Overview: The Accounts Receivable Specialist – Automation & Process Improvement is a hybrid finance and operations role focused on transforming traditional A/R workflows through the use of AI tools and the Microsoft Power Platform (Power Automate, Power BI, Power Apps, Copilot). This role is responsible for executing core A/R functions while identifying, designing, and implementing automation solutions across cash application, billing, and collections processes to improve efficiency, accuracy, and scalability.

Overview:

The Accounts Receivable Specialist – Automation & Process Improvement is a hybrid finance and operations role focused on transforming traditional A/R workflows through the use of AI tools and the Microsoft Power Platform (Power Automate, Power BI, Power Apps, Copilot).

This role is responsible for executing core A/R functions while identifying, designing, and implementing automation solutions across cash application, billing, and collections processes to improve efficiency, accuracy, and scalability.

This position plays a critical role in reducing manual touchpoints, improving match rates, accelerating cash flow, and creating a data-driven, AI-enabled A/R operating model.

Responsibilities:

Cash Application Automation & Optimization

• Process and reconcile high-volume customer payments with a focus on accuracy and exception reduction.
• Leverage AI tools to automate remittance ingestion and improve auto-match rates.
• Design Power Automate workflows to streamline posting and exception handling.

Billing Process Automation

• Support invoice generation and automate billing workflows using Power Platform tools.
• Improve invoice accuracy and reduce rework through automation.
• Partner with IT and Revenue Ops to enhance system integrations.

Collections & Customer Communication Automation

• Manage accounts and develop automated collections outreach.
• Use AI insights to identify high-risk accounts and optimize actions.
• Track collection effectiveness with analytics.

Process Improvement & AI Enablement

• Identify inefficiencies and lead automation initiatives.
• Build dashboards and standardize SOPs.
• Partner cross-functionally to deploy scalable solutions.

Data, Reporting & Analytics

• Analyze AR data trends and create reporting models.
• Support KPI tracking and leadership insights.
• Develop Power BI and Excel reporting outputs.

Qualifications:

Required Qualifications

• 2+ years of experience in Accounts Receivable, Cash Application, Billing, or Collections
• Experience with ERP systems (e.g., Great Plains, SAP, Oracle, HighRadius)
• Experience with Microsoft Power Platform tools
• Advanced Excel skills
• Strong analytical and problem-solving skills

Preferred Qualifications

• Experience with Microsoft Copilot or AI tools
• Exposure to automation, RPA, or process transformation
• Experience with VMS platforms (Beeline, Fieldglass)
• Familiarity with SOX and audit controls