Job Description

Senior Accounts Receivable Specialist

Join a growing organization in the residential services industry that is poised to triple in size. This is a new position due to growth.

This role offers:

• Growth Opportunity: Be part of an organization poised to triple in size.
• Impact: Play a key role in AR for 5 sites
• Support: "Go to" for a newly centralized accounts payable process
• Career Advancement: Enjoy a promotable path with future leadership opportunities
• Dynamic Role: Liaison support for the Director and Operations

Role Summary: The Sr. Accounts Receivable Specialist is responsible for overseeing one/multiple Brands’ accounts receivable process, ensuring the timely and accurate collection and posting of payments from customers, and the evaluation of customers’ credit worthiness. This role involves managing and facilitating daily deposits, developing strategies to improve the Brand’s cash flow through collection strategies and maintaining positive relationships with customers to support the organization’s financial health.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

Brand Accounts Receivable Leadership:

• Lead the Accounts Receivable process of all teammates, if applicable.
• Escalate any customer collection issues to appropriate location teammates (Sales, Project Manager, General Manager) to successfully collect past due invoices.

Credit Management:

• Evaluate credit worthiness and determine appropriate credit limits, if applicable, for customers on an ongoing basis.
• Coordinate any regional/national account credit limit strategies with the Accounts Receivable Manager and/or Director of Treasury.

Customer Relationship Management:

• Maintain strong relationships with customers and address any billing inquiries or payment issues.
• Collaborate with Sales, Customer Service, Operations teams to resolve any inquiries or disputes.

Payment Processing:

• Facilitate the daily deposit of checks and periodic deposit of cash.
• Oversee the accurate and timely processing of customer invoices and payment receipts.
• Ensure compliance with company policies and accounting standards.

Cash Flow Management:

• Monitor accounts receivable aging reports and implement strategies to reduce/minimize past due accounts.
• Prepare cash flow forecasts based on accounts receivable projections.

Reconciliation and Reporting:

• Perform regular reconciliations of accounts receivable to the general ledger.
• Prepare monthly roll-forward of accounts receivable during month end close.
• Generate and present accounts receivable reports to senior management.

Minimum Qualifications (Knowledge, Skills, and Abilities):

• Experience : 3-5 years in Accounts Receivable or related financial roles, with leadership experience (preferred).
• Technical Skills : Proficient in accounting software (e.g., QuickBooks, SAP, Oracle) and Microsoft Office (Excel, Word, PowerPoint) with Acumatica experience preferred.
• Knowledge : Strong understanding of credit evaluation, accounts receivable processes including billing, collections, and cash application.
• Communication : Excellent verbal and written communication skills. Spanish is a plus.
• Leadership : Ability to manage and train individuals to resolve internal/external conflicts.
• Attention to Detail : Strong accuracy in billing, data entry, and reporting.
• Problem-Solving : Ability to identify and resolve discrepancies or payment issues independently.
• Customer Service : Professional interaction with clients to address payment issues.
• Regulatory Knowledge : Familiarity with financial regulations and best practices.
• Organizational Skills : Ability to prioritize tasks and manage deadlines effectively.

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