help improve workflows and documentation processes.
• Support automation initiatives and system implementations.
• Maintain internal controls and follow company financial policies.

Administrative & Cross-Functional Collaboration

• Coordinate with vendors, customers, operations, and leadership regarding payment matters.
• Respond to internal requests for invoice/payment status.
• Support contract tracking related to billing and vendor payments.
• Provide general administrative support to the finance team as needed.

Education & Experience

• Associate degree in Accounting, Finance, Business, or related field preferred.
• 1–3 years of AP/AR or accounting support experience.
• Experience in startup or fast-paced environments is a plus.

Technical Skills

• Familiarity with accounting software (QuickBooks, NetSuite, Xero, Sage, etc.).
• Strong Excel skills (data entry, basic formulas, reconciliations).
• Understanding of basic accounting principles.
• Experience with electronic payment platforms and invoicing tools.

Soft Skills

• High attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to manage deadlines and multiple priorities.
• Good communication skills for vendor and customer interactions.
• Problem-solving mindset with a proactive approach.