Primary Responsibilities
- Manage daily accounts receivable activities, including customer invoicing, payment posting, account reconciliation, and collections.
- Proactively manage outstanding receivables, monitor aging reports, and follow up on past-due balances.
- Accurately post and apply customer payments in QuickBooks Online.
- Research and resolve billing discrepancies, payment issues, and customer account inquiries.
- Navigate customer billing and payment portals, particularly those used by large corporate clients.
- Monitor incoming payments through view-only bank account access, maintaining strict confidentiality of sensitive financial information.
- Maintain accurate collection records, payment commitments, and customer communications.
- Partner with internal teams to resolve outstanding balances and escalate collection concerns appropriately.
- Strong, hands-on accounts receivable and collections experience.
- Demonstrated experience with customer invoicing, payment posting, and account reconciliation.
- Proficiency in QuickBooks Online, particularly posting and applying payments.
- Strong Excel skills, including formulas, sorting, filtering, lookups, and pivot tables.
- Exceptional attention to detail, accuracy, and organizational skills.
- Mature, positive, professional attitude with strong interpersonal skills.
- Ability to independently prioritize competing responsibilities and meet deadlines.
- Excellent communication skills with the confidence to manage collection conversations professionally.
- High level of integrity, discretion, and confidentiality when handling sensitive financial and banking information.
- Collections experience within larger companies or complex corporate environments.
- Experience navigating corporate customer billing and payment portals, such as Cooper and similar platforms.
- Experience managing high-volume receivables and multiple customer accounts.
- Ability to quickly adapt to established processes and contribute with minimal training.
- Strong AR and collections background, including proactive follow-up and resolution of outstanding balances.
- Hands-on QuickBooks Online experience with invoicing and posting payments.
- Exceptional attention to detail, accuracy, and Excel proficiency.
- Mature, positive attitude, professionalism, and ability to work collaboratively.
- Strong judgment, confidentiality, and ability to work independently.
