Accounts Receivable Specialist

Job Summary

The role is responsible for accurate data entry of purchased invoices, preparing financial reporting packets, analyzing accounts receivable activity, and supporting senior management through timely reporting and communication. This individual will also work closely with customers and internal teams to uphold customer satisfaction and ensure compliance with company goals and financial practices.

Key Responsibilities

• Enter data for purchased invoices with accuracy and timeliness

• Prepare weekly packets including invoices purchased, A/R activity, and reserve analysis

• Analyze weekly invoice data for inconsistencies or signs of risk

• Generate and distribute financial reports to senior leadership (e.g., wires, ACH, A/R aging, subsidiary reports)

• Respond to customer inquiries professionally and promptly

• Collaborate with internal team members to support client satisfaction and operational goals

• Support accurate and timely execution of wire and ACH transfers

• Perform additional duties as assigned

Evaluation Criteria

• Accuracy and timeliness in data entry and financial reporting

• Quality of insights provided from business activity analysis

• Customer satisfaction levels

• Adherence to company policies, teamwork, and organizational standards

• Completion of tasks in an efficient, effective, and positive manner

Work Environment

• Indoor office setting

• Occasional travel for training may be required

• Work hours are based on business needs and may extend until daily duties are complete

• All necessary tools and resources will be provided by the company