Accounts Receivable Clerk II

Global Excel Management Inc.; Sherbrooke; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking an Account Receivable Clerk II to join their USA team. This role involves managing client accounts, issuing invoices, and providing exceptional customer service. The ideal candidate will have a strong accounting background and be proficient in English and Spanish. The company offers a supportive work environment with numerous benefits and opportunities for professional growth.

Benefits

Competitive vacation package

Health, dental, life, and travel insurance

Retirement savings plan

On-site gym and fitness classes

Company wellness program

Qualifications

• 5+ years of accounting experience or equivalent.
• Proficiency in English and Spanish, both spoken and written.

Responsibilities

• Manage receivables for moderately difficult to complex client accounts.
• Issue invoices and track payment status.
• Educate clients on systems and processes.

Skills

Customer Service

Problem Solving

Coaching

Education

College Diploma in Accounting

Job description

Job Description

Are you a person who enjoys helping people? Are you interested in working in a multilingual, dynamic, and friendly environment that encourages personal and professional development? We would love to meet you!

As an Account Receivable Clerk II in the USA team, you’ll be responsible for providing high-quality financial, administrative, and clerical services, including the effective, efficient, and accurate management of receivables for moderately difficult to complex client accounts. You will also initiate claim-related payments to providers within a time-sensitive environment. You are expected to handle all aspects of client accounts autonomously, with minimal supervision. Key responsibilities include the day-to-day processing and monitoring of transactions related to accounts receivable, including amounts owed to clients, reconciliation of accounts, and collections. Additional responsibilities include providing excellent customer service to both external and internal clients.

What does your typical day look like?

• Issue invoices that are complete, accurate, formatted according to client needs, within expected timeframes, and according to established guidelines.
• Identify and resolve problems of an unusual nature and/or with high financial impact.
• Prepare and monitor rush invoices to maintain savings.
• Track payment status of invoices and follow up on overdue accounts with clients.
• Exercise judgment in determining whether pre-funded payments should be released, based on prior experience and client-specific factors.
• Ensure the accuracy of account balances and aging.
• Reconcile, register, and issue client refunds and rebates.
• Educate and inform internal and external clients regarding our systems and processes.
• Actively coach junior team members, sharing best practices, providing feedback, and helping others develop skills to exercise judgment or make high-quality decisions.

What skills and experience are we looking for?

• College Diploma in Accounting or a related field.
• Accounting experience (5+ years) or equivalent.
• Proficiency in English and Spanish, both spoken and written. English is used daily for follow-ups with other departments across various sites (Ontario, Miami, Mexico, etc.) and for contacting corporate clients or policyholders, mainly outside Quebec, to review account information.

We offer you

• Competitive vacation package.
• An extensive benefits package that includes health (100%), dental, life, and travel insurance, as well as a retirement savings plan.
• A flexible and supportive work environment offering benefits such as on-call doctors, an on-site Bistro, and more.
• A company wellness program including an on-site gym, fitness classes, discounts at local businesses, and "lunch-and-learns" on health and wellness topics.
• Opportunities for advancement, professional development, and financial assistance for employees continuing their education.