Accounts Receivable Specialist

Cadre Energy Solutions; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Cadre Energy Solutions in Houston, TX is seeking an Accounts Receivable Specialist to manage invoicing, cash application, collections, and reconciliations. You will work closely with Accounting, Operations, and customers to ensure invoices are accurate and payments are properly applied.

The ideal candidate is organized, detail-oriented, comfortable working directly with customers, and able to take ownership of issues through resolution, supporting AR month-end close and process improvements.

Qualifications

• 2+ years in accounts receivable, billing, or related accounting.
• Strong attention to detail and organizational skills.
• Proficient in Excel and Microsoft Office.
• Experience reconciling customer accounts and researching discrepancies.

Responsibilities

• Billing & Invoicing: Prepare and issue customer invoices accurately and on schedule.
• Cash Application: Record and apply customer payments accurately and timely.
• Collections & Account Management: Monitor AR aging and follow up on past-due balances.
• Month-End & Accounting Support: Reconcile customer accounts and assist with month-end close procedures.
• Process Improvement: Identify recurring billing, collection, and cash-application issues and help improve the underlying process.

Skills

Accounts receivable

Billing

Collections

Attention to detail

Communication

Organization

Tools

Microsoft Dynamics 365 Business Central

Microsoft Excel

Job description

Cadre Energy Solutions is seeking an Accounts Receivable Specialist to manage the day-to-day accounts receivable process, including customer invoicing, cash application, collections, customer account maintenance, and related reconciliations.

This position will work closely with Accounting, Operations, and customers to ensure invoices are accurate and timely, payments are properly applied, outstanding receivables are actively managed, and customer accounts remain clean and current.

The ideal candidate is organized, detail-oriented, comfortable working directly with customers, and able to take ownership of issues through resolution.

Key Responsibilities

• Billing & Invoicing
• Prepare and issue customer invoices accurately and on schedule.
• Review billing information and supporting documentation for completeness before invoicing.
• Coordinate with Operations and Accounting to resolve billing discrepancies.
• Maintain customer billing requirements, contacts, PO information, and other account-specific requirements.
• Submit invoices through customer portals when required.
• Maintain organized supporting documentation for invoices and customer accounts.

Cash Application

• Record and apply customer payments accurately and timely.
• Research unidentified or unapplied cash and resolve application issues.
• Match payments to invoices using customer remittance information.
• Maintain clean customer accounts by identifying and resolving credits, short payments, duplicate payments, and other discrepancies.
• Assist with bank-to-ledger cash receipt reconciliation.

Collections & Account Management

• Monitor accounts receivable aging and follow up on past-due balances.
• Communicate professionally with customer AP departments regarding invoice status, payment timing, and discrepancies.
• Maintain clear documentation of collection activity and customer commitments.
• Escalate disputed invoices, significant past-due balances, and other collection issues to management.
• Help resolve customer deductions and payment discrepancies.

Month-End & Accounting Support

• Reconcile customer accounts and investigate unusual or aged balances.
• Assist with monthly accounts receivable close procedures.
• Review unapplied cash, credit balances, and aging exceptions prior to month-end close.
• Provide support for financial statement audits and lender reporting as needed.Maintain accurate records and supporting documentation in accordance with company procedures.

Process Improvement

• Identify recurring billing, collection, and cash-application issues and help improve the underlying process.
• Help maintain accurate and consistent AR procedures.
• Support improvements to reporting, automation, and controls within the accounts receivable process.

QualificationsRequired

• 2+ years of accounts receivable, billing, collections, or related accounting experience.
• Strong attention to detail and organizational skills.
• Experience reconciling customer accounts and researching discrepancies.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Excel and Microsoft Office.
• Ability to manage multiple customer accounts and follow issues through resolution.

Preferred

• Experience with Microsoft Dynamics 365 Business Central or a similar ERP system.
• Experience with customer billing portals and electronic payment/remittance processes.
• Experience in energy services, oil and gas, equipment rental, compression, or another contract-service business.
• Familiarity with accrual-basis accounting and month-end close processes.

Key Attributes

The successful candidate will be:

• Accountable: Takes ownership of customer balances and follows issues through resolution.
• Detailed: Maintains accurate invoices, applications, records, and account reconciliations.
• Persistent: Consistently follows up on outstanding balances without allowing issues to become stale.
• Professional: Communicates clearly and appropriately with customers and internal teams.
• Organized: Can manage multiple accounts, deadlines, and open issues simultaneously.
• Process-oriented: Looks for the root cause of recurring problems instead of repeatedly fixing the same exception.

Measures of Success

Success in this position will primarily be measured by:

• Timely and accurate customer invoicing
• Accurate and prompt cash application
• Reduction of unapplied and unidentified cash
• Clean customer account balances
• Timely follow-up on past-due receivables
• Accurate AR aging
• Timely resolution of billing and payment discrepancies
• Completion of AR-related month-end responsibilities