HYBRID POSITION
Fit seeks an Accounts Receivable Specialist to provide financial, administrative, and clerical services that ensure effective, efficient, and accurate financial and administrative operations. Salary is $50K - $65K range, depending on experience with company benefits, vacation, etc.
Essential Functions
- Verifies that transactions comply with financial policies and procedures
- Prepare new contracts for billing, verifying fees, terms, and special instructions
- Process journal entries at month end
- Create and update customer accounts
- Prepare, verify, and process invoices
- Codes and allocates payment receipt documents
- Prepares bank deposits
- Maintain deposit and paper check logs
- Investigate and resolve client queries and other accounts receivable issues
- Maintain accounts receivable client accounts and files
- Process mail involving Accounts Receivable items
- Ensure the confidentiality and security of all financial records
- Prepares regular periodic and special accounting reports
- Perform billing and reporting activities according to specific deadlines
- Reconcile assigned accounts
- Ensure that billing contacts are correctly maintained
- Assure accuracy and appropriateness of contract terms and attachments
- Verifying the accuracy of invoices and other accounting documents or records
- Process and maintain deferred revenue records and recording orders
- Handle all special billing situations, including monthly, quarterly, and annual invoices
- Organize and maintain up-to-date financial records
- Prepare customer statements, bills, and invoices and reconcile accounts to the general ledger
- Prepare and post credit, debit memos, and refund requests
- Provide backup support to other groups in the accounting department
- Type periodic reports and perform other general administrative duties
- Conduct account research and analysis
- Investigate and resolve matters of significance on behalf of management
- Interact with customers to resolve outstanding issues
- Send collection notices to clients and follow up on outstanding balances
- Provide backup support to other groups and departments concerning customers and their contracts
- Assists Accounts Receivable associates as needed to meet department deadlines
- Provide consultation or advice to management within the finance department
- Acts as a positive role model in all aspects of professional performance
- Observe safety procedures and personnel policies
- Updates job knowledge by participating in educational opportunities
- Assist in month-end financial close
Requirements:
- Bachelors Degree
- Minimum of 3 years of experience in accounting
- Proficient in Microsoft Office, especially creating and using spreadsheets
- Must be proficient in Excel, BC, Oracle, and Salesforce systems
- Accuracy with attention to detail, self-motivated and driven
- Must possess strong research and analytical skills, including critical thinking and problem-solving
- Must have knowledge of contracting terms and concepts
- Strong communication skills.
- Proficient in data entry
- Skilled in account reconciliations and audit practices
- Strong work ethic
- Customer service orientation and negotiation skills
- Ability to work independently or as a team member
- Demonstrate a sense of urgency and ability to meet deadlines.
- Possess a basic understanding of the fundamentals of Scrum
- Must be familiar with Deferred Revenue software
- Knowledgeable in payer contracts, rate processing, and rebates
- Ability to manage time and deadline-driven workload effectively, including follow-through on tasks and assignments
- Must be able to interact cordially and productively with co-workers in a team environment
- Ability to handle multiple tasks effectively, work under pressure, and prioritize.
- Must possess excellent written, verbal and organizational skills.
- Must be able to maintain a high level of confidentiality.
- Must be able to regularly exercise independent judgment and discretion about matters of significance with little or no supervision.