Accounts Receivable Specialist
1 month ago
Responsibilities:
• Efficient and accurate processing of customer credit applications.
• Maintaining detailed and precise customer credit records.
• Handling customer inquiries and resolving any issues promptly.
• Monitoring customer accounts and taking appropriate action when necessary.
• Processing high-volume invoices and managing bid proposals.
• Working with various Client Billing Portals to manage accounts.
• Processing and verifying Conditional & Unconditional Waivers documents.
• Managing deposits, posting paid invoices, and releasing Unconditional Waivers after deposit is made.
• Conducting weekly collection activities via telephone and email.
• Tracking job costs and maintaining up-to-date records.
• Closing projects once they are fully paid and ensuring proper filing.
• Processing contracts for general contractors.
• Familiarity with AIA Document G702/703 – Application & Certificate for payment forms for monthly billing to General Contractors.
Skills:
• Proficiency in Accounting Software Systems and ADP - Financial Services.
• Experience with CRM and Epic Software.
• Knowledge of ERP - Enterprise Resource Planning.
• Familiarity with Accounting Functions and Accounts Receivable (AR).
• Experience with Billing Functions and Cash Activity.
• Knowledge of Cash Handling protocols and procedures.• Role requires a minimum of 3 years of experience as an Accounts Receivable Specialist or in a similar role.
• Proficiency in Accounting Software Systems is required for this role.
• Familiarity with ADP - Financial Services is a must.
• Experience with CRM is essential.
• Proficiency in Epic Software is required.
• Experience in ERP - Enterprise Resource Planning is highly beneficial.
• Solid understanding of Accounting Functions is crucial.
• Must have hands-on experience with Accounts Receivable (AR).
• Should be well-versed with Billing Functions.
• Must have experience in Cash Activity.
• Proficiency in Cash Handling is required.
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