Accounts Receivable Specialist

• Initiate early-stage outreach to customers regarding outstanding balances and follow up to support timely commercial collections
• Prepare and issue customer invoices using project and purchase order details, ensuring billing information is complete, accurate, and aligned with client requirements
• Review billing support submitted by internal teams, identify discrepancies, and resolve issues before invoices are finalized
• Process credit card payments and record related cash activity accurately within accounts receivable workflows
• Investigate invoice errors such as incorrect tax treatment or missing exemption details, then complete bill revisions and credit memos as needed
• Apply cash receipts, reconcile account activity, and help maintain accurate customer balances
• Use Excel tools such as VLOOKUPs, PivotTables, and other formulas to analyze receivables data and support reporting
• Contribute to the creation and maintenance of standard operating procedures that document core accounts receivable processes

• Prior experience in accounts receivable, including billing, cash applications, and commercial collections
• Hands-on knowledge of customer invoicing in environments that involve time-and-material billing and purchase order requirements
• Proficiency in Excel, including VLOOKUPs and PivotTables
• experience with SUMIFS or HLOOKUP is a plus
• Ability to review detailed billing information for accuracy and resolve discrepancies with internal stakeholders
• Experience processing credit card payments and maintaining accurate cash activity records
• Familiarity with credit memos, invoice adjustments, and tax-exempt billing corrections
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively

experience with SUMIFS or HLOOKUP

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan