Accounts Receivable Specialist

Paylocity; New Albany (IN); On-site; USD 25,000 - 36,000; Part time

Job summary

Paylocity is seeking an Accounts Receivable Specialist to manage the full AR cycle, including billing, cash application, collections and reconciliation. You will keep AR records accurate and current to support cash flow and financial reporting.

You will prepare invoices, post payments (check, ACH, wire, lockbox, and credit card), maintain customer data, and collaborate with sales and operations to resolve issues while reducing delinquency on assigned accounts.

Qualifications

• High School Diploma is required.
• Excel experience is required.
• 2+ years of Accounts Receivable experience is required.
• Good interpersonal communication skills.

Responsibilities

• Prepares and issues accurate and timely customer invoices, statements, and billing corrections in line with contract and pricing terms.
• Maintains customer master data, including billing contacts, payment terms, and sales tax exemption certificates.
• Posts and applies customer payments by check, ACH, wire, lockbox, and credit card to invoices daily.
• Works with customers, account managers, sales, and internal departments to resolve issues.
• Researches and resolves unapplied cash, short payments, deductions, and duplicate payments.
• Processes credit memos, adjustments, and refunds within approved limits; raises beyond limits require manager approval.
• Coordinates collections activity with the Manager and collections team.
• Prepares reports on credit and collections data and reduces delinquency for assigned accounts.

Skills

Communication skills

Excel proficiency

Basic computer skills

Accounts receivable experience

Education

High School Diploma

Associate's degree or coursework in accounting or business

Tools

ERP system experience

Lockbox/ACH remittance processing

Job description

Description

JOB DESCRIPTION

Job title

Accounts Receivable Specialist

Reports to

Financial Accounting Manager

Level

ADMIN II

Status

Hourly/Non-Exempt

Job purpose

Manages the company's full accounts receivable cycle. including customer billing, cash application, collections and account reconciliation. Keeps AR records accurate and current. Collects customer balances on time to support cash flow and accurate financial reporting.

Duties and responsibilities

• Prepares and issues accurate, timely customer service invoices, statements, and billing corrections in line with contract and pricing terms.
• Maintains customer master data, including billing contacts, payment terms, and sales tax exemption certificates.
• Posts and applies customer payments received by check, ACH, wire, lockbox, and credit card to the correct invoices every day.
• Works with customers, account managers, sales, and internal departments to identify and resolve issues.
• Researches and resolves unapplied cash, short payments, deductions, and duplicate payments.
• Processes credit memos, adjustments, and refunds within set approval limits, Credits and Write-offs above those limits require approval from the Financial Accounting Manager or CFO.
• Coordinates collections activity with the Manager and others on the collections team.
• Prepares reports, charts and figures based on credit and collections data.
• Accountable for reducing delinquency for assigned accounts.
• Able to take direction, accept responsibility for a task, dig into the details & follow through to conclusion.
• Demonstrates initiative and proactive approach to resolving past due accounts.
• Strong oral and written communication skills
• Excellent negotiation and problem-solving skills.
• Skilled at analytic thinking and data analysis
• Knowledge and understanding of standard collection procedures.
• Performs other job-related duties, as assigned.

Qualifications

Required

• High School Diploma
• Basic Microsoft Office experience, especially in Excel
• 2+ years of Accounts Receivable experience
• Good interpersonal communication skills
• Basic Computer Skills

Preferred

• Associate's degree or coursework in accounting or business
• ERP system experience
• Experience with lockbox or ACH remittance processing

Working conditions

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical requirements

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms.