Accounts Receivable Specialist

YPO, Inc.; United States; Remote; USD 58,000 - 74,000; Full time

Job summary

YPO, Inc. is seeking an Accounts Receivable Specialist to ensure accurate, timely AR processing, reconciliation, and reporting. You will manage day-to-day AR tasks across Salesforce, Certinia, and related systems, resolve complex payment issues, and support monthly close and audits.

The role requires 4+ years in AR or related finance, strong Excel skills, and experience with ERP/CRM platforms. Occasional travel may be required; compensation reflects market standards for the United States.

Qualifications

• 4+ years of progressive accounts receivable, accounting, or related finance experience.
• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Experience with ERP and CRM systems; Salesforce and Certinia experience preferred.

Responsibilities

• Manage day-to-day accounts receivable activities, including posting and reconciling data across Salesforce, Certinia, Cvent, and related systems.
• Research and resolve unidentified or misapplied payments ( wires, ACH, checks, cards ).
• Coordinate annual membership renewal billing and system testing in Salesforce.
• Prepare and post journal entries related to accounts receivable activity.
• Support AR close, audit requests, and cross-functional reconciliation with GL and AP.

Skills

Accounts receivable processes

Reconciliation

Analytical skills

Attention to detail

Communication skills

Time zone coordination

Education

Associate’s degree or higher in Accounting, Finance, or related field

Tools

Salesforce

Certinia

ERP systems

Job description

POSITION PURPOSE

The Accounts Receivable Specialist is responsible for the accurate, timely, and complete processing, reconciliation, and reporting of accounts receivable activity. The role independently manages key receivable processes, resolves complex payment and account issues, supports the monthly close, and serves as a knowledgeable resource for internal and external stakeholders on accounts receivable matters. The position also supports continuous improvement of AR processes, systems, controls, and documentation to improve accuracy, efficiency, and the member experience.

PRIMARY RESPONSIBILITIES

• Manage day-to-day accounts receivable activities, including the transfer, posting, and reconciliation of member invoices and payment data across Salesforce, Certinia, Cvent, and related systems.
• Research and resolve unidentified or misapplied payments, including wires, ACH payments, checks, and credit card transactions.
• Manage accounts receivable activity related to Lifetime Dues, including installment monitoring, delinquency follow-up, account reconciliation, and membership conversions.
• Respond to and resolve AR-related inquiries from members and internal stakeholders through Salesforce Service Console, email, and other communication channels.
• Review and process member refunds in coordination with Accounts Payable and in accordance with established policies and approval requirements.
• Perform monthly accounts receivable close activities, including reconciliation of AR aging to the general ledger, preparation of supporting schedules, and investigation of variances.
• Monitor past-due accounts and perform collection follow-up in accordance with organizational policies and procedures.
• Research and resolve member credit card disputes and payment-related issues.
• Partner with General Ledger and Accounts Payable teams on bank reconciliation items, refund activity, and other transactions impacting accounts receivable.
• Prepare and process miscellaneous invoices and ensure appropriate supporting documentation and accounting treatment.
• Coordinate the annual membership renewal billing process, including system testing, invoicing accuracy, and product configuration in Salesforce.
• Prepare and post journal entries related to accounts receivable activity.
• Identify opportunities to improve AR processes, documentation, controls, and system workflows, and assist with implementing approved improvements.
• Support annual audit requirements and prepare documentation and responses for AR-related audit requests.
• Work with IT and Finance partners to research and resolve system issues affecting receivable transactions and financial data integrity.
• Support Finance leadership with special projects, analysis, and other AR-related initiatives.
• Ensure compliance with YPO financial policies, procedures, accounting requirements, and internal controls.

SKILLS

• Strong working knowledge of accounts receivable processes and related accounting concepts.
• Ability to independently manage assigned AR responsibilities and follow issues through resolution.
• Strong reconciliation and analytical skills, including the ability to research and resolve complex payment, billing, and account discrepancies.
• High degree of accuracy, attention to detail, and commitment to appropriate controls and documentation.
• Strong systems aptitude and ability to work effectively across ERP, CRM, event registration, and payment platforms.
• Ability to identify process issues and recommend practical improvements.
• Strong organizational and prioritization skills with the ability to manage multiple responsibilities and deadlines.
• Sound judgment and ability to determine when issues can be resolved independently and when escalation is appropriate.
• Strong interpersonal and communication skills with the ability to work effectively with members, associates, vendors, and other stakeholders.
• Ability to explain account and payment issues clearly and professionally.
• Ability to work collaboratively across Finance and other organizational functions.
• Ability to maintain confidentiality and exercise discretion when handling financial and member information.
• Global mindset and sensitivity to international customs, communication styles, and member needs.
• Strong written and verbal communication skills, including attention to accuracy and detail.
• Demonstrated curiosity and willingness to learn new systems, tools, and processes.

EXPERIENCE/BACKGROUND

• 4+ years of progressive accounts receivable, accounting, or related finance experience.
• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Experience with ERP and CRM systems; Salesforce and Certinia experience preferred but not required.

EDUCATION/TRAINING/CERTIFICATION

Associate’s degree or higher in Accounting, Finance, or a related field preferred.

PHYSICAL REQUIREMENTS

Ability to work flexible and/or extended hours as needed to accommodate members and team members in multiple time zones.

Ability to work for extended hours at a computer screen.

Willingness and ability to travel, domestically and internationally, without restrictions, approximately 1-2 times a year.

COMPENSATION & PAY TRANSPARENCY

Compensation at YPO is one part of a broader Total Rewards philosophy built to attract, motivate, and retain talented people in every country and function where we operate. We aim to be fair, consistent, and thoughtful stewards of our resources, and we ground pay decisions in market data, role scope, and internal equity rather than negotiation alone.

Compensation ranges are based on the associate's primary work location. Because this role may be filled in more than one country, the applicable ranges are listed below by location:

• For United States applicants: USD 58,000–73,900 annually

We believe pay is only part of how YPO invests in its people. Associates are also eligible for performance-based bonus opportunities, remote work flexibility, and a comprehensive rewards package built around their wellbeing and growth. Your Talent Acquisition Business Partner will share the details specific to your location as part of the interview process.

EOE

YPO is an Equal Opportunity Employer. YPO takes pride in supporting a diverse workforce and demonstrates this through its policies and practices.

YPO does not discriminate in recruiting, hiring, training, promotion, or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.

YPO is a global leadership community of more than 35,000 chief executives who are driven by the belief that the world needs better leaders. Each of our members has achieved significant leadership success at a young age. Combined, they lead businesses and organizations contributing USD 9 trillion in annual revenue in over 150 countries globally.

Engaging in peer learning opportunities and exceptional experiences, our members are part of an inclusive community of open sharing and trust. Supporting these members is a world-class management team of more than 450 associates, spanning over 25 countries.

Our organization is based in Dallas, Texas, with many associates working virtually and outside of the United States. Together, our team of global associates works to create a truly Only-in-YPO experience for our members.