Accounts Receivable Clerk

Job Summary

Under direction, responsible for work with customer accounts by managing the processing of all invoices for services rendered in an accurate, efficient, and timely manner.  The clerk establishes and implements processing procedures for accounts receivable, monitors customer accounts, adjusts workloads, sets priorities, and resolves technical problems.  The individual has overall responsibility for the control, maintenance, and functioning of customer accounts in QuickBooks.

Examples of Duties and Responsibilities

• Verify the accuracy and completeness of billing information by reviewing documentation, collaborating with Sales and Customer Service departments, and communicating with customers to resolve discrepancies and ensure timely and accurate invoicing.
• Research, evaluate, and resolve customer deductions by determining validity, processing necessary adjustments, and maintaining accurate account records.
• Prepare and process customer invoices utilizing daily job tickets, supporting documentation, and established billing procedures.
• Manage credit card payment requests by issuing payment links, updating the ERP system, and notifying Operations when payments have been received.
• Maintain confidentiality and safeguard company and customer information in accordance with company policies and established procedures.
• Support the Accounting Department and overall organizational objectives by completing assigned tasks accurately, efficiently, and within established deadlines.
• Perform additional duties and special projects as assigned to support department operations and business needs.

Benefits include insurance (medical, dental, vision, and life), paid time off, paid holidays, and Employer contribution to 401(k).   

Knowledge, Skills, and Abilities

• Thorough knowledge of accounting and bookkeeping principles, practices, and procedures related to accounts receivable, cash application, collections, and account reconciliation.
• Working knowledge of QuickBooks, Microsoft Office Suite, with advanced Microsoft Excel skills preferred.
• Strong organizational and time management skills with the ability to prioritize multiple responsibilities, manage competing deadlines, and maintain a high level of accuracy in a fast-paced environment.
• Demonstrated attention to detail and commitment to accuracy when processing financial transactions.
• Customer-focused with the ability to build positive relationships while professionally addressing billing questions and payment issues.
• Excellent analytical, problem-solving, and critical-thinking skills with the ability to identify discrepancies and resolve issues efficiently.
• Strong written and verbal communication skills with the ability to communicate professionally with customers, vendors, and internal team members.
• Ability to work independently while contributing effectively as a collaborative member of the accounting team.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and customer information.
• Demonstrates professionalism, dependability, and commitment to providing exceptional internal and external customer service.

Education, Training, and Experience

• Bachelor's degree in Accounting, Business Administration, Finance, or a related field preferred. Equivalent combinations of education, training, and relevant work experience that provide the required knowledge, skills, and abilities may be considered.
• Minimum of one (1) year of experience in accounts receivable, accounting, bookkeeping, or a related financial position required.
• Proficiency with accounting software, including QuickBooks or comparable accounting/ERP systems, as well as Microsoft Office Suite (particularly Excel, Outlook, and Word). Experience with Adobe Acrobat is preferred.

Special Requirements

• Prolonged periods of sitting and working at a computer.
• Must be reliable, punctual, and able to perform effectively in a team environment.
• Must pass background check and drug screening.