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Senior Accounts Receivable Specialist

Pentegra Services, Inc.
Remote
United States

Title:      Senior Accounts Receivable Specialist

Location:  Remote

Reports to:  Finance Manager

Job Summary:       This role’s primary responsibilities are invoice generation and payment applications for various companies. It also encompasses other elements of daily processing, and accounts receivable analysis.

 

Essential Functions:

  • Accounts Receivable
    • Posting invoices and payments to accounting system
    • Adjustments to actual billings including journal entries
    • Interacting with clients on billing questions
    • Monthly account reconciliation
    • Billing and collections liaison between Operations and clients
    • Evaluation of allowances for bad debts and write-offs
    • Generate monthly aging reports in a timely manner
    • Responsible for ensuring timely bank deposits
  • Responsible for tracking and resolving outstanding payment issues
  • Assist with revenue analysis
  • Cash Receipt and Cash Disbursement journals entries
  • Confirm fee and billing data for new business
  • Loan and distribution billing extract to billing system
  • Track and record revenue sharing received from record-keepers and extract to billing system
  • Responsible for updating assigned Salesforce Projects
  • Ensuring billing system is timely and accurately updated
  • Ad Hoc projects

 

Requirements: 

  • Minimum of 4 years‚Äô relevant experience
  • Associates or Bachelor‚Äôs Degree in Accounting, Business or Finance preferred
  • Strong Communication Skills- Verbal and Written
  • Excellent organization skills and client service attitude
  • Process improvement mindset
  • Detail oriented with the ability to work independently in a fast paced environment and multi-task
  • Intermediate to advanced MS Office skills (Excel, Word, PowerPoint, Outlook)