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We are looking for an experienced Accounts Receivable Specialist to support an established team in California. This role is ideal for an experienced accounting specialist who can manage receivables with accuracy, maintain strong client relationships, and contribute to efficient cash flow operations. The position offers meaningful responsibility along with opportunities for career growth.
Job Responsibility
Set up new customers billing requirements, and contact records
Generate daily service invoicing for owner-direct work, ensuring accuracy of labor, materials, and parts
Prepare monthly project invoicing for general contractor and owner-direct projects, including progress billings, schedule of values updates, and retention tracking
Manage compliance documentation including conditional and unconditional lien waivers (progress and final), preliminary notices, and joint check agreements
Prepare bank deposits via remote deposit capture and apply incoming payments (ACH, wire, lockbox, check, and credit card) accurately and timely, researching and resolving short pays and unapplied cash
Run collections activities including monthly statements, AR aging review, customer follow-up calls and emails, and escalation of past-due accounts
Requirements
Associate degree in accounting, business, or a related field, or equivalent work experience
5+ years of accounts receivable experience, preferably within construction, specialty trade, or HVAC/mechanical contracting
Working knowledge of AIA-style progress billings, lien waivers, and retention
Proficiency in Microsoft Office, with strong Excel skills (sorting, filtering, pivot tables, basic formulas)
Strong attention to detail, organizational skills, and ability to manage multiple billing cycles and deadlines simultaneously
Comfort with high-volume data entry and reconciliation work without sacrificing accuracy
Nice to have
Experience with Foundation Software or a comparable construction ERP (Sage 300 CRE, Viewpoint, Procore, etc.)
Experience with electronic billing portals (Textura, GCPay, ProCore Invoice Management, or similar)