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Billing Specialist
2 months ago
Position Title: Accounts Receivable Clerk
Overview: We are seeking a dedicated Accounts Receivable Clerk to join our team. This role is crucial in ensuring timely payments from clients, contributing to the financial health of our organization.
Role Summary: The Accounts Receivable Clerk will play a vital role in managing customer payments and maintaining accurate financial records.
Key Responsibilities:
- Maintain and update financial databases to ensure accuracy.
- Engage with clients to request and arrange payments.
- Accurately record payments in the financial system.
- Generate reports and balance sheets to track profits and losses.
- Update customer accounts based on received payments.
- Identify and follow up on overdue accounts.
- Communicate effectively with clients to understand their financial needs.
- Perform basic administrative tasks as required.
- Prepare and process all financial transactions related to accounts receivable.
- Create and submit invoices in accordance with company standards.
- Maintain and update customer files, including any changes in information.
- Draft correspondence for overdue accounts and manage collections.
- Conduct research on customer discrepancies and overdue amounts.
- Reconcile accounts receivable periodically.
- Assist in generating monthly billing statements.
- Support the reconciliation of revenue accounts monthly.
- Organize and manage documentation for accounts receivable.
- Relay updates to relevant team members.
- Perform additional duties as assigned.
Required Qualifications:
The ideal candidate should have experience in one of the following sectors: HVAC, Electrical or Mechanical Engineering, or Construction.
Essential skills include:
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office Suite and other accounting software.
- Ability to work independently in a dynamic environment.
- Strong organizational skills and attention to detail.
- Moderate to advanced experience with QuickBooks.
Interview Process: The selection process will include an initial screening via telephone or video call.
We look forward to your interest in this position and discussing your qualifications further.