Accounts Receivable Specialist Job at Robert Half (White Plains)

Accounts Receivable Specialist

Robert Half

Location:
United States , White Plains

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Accounts Receivable Specialist is responsible for managing the full lifecycle of customer receivables for a distribution-focused business. The role includes B2B collections, billing and invoicing, cash application, and account reconciliation. The specialist will work closely with sales, operations, and customer service teams to ensure accurate billing, timely collections, and strong customer relationships. This position requires daily use of Microsoft Dynamics 365 for financial transactions, reporting, and account maintenance.

Job Responsibility:

Prepare, review, and issue customer invoices in Microsoft Dynamics 365 based on shipment data, purchase orders, and contract terms
Validate pricing, quantities, freight charges, and tax calculations prior to invoice release
Maintain accurate billing schedules for recurring or contract-based customers
Resolve billing discrepancies by coordinating with sales, logistics, and warehouse teams
Ensure all invoices comply with company policies and customer requirements (EDI, portals, special formats, etc.)
Manage a portfolio of business accounts and perform proactive outreach to ensure timely payment
Conduct collection calls, send follow-up communications, and negotiate payment arrangements when necessary
Monitor aging reports and escalate delinquent accounts according to company policy
Document all collection activities and customer communications in Microsoft Dynamics 365
Collaborate with internal teams to resolve disputes, short-pays, and chargebacks
Apply customer payments (ACH, wire, check, credit card) accurately and promptly in Microsoft Dynamics 365
Reconcile customer accounts, research unapplied cash, and resolve discrepancies
Maintain clean and accurate AR sub-ledgers and support month-end closing activities
Prepare AR reports, aging summaries, and collection status updates for management
Partner with sales and customer service to address customer concerns impacting payment
Support credit review processes by providing payment history and account insights
Assist with audits, internal controls, and process improvement initiatives

Requirements:

2–5 years of experience in Accounts Receivable, B2B collections, or billing, preferably in a distribution, wholesale, or manufacturing environment
Proficiency with Microsoft Dynamics 365 Finance & Operations (required)
Strong understanding of AR processes, cash application, and reconciliation
Excellent communication skills with the ability to interact professionally with customers and internal teams
High attention to detail, accuracy, and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Excel (VLOOKUP, pivot tables, basic formulas)

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
February 23, 2026

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