Accounts Receivable Specialist

Trinity Consultants; United States; On-site; USD 32,000 - 48,000; Full time

Job summary

Trinity Consultants is seeking an Accounts Receivable Clerk to manage daily cash receipts, collections, and related accounting tasks. The role involves liaising with clients, posting to the general ledger, and supporting audits.

The ideal candidate will have strong attention to detail, solid Excel skills, and experience with Deltek Vision or similar ERP systems. A high school diploma is required, with a degree being a plus.

Qualifications

• High school diploma; associate/bachelor’s degree is a plus; 3–5 years related experience and/or training.
• Computer literacy required, including basic Word, Excel, and Microsoft Office.
• Deltek Vision experience preferred.

Responsibilities

• Process daily cash receipts and postings to ledgers.
• Contact clients regarding overdue amounts and negotiate settlements.
• Issue demand letters and escalate accounts when needed.
• Prepare regular reports on unpaid accounts and repayment progress.
• Assist in audit schedules and maintain proper recording in the GL.
• Provide general accounting support across the department.

Skills

Accounts receivable

Communication

Attention to detail

Problem solving

Time management

Education

High school diploma

Associate/Bachelor’s degree preferred

Tools

Deltek Vision

Microsoft Excel

Microsoft Word

Job description

Posting daily cash receipts received, collection of delinquent accounts. Other tasks also include, but not limited to, efforts to bring awareness of receivables to our clients and accounting team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Contacting clients regarding overdue amounts;
• Negotiate settlements with clients;
• Issue demand letters and escalat**e** accounts for legal action or bad debt write-off;
• Creatively resolve conflicts between clients and Project Managers;
• Submit regular reports on the status of unpaid accounts and any repayment progress.
• Additional tasks include:
• Daily cash receipt postings;
• Suspense account – refunds or reclassifications of funds;
• Client bankruptcy – submitting claims, and analyzing risk for future work;
• Validity of write-off requests by Project Managers;
• Collection projects as deemed by the Accounting Manager:
• Acquisition legacy invoices;
• Invoices by client;
• Invoices based by aging brackets;
• Statement of Accounts requests;
• AR review with Office Managers to review outstanding invoices;
• Credit reference requests
• Exhibit excellent communication skills with internal and external customers located around the globe.
• Provide general accounting support and partner with others in the department to ensure information is properly and timely recorded in the General Ledger.
• Assist in the preparation of audit schedules in support of the annual external audit.
• Exhibit a demonstrated knowledge of accounting principles and terminology.
• Show excellent organizational skills, attention to details and ability to manage multiple tasks with minimal supervision.
• Perform other duties as required.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma: Associate’s/Bachelor’s degree is a plus; or three to five years related experience and/or training. Must have computer literacy, including basic word processing, spreadsheet skills, and knowledge of Microsoft Office software package. Deltek Vision software experience is preferred.

LANGUAGE AND INTERPERSONAL SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos.Ability to write simple correspondence.Ability to effectively present information in one‑on‑one and small group situations to customers, clients, and other employees of the organization.

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.