Accounts Receivables Specialist

Responsibilities

• Prepare invoice exports and ensure invoices are accurately generated and delivered
• Run aging reports daily and make collection calls on outstanding receivables
• Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
• Review the AR inbox and set up all projects in Sage Intacct and Datto
• Manage project changes including updates to dates, active contracts, and other project parameters
• Keep milestone dates updated based on communication from Project Managers
• Run invoice, aging, and backlog reports daily to monitor financial health
• Perform general ledger entries and customer reconciliations
• Assist with accounting projects, audits, or other related tasks and responsibilities as assigned
• How You'll Be Successful:
• Impeccable attention to detail and enormously high standards for accuracy
• Collaborative team player, highly coachable, and open to feedback
• Highly adaptive and accepting of constant change
• Eager to find efficient ways to improve processes and workflows
• Required Skills
• Experience with Accounts Receivable required
• Experience with accounting software (Sage Intacct) preferred
• High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, VLOOKUPs, IF statements, etc.)
• Preferred
• Associate's degree in accounting or a similar field
• Prior collections experience
• Exceptional problem-solving skills
• Uncompromised integrity
• Self-motivation, with strong drive and ambition

Additional Information

As an Accounts Receivable Specialist, you'll manage the full billing and project setup lifecycle for Innovative Solutions - from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You'll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.

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Company Intel

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