Senior Accounts Receivable Specialist

Boldr Impact; Toronto; Hybrid; CAD 70,000 - 95,000; Full time

Job summary

Boldr is seeking an Accounts Receivable Specialist to manage collections, payments, inquiries, and cash forecasting in a fast-growth SaaS environment. This on-site role in Toronto requires strong Excel, ERP experience, and a detail-focused, analytical mindset.

You will handle end-to-end collections, payments processing, dispute resolution, and reporting, collaborating with Sales and Customer Success to optimize cash flow and customer experience.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4+ years of experience in cash application, payment processing, or accounts receivable.
• 1+ years of professional accounting experience, with foundational knowledge of accounting principles.
• Hands-on experience preparing or reviewing journal entries and understanding basic accounting principles.
• Comfortable handling high transaction volumes (200+ per day).
• Advanced proficiency in Microsoft Excel (VLOOKUP, INDEX/MATCH, pivot tables).
• Experience with ERP systems (Workday, NetSuite, SAP).
• Exceptional attention to detail and accuracy with high volumes.
• Strong analytical and problem-solving skills; ability to investigate discrepancies.

Responsibilities

• Execute end-to-end collection activities for assigned customer portfolio and follow dunning schedules.
• Contact customers via phone, email, video, and SMS to secure timely payment.
• Monitor aging reports and prioritize collection efforts based on balance and risk.
• Document all customer interactions in the ERP/collection system.
• Identify at-risk accounts and escalate with recommended action plans.
• Serve as primary contact for customer billing and payment inquiries.
• Respond to inquiries regarding invoices, balances, terms, and methods.
• Collaborate with Sales and Customer Success to resolve issues.
• Maintain professional relationships while achieving collection goals.
• Conduct calls and video meetings to discuss account status and negotiate payments.
• Process and apply customer payments across channels.
• Research and resolve payment discrepancies and unmatched cash.
• Reconcile customer accounts and investigate variances.
• Work with banking partners to resolve processing issues.
• Investigate and resolve billing disputes; issue credits/adjustments as needed.
• Prepare AR aging reports and contribute to cash forecasting; support month-end closes.

Skills

Analytical thinking

Attention to detail

Excel proficiency

Independent worker

Education

Bachelor's degree in Accounting/Finance

Tools

Workday

NetSuite

SAP

Job description

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we’ll always find EMPATHY

WHAT IS YOUR ROLE

As an Accounts Receivable Specialist your responsibilities and duties include managing the accounts receivable function by executing collections activities, processing payments, resolving customer billing inquiries, and supporting cash forecasting. You will work in a fast-paced, hypergrowth environment with opportunities to drive process improvements and automation initiatives. This position plays a critical role in supporting our company's financial health and cash flow optimization.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

Collections & Dunning

• Execute end-to-end collection activities for assigned customer portfolio, following established dunning schedules and escalation procedures
• Proactively contact customers via phone, email, video conferencing, and SMS to secure timely payment of outstanding invoices
• Monitor aging reports and prioritize collection efforts based on balance, risk, and strategic importance
• Document all customer interactions and maintain accurate notes in the ERP/collection system
• Identify at-risk accounts and escape to management with recommended action plans

Customer Communication & Inquiry Management

• Serve as the primary point of contact for customer billing and payment inquiries
• Respond to customer questions regarding invoices, account balances, payment terms, and payment methods
• Collaborate with Sales and Customer Success teams to resolve complex customer issues
• Maintain professional and positive relationships with customers while achieving collection goals
• Conduct customer calls and video meetings to discuss account status and negotiate payment arrangements

Cash Application

• Process and apply customer payments accurately and timely across multiple payment channels
• Research and resolve payment discrepancies, short payments, and unapplied cash
• Reconcile customer accounts and investigate variances
• Work with banking partners to resolve payment processing issues

Dispute Resolution

• Investigate and resolve billing disputes by coordinating with internal stakeholders
• Process credit memos, adjustments, and refunds in accordance with company policy
• Track dispute trends and provide insights to improve billing accuracy
• Maintain detailed documentation of dispute resolution activities

Reporting & Cash Forecasting

• Prepare weekly and monthly AR aging reports and collection metrics
• Contribute to cash flow forecasting by providing collection projections
• Analyze AR trends and provide insights on customer payment behavior
• Support month-end close activities including account reconciliations
• Generate ad-hoc reports and analysis as requested by management

WHAT WE’LL LIKE ABOUT YOU

YOU ARE…

• Curious and authentic, just like us! #beboldr
• An analytical and critical thinker, with an eye for even the most minute of details

• Passionate about client satisfaction.
• Proactive and self-motivated
• Strongly interested in learning new ideas, processes, and unique requirements. On top of that, you’re willing to share your skills and talents with the team.
• Able to handle and prioritize multiple tasks and meet deadlines.
• Highly self-motivated and can work with minimal supervision.
• Able to maintain confidentiality and exercise extreme discretion.
• Honest and Trustworthy.
• Able to adapt to change and learn quickly.
• You are able to work onsite full time
• You are able to adapt to schedule changes (Primary schedule follows US business hour, but schedule may change depending on operational needs)

YOU HAVE…

• Bachelor's degree in Accounting, Finance, or related field
• 4+ years of experience in cash application, payment processing, or accounts receivable, preferably within a fast-growth SaaS company
• 1+ years of professional accounting experience, with foundational knowledge of accounting principles
• Must have hands‑on experience preparing or reviewing journal entries and a clear, working understanding of basic accounting principles
• Comfortable managing high transaction volumes, processing 200+ transactions per day, without sacrificing accuracy
• Advanced proficiency in Microsoft Excel, including VLOOKUP, INDEX/MATCH, pivot tables, and data analysis
• Demonstrated expertise in payment matching and cash application processes
• Strong experience with ERP systems (Workday, NetSuite, SAP, or similar), particularly the cash application module
• Exceptional attention to detail with demonstrated ability to maintain accuracy while processing high transaction volumes
• Strong analytical and problem-solving skills with ability to investigate discrepancies and identify root causes
• Experience with multiple payment channels and payment processing platforms
• Ability to work independently, prioritize effectively, and manage multiple deadlines in a fast-paced environment

PREFERRED…

• Accounting certification (CPA, CMA) or pursuit of certification
• Experience in B2B SaaS or technology companies
• Experience with Stripe or similar payment processing platforms
• Experience with cash application automation platforms (Tesorio, HighRadius, Stuut, or similar)
• Experience with banking systems and payment API integrationsExperience working in a high-growth or hypergrowth environment
• Knowledge of SOX compliance and internal control requirements