AR & Invoicing Specialist — Sage Intacct Focus

Banyan Capital Partners®; Mississauga; On-site; CAD 55,000 - 65,000; Full time

Job summary

Banyan Capital Partners, part of Connor, Clark & Lunn Financial Group, seeks an Accounts Receivable & Invoicing Specialist for one portfolio company. This role handles invoicing, cash receipts, and AR reconciliation, in collaboration with the Controller, moving toward template-driven Sage Intacct workflows.

Office-based in Mississauga, Canada, with responsibilities spanning invoicing, payments, and month-end AR close. 1–3 years in AR/billing and strong Excel skills are required.

Qualifications

• 1–3 years hands-on experience in accounts receivable, billing, or related accounting function.
• Ability to manage high volumes with accuracy and efficiency.
• Proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, SUMIF/SUMIFS, PivotTables).
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Generate and issue customer invoices accurately and on schedule.
• Prepare and upload Excel-based billing templates into Sage Intacct.
• Review invoices for completeness and coding accuracy before distribution.
• Maintain organized records of issued invoices and supporting documentation.
• Ensure sales tax compliance on invoices where applicable.
• Post and reconcile incoming payments to customer accounts.
• Follow up on overdue balances and escalate as needed to the Controller.
• Assist with month-end AR close activities and aging reconciliations.

Skills

Accounts receivable

Billing

Excel

Attention to detail

Communication

Education

Associate’s or Bachelor’s degree in Accounting

Tools

Sage Intacct

Job description

Banyan Capital Partners, part of Connor, Clark & Lunn Financial Group, seeks an Accounts Receivable & Invoicing Specialist for one portfolio company. This role handles invoicing, cash receipts, and AR reconciliation, in collaboration with the Controller, moving toward template-driven Sage Intacct workflows.

Office-based in Mississauga, Canada, with responsibilities spanning invoicing, payments, and month-end AR close. 1–3 years in AR/billing and strong Excel skills are required.