Accounts Receivable Specialist

$34,237 - $54,829/Yr

Unclassified - Dallas, TX

Full-time

Onsite - Dallas, TX

About the position

The Accounts Receivable Specialist at Prestonwood Landscape Service LLC is responsible for managing financial processes related to invoicing, payment processing, and collections. This role is crucial for maintaining accurate financial records and ensuring effective communication with clients, contributing to the overall success of the company.

Responsibilities

• Ensure accurate maintenance of financial records, including customer accounts and invoicing, while adhering to company policies and procedures.
• Research and gather necessary information for completion of invoices.
• Organize and maintain customer files.
• Maintain bookkeeping databases and spreadsheets, updating information as needed.
• Process COI, Lien Waiver, and W9 requests.
• Manage the accurate processing and delivery of invoices, ensuring customer satisfaction and timely reconciliation.
• Process daily invoices and customer information downloads from ERP systems.
• Deliver invoices to customers through various channels (mail, email, portal, etc.).
• Check the data input in accounting systems to ensure accuracy of the final bill.
• Issue customer account statements whenever requested.
• Ensure accurate application of payments and maintain up-to-date accounting records.
• Receive and accurately apply payments through various methods (checks, ACH, credit card payments, etc.).
• Update accounting records with new payments, balances, and customer information.
• Proactively manage account balances to discover inconsistencies and initiate the collections process.
• Manage account balances to discover outstanding debts or other inconsistencies.
• Initiate late payment communication to customers via email and/or phone.
• Communicate with former clients and customers to request payment and arrange payment plans.

Requirements

• High School Diploma or GED required; Associate's degree in Accounting or Finance preferred.
• 2+ years of experience in accounts receivable or a related accounting role.
• Proficiency in accounting software and Microsoft Office, particularly Excel.
• Strong attention to detail and accuracy in data entry and record-keeping.
• Excellent organizational and time management skills.
• Ability to communicate effectively with vendors and internal teams.

Nice-to-haves

• Familiarity with ERP systems
• Certified Accounts Receivable Professional (CARP) or Certified Bookkeeper (CB)