Accounts Receivables Specialist

United States·RochesterFull-Timemid

Finance & AccountingAccounts Receivable Specialist

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Quick Summary

Overview

As an Accounts Receivable Specialist,

Technical Tools

Finance & AccountingAccounts Receivable Specialist

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.

Responsibilities

~1 min read

→Prepare invoice exports and ensure invoices are accurately generated and delivered
→Generating new invoices and submitting them for payment via payment portal
→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 the AR Inbox and respond to customer inquires
→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