What You'll Do
We are looking for a detail-oriented Accounts Receivable Specialist with strong Excel proficiency to join our finance team. While experience in the insurance industry is a plus, it is not required. The ideal candidate will have a solid background in accounts receivable and the ability to navigate and manage complex billing processes. This role demands accuracy, analytical thinking, and excellent communication skills to efficiently process payments, resolve discrepancies, and collaborate with internal teams and external clients.
Key Responsibilities:
• Invoice Management: Process and review customer invoices, ensuring accuracy and compliance with company policies and contractual agreements. • Payments & Collections: Monitor outstanding balances, follow up on past-due accounts, and work with customers to resolve payment issues. • Complex Billing Analysis: Analyze and interpret complex billing structures, identifying discrepancies and working cross-functionally to correct errors. • Reconciliation & Cash Application: Perform account reconciliations, investigate variances, and ensure proper application of payments and/or refunds. • Reporting: Generate and maintain AR aging reports, cash application reports, and other financial data using Excel. • Collaboration: Work closely with internal departments, including finance, customer service, and underwriting, to resolve billing issues.
Basic Requirements
Experience: 2+ years of accounts receivable experience
Technical Skills: Proficient in Microsoft Excel (pivot tables, VLOOKUPs, formulas) and experience with accounting software.
Analytical Ability: Strong attention to detail and ability to interpret complex billing structures.
Communication Skills: Excellent verbal and written communication skills for interacting with clients and internal teams.
Problem-Solving: Ability to investigate and resolve discrepancies efficiently.
Organization & Multitasking: Strong time management skills to prioritize and handle multiple tasks effectively.
Preferred Qualifications
Experience with NetSuite
Experience with 'Invoiced' billing system
Insurance industry experience a plus
Benefits
Base Salary: $65,000 - $75,000
Bonus
Health Benefits
Employee options grant
401K
Flexible paid time off
Paid national holidays