Accounts Receivable Specialist

Ascendo Resources; Jacksonville (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking an Accounts Receivable Specialist to optimize the accounts receivable process, ensuring timely collection of payments and cash flow maintenance. Responsibilities include managing the full accounts receivable lifecycle, preparing accurate invoices, and collaborating with various internal departments. Ideal candidates will have 2–5 years of experience in accounts receivable or general accounting, and proficiency in ERP systems and Microsoft Excel is preferred.

Qualifications

• 2–5 years of accounts receivable or general accounting experience.
• Strong understanding of accounts receivable processes and basic accounting principles.
• Experience with Microsoft Excel, especially pivot tables and VLOOKUP/XLOOKUP.

Responsibilities

• Manage the full accounts receivable lifecycle including invoicing and collections.
• Prepare and distribute accurate invoices according to contractual terms.
• Monitor aging reports and follow up on past-due balances.

Skills

Accounts receivable processes

Attention to detail

Organizational skills

Communication skills

Microsoft Excel

Education

Associate’s or Bachelor’s degree in Accounting or Finance

Tools

ERP systems

Job description

The Accounts Receivable Specialist is responsible for managing and optimizing the accounts receivable process to ensure timely and accurate collection of payments. This role plays a critical part in maintaining cash flow, reconciling customer accounts, and supporting month-end close activities while collaborating with internal teams and external partners.

Key Responsibilities

• Manage the full accounts receivable lifecycle, including invoicing, cash application, and collections
• Prepare, review, and distribute accurate invoices in accordance with contractual terms
• Apply customer payments (ACH, wire, check, lockbox) and resolve unapplied cash
• Monitor aging reports and follow up on past-due balances to ensure timely resolution
• Investigate and resolve billing discrepancies and customer inquiries
• Reconcile accounts receivable sub-ledger to the general ledger
• Assist with month-end and year-end close activities, including journal entries and reporting
• Maintain accurate records and documentation in compliance with internal controls and audit requirements
• Collaborate with internal departments such as accounting, underwriting, operations, and customer service
• Support process improvement initiatives to enhance efficiency and accuracy
• Assist with ad hoc reporting and analysis as needed

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred
• 2–5 years of accounts receivable or general accounting experience
• Strong understanding of accounts receivable processes and basic accounting principles
• Experience working with ERP systems and Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP preferred)
• High level of accuracy, attention to detail, and organizational skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Experience in financial services, insurance, or regulated environments is a plus