Financial Associate for Accounts Receivable

3 days ago


Livermore, California, United States Creative Financial Staffing Full time

About the Position

This Financial Associate role is an excellent opportunity to join a reputable school in the Baltimore area, known for its strong team and great company culture.

Responsibilities

  • Prepare financial information for management reporting on a weekly basis.
  • Spearhead the collection process and provide regular reporting.
  • Manage accounts receivable balances, discounts, deductions, and payment plans.
  • Respond to customer inquiries regarding billing matters.
  • Process daily deposits, reconcile, and post transactions to ledgers.
  • Prepare refunds due to customers after disenrollment.
  • Perform tasks associated with seasonal projects.
  • Review attendance sheets and process non-recurring billing charges.
  • Maintain accurate billing ledgers within the accounting system.
  • Collaborate with the enrollment coordinator to address family billing account questions.
  • Post online payments and declines.
  • Assist with month-end and year-end close processes for two entities.

Requirements

  • 3+ years' experience in AR and collections, with expertise as a sole AR employee for multiple entities.
  • Associate's degree or pursuing degree preferred.
  • Proficient Excel skills required, including report building and analysis.
  • Experience with Great Plains and/or Procare is a plus but not necessary.
  • Familiarity with reconciliations, debits, and credits is essential.
  • Excellent interpersonal and communication skills are necessary.
  • Able to work independently and collaboratively as part of a team.
  • A positive attitude and ability to handle phone calls comfortably.

Compensation

The estimated salary for this position is $65,000 - $75,000 per annum, depending on qualifications and experience.



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