Job description

The Accounts Receivable Specialist is responsible for managing the invoicing process, monitoring customer accounts, and ensuring timely collection of payments. They will collaborate with the management and sales teams in maintaining the financial health of the company and supporting our growth. The ideal candidate is detail oriented and holds a strong background in bookkeeping, excellent communication skills, and the ability to complete assigned tasks independently.

GENERAL DUTIES & RESPONSIBILITIES

· Assist in the creation and maintenance of client profiles in the CRM

· Prepare and send out accurate invoices to clients based on completed services.

· Record all client payments in the CRM

· Monitor accounts receivable balances and follow up on overdue payments.

· Reconcile accounts and resolve any discrepancies with clients in a timely and professional manner.

· Maintain accurate and up-to-date records of all accounts receivable transactions.

· Generate regular reports on accounts receivable status and aging reports.

· Collaborate with the sales and operations teams to ensure smooth invoicing processes and resolve any billing issues.

· Assist in month-end closing activities related to accounts receivable.

· Implement and improve accounts receivable processes and procedures to enhance efficiency and accuracy.

· Respond to client inquiries regarding invoices and payments promptly and professionally.

· Assist in the lead-capture process as a back-up to the Brand Ambassador.

EDUCATION & TRAINING

· High School Diploma

· 2 years financial background preferred

SKILLS & ABILITIES

· Meticulous attention to detail and accuracy

· Strong understanding of business ethics

· Complete mathematical equations

· Strong organizational and planning

· Information collecting and reporting

· Problem identification and resolution

· Strong written and verbal communication

· Proficient with Aspire (learn in 4 weeks)

· Proficient with Microsoft Office (Excel) a Must!

· Proficient with Microsoft Word & Outlook

· Use of general office equipment – fax, scanner, copier, etc.

· Answer and use multi-line phone system

· Quickly adapt to different fields of depth (desk to monitor)

· Customer service

PHYSICAL & OTHER REQUIREMENTS

· Lift and carry up to 20 lbs.

· Sit up to 90% of day

· Type/enter data up to 75% of day

· Stand up to 5% of day

· Walk up to 5% of day

· Squat, bend, reach up to 5% of day

· Kneel rarely

· Adapt sight quickly from desk to monitor frequently throughout day

· Understand importance of confidentiality in general business practice

· Understand and utilize proper office ergonomics

· Be a good change agent and positive role model to all employees

· Exhibit a positive attitude and be a steward of the culture

· Adhere to company policies and safety practices

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Accounting: 1 year (Required)
• Microsoft Excel: 3 years (Required)

Ability to Commute:

• White Plains, NY (Required)

Work Location: In person