Accounts Receivable Specialist

Opti9 Technologies; Ottawa; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

A growing technology solutions company in Ottawa is seeking an AR Specialist responsible for customer account maintenance, billing processes, and supporting the finance department. The ideal candidate has a Bachelor's degree in Accounting or Finance and at least 2 years of relevant experience, including proficiency in Microsoft Office and SAGE ERP. This hybrid position requires working on-site at least 2 days per week, offering a dynamic work culture focused on support and innovation.

Benefits

Flexible Work Options

Paid Time Off

Health & Dental Coverage

Wellness Reimbursement

Retirement Plan with Company Match

Casual, Supportive Culture

Recognition & Rewards

Professional Development

Community Initiatives

Qualifications

• Minimum of 2 years in financial and accounting functions.
• Proven experience with accounts receivable management.
• Understanding of billing cycles and order processing.

Responsibilities

• Manage customer account maintenance and internal inventory.
• Own end-to-end billing processes including recurring and non-recurring.
• Serve as primary contact for billing inquiries and issues.

Skills

Attention to detail

Problem-solving

Time management

Effective communication

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office (Word, Outlook, PowerPoint)

Excel (pivot tables)

SAGE ERP Accounting

Job description

Is this you?

Are you a skilled AR specialist with a can-do attitude? Are you a self-starter who is ready for an exciting opportunity to help drive the finance/administration department of a growing technology solutions company? If so, then this position is right for you!

Who are we?

Glad you asked! Opti9 is a trusted cloud solutions provider committed to delivering industry-leading, tailored solutions that meet the unique needs of businesses across a wide range of industries. We are a premier Veeam partner, as well as an AWS Premier Consulting Partner and Certified Solution Provider. Ourexpertiseincludes managed cloud, backup and replication, disaster recovery, security, and Microsoft 365 solutions. Inthe publiccloud space, we specialize in migration, optimization, transformation, and cloud-first application consulting.

What sets us apart?

A fun, casual, and collaborative culture that embraces fresh ideas, innovation, and a strong customer-first mindset. At Opti9, we work hard, support each other, and never shy away a challenge. We believe in balancing results with a positive team spirit—andwe’realways on the lookout for authentic, accountable individuals who are ready to grow with us and make an impact.

What would you do?

AsanARspecialist,you willbe responsible forcustomer account maintenance and internal inventory management.In particular, youwill be working with our billing systems to handle our accounts receivable through our AR platform. The ideal candidate for this position has a positive attitude, a tireless work ethic, an insatiable appetite forgrowthand a desire to help customers with their accounting needs.

Primary Responsibilities

• The primary role in this position will beprovidingFinancial Administration and support to ourFinance Manager andController

• Develop technical & operational knowledge of the entireOpti9finance department

• Own end-to-end customer billing processes, including recurring, usage-based, and contract billing, non-recurring billing, ensuring accuracy and timeliness

• Process customer purchase orders and execute non-recurring billingin accordance withcontract terms

• Serve as a primary point of contact for customer billing inquiries, resolving escalations, disputes, and billing issues professionally and efficiently

• Reviewing customer account statements/invoices and performing A/r sub-ledger account reconciliation

• Lead accounts receivable management, includingmonitoringaging, following up on overdue balances, and partnering with internal teams to drive collectionsbased on the AR policy

• Prepare and present bi-weekly AR review materials for meetings with the FinanceManager, Controller, CFO, and CEO, including aging analysis, risk assessment, and action plans

• Oversee application of cash, credits, write-offs, and adjustments, ensuringappropriate approvalsand documentation

• Coordinate closely with Sales, Customer Success, and Operations to ensureaccuratecustomer onboarding, billing changes,renewalsand suspension

• Support month-end close activities related to AR and billing, including reconciliations, reporting, and variance analysis

• This is not a fully remote position; candidates must be willing to work on-site in our Ottawa office at least 2days/week
• Other duties as assigned

What do you know?

Technical Knowledge and Experience

• Bachelor’s degree or equivalent work experience in Accounting or Finance

• A minimum of2year of experience in financial and accounting function

• Experience with software such as Microsoft Office (word, outlook, PowerPoint)

• Excellent with Excel (pivot table)

• Proficiencywith SAGE ERP Accounting (Intacct, 300) is a plus

• Professional accounting accreditation is a plus

• Working knowledge and understanding of billings cycles,ARmanagement,DeferredRevenue,orderprocessingandreportsreconciliation

General Knowledge and Experience

• Excellent problem-solving and critical-thinking

• Keen attention to detail

• Quick learner

• Good organization, time management, and prioritization

• Efficient coaching and troubleshooting abilities

• Effective communication skills, including speaking,writingand listening

What do you get from us?

At Opti9, we believe work should be more than just a job—it should be a place where you feel valued, supported, and excited to grow. When you join our team,here’swhat you can expect:

• Flexible Work Options– Enjoy the flexibility of a hybrid schedule with a mix of remote and in-office work

• Paid Time Off– Generous PTO and paid holidays so you can recharge, take care of what matters, and bring your best self to work

• Health & Dental Coverage– Comprehensive insurance plans to keep you and your family healthy including EAP benefits

• Wellness Reimbursement– An annual benefit to support your physical and mental well-being, covering a wide range of health-related expenses

• Retirement Plan with Company Match– Invest in your future with our matched retirement savings program

• Casual, Supportive Culture– We keep things laid-back but focused, with a strong emphasis on teamwork and accountability

• Recognition & Rewards– We celebrate wins and recognize contributions with regular programs that highlight your impact

• Professional Development– Access learning opportunities, trainingprogramsand support for certifications to help you grow your career

• Give Back Together– Participate in group volunteer opportunities and community initiatives that align with our values

• A PlaceYou’llWant to Be–We’rebuilding a team of great people doing meaningful work—and we have fun doing it

Opti9 provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other legally protected characteristic.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.