Accounts Receivable Specialist

Gallagher

San Diego (CA)

On-site

Confidential

Full time

4 days ago

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Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher in San Diego is hiring an AR Specialist to join our growing team. You will handle daily AR tasks, process payments, and support month-end close while delivering accurate financial information to clients and internal stakeholders.

Under general supervision, you’ll use Microsoft Dynamics 365 Finance and other ERP systems to ensure timely postings, reconciliations, and reporting with a focus on accuracy and professionalism.

Qualifications

Minimum of 3 years in accounting, accounts receivable, billing, or finance operations.
Experience with Microsoft Dynamics 365 Finance or another ERP; willingness to learn Dynamics 365.
Strong Excel skills, ability to work with large data sets, and prepare supporting schedules.

Responsibilities

Manage accounts receivable functions for trusts, including invoicing, payment application, collections, and account research.
Process and record deposits (ACH, check, electronic payments) with accurate coding and posting.
Prepare and review journal entries, customer transactions, and related accounting activity.
Assist with month-end close activities, including AR aging, revenue entries, and schedules.
Communicate with clients about payments, balances, and reporting; support inquiries promptly.

Skills

Accounts receivable

Excel proficiency

Communication skills

Analytical problem-solving

Attention to detail

Education

High school diploma

Associate degree in Accounting/Finance

Bachelor’s degree in related field

Tools

Microsoft Dynamics 365 Finance

QuickBooks

ERP systems

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Introduction

Overview

RPA San Diego operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts. Our mission is to deliver high quality, affordable, and accessible health care to our members.

How You’ll Make An Impact

We are hiring an AR Specialist to join our growing team!

Under general supervision, performs a broad range of daily and monthly accounting functions in support of client fulfillment-based needs, with an emphasis on accounts receivable, deposits, reconciliations, collections, and transaction processing within Microsoft Dynamics 365 Finance.

With a focus geared more toward the daily, monthly and quarterly functions in the group, key duties include:

Manage accounts receivable functions for various trusts, including invoicing, payment application, collections follow-up, and account research
Process and record deposits, including ACH, check, and electronic payments, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance
Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed
Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules
Follow up with clients regarding payments, outstanding balances, courtesy notices, and account discrepancies
Manage phone calls and inquiries from members, clients, and internal stakeholders in a professional and timely manner
Record client invoices and payments and research and resolve invoicing, payment, and account balance issues
Perform collections tasks while maintaining accurate documentation and professional client communication
Communicate with internal and external clients to obtain and/or convey information related to billing, payments, account status, and reporting
Perform routine and established projects, analyses, and reporting for a specific accounting or finance area
Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, AR processes, and accounting procedures

About You

Required:

High school diploma or equivalent required; associate degree or coursework in Accounting, Finance, Business Administration, or a related field preferred
Minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience
Experience with Microsoft Dynamics 365 Finance or another ERP/accounting system preferred; ability and willingness to learn Microsoft Dynamics 365 Finance required
Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles
Intermediate Excel proficiency, including the ability to work with large data sets, perform reconciliations, and prepare supporting schedules
Excellent written and verbal communication skills

Preferred:

Associate or bachelor’s degree in Accounting, Finance, Business Administration, or a related field
4 or more years of progressive accounting, accounts receivable, billing, or finance operations experiencePrior Microsoft Dynamics 365 Finance experience, particularly with AR processing, customer transactions, payment application, financial dimensions, workflows, or reporting
Experience supporting month-end close, audit requests, account analysis, and process improvement initiatives
Experience working in a trust, benefits administration, insurance, public entity, nonprofit, or professional services environment
Advanced Excel and Microsoft Office proficiency
Great organizational skills and high attention to detail
Strong analytical and problem-solving skills
QuickBooks or other ERP/accounting system experience

Behaviors

Exhibit professionalism and creativity, representing the company in both client and team situations
Cooperative attitude and ability to work both individually and in a team
Ability to prioritize and handle multiple tasks in a fluid work environment
Patience, resiliency and tolerant of stressful situations

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.