Position Summary
Employee will report to the Accounting Manager. Accounts Receivable Specialist is responsible for the full accounts receivable cycle, including customer billing, collections, account reconciliations, and month-end support. This position ensures timely collection of receivables, maintains accurate customer accounts, supports financial reporting, and works closely with Operations, Service, Sales, and Project Management to resolve billing issues and improve cash flow.
Key Responsibilities
- Prepare, review, and issue accurate customer invoices based on contracts, purchase orders, service reports, and shipping documentation.
- Verify billing accuracy, pricing, sales tax, customer requirements, and supporting documentation prior to invoicing.
- Process credit memos, billing adjustments, and invoice corrections.
- Research and resolve unapplied cash, short payments, deductions, and payment discrepancies.
- Monitor accounts receivable aging and proactively follow up on outstanding balances.
- Communicate professionally with customers regarding payment status and resolve collection issues.
- Escalate delinquent accounts to management when appropriate.
- Reconcile Accounts Receivable subledger to the General Ledger and investigate discrepancies.
- Prepare recurring AR aging, collections, and other management reports.
- Provide documentation and support during internal and external audits.
- Maintain customer account records and ensure compliance with company policies and internal controls.
- Identify opportunities to improve AR processes and recommend workflow efficiencies.
- Develop strong working relationships with internal departments and customers.
- Perform other accounting and administrative duties as assigned.
Quantitative Data
- Manage a high volume (approx. 400 per month) of customer invoices, cash receipts, and collections.
- Support monthly close deadlines and reporting to Headquarters.
- Maintain accuracy while managing multiple customer accounts and priorities.
Qualifications
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.
- Minimum 3 years of Accounts Receivable experience; manufacturing or project-based environment preferred.
- Strong knowledge of billing, collections, cash application, sales tax, and account reconciliations.
- Intermediate Microsoft Excel skills.
- Experience with accounting software; QuickBooks experience preferred.
- Excellent organizational, analytical, and problem-solving skills.
- Strong written and verbal communication skills.
- Bilingual English/Spanish preferred.
Position is full-time, in-office located in Fort Myers FL. No travel required. Non-exempt status.
Pay: $50,000.00 - $65,500.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
People with a criminal record are encouraged to apply
Work Location: In person
