Accounts Receivable Specialist - Dynamics 365, Collections & Close

Arthur J. Gallagher & Co. (AJG); San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher in San Diego is seeking an AR Specialist to manage accounts receivable for trusts and related services. You will process deposits, post transactions, and support month-end close using Microsoft Dynamics 365 Finance.

With a focus on accuracy and client communication, you will handle invoicing, collections, and reconciliation duties while collaborating with internal teams. A minimum of 3 years in accounting and strong Excel skills are required.

Qualifications

• High school diploma or equivalent required; associate degree or coursework in Accounting/Finance 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 is preferred; ability and willingness to learn 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 handling large data sets, reconciliations, and supporting schedules.
• Excellent written and verbal communication skills.

Responsibilities

• 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, with accurate coding and timely posting in Dynamics 365 Finance.
• Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Dynamics 365 Finance and other systems.
• Assist with month-end close activities, including 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 professionally and timely.
• Record client invoices and payments and research/resolve invoicing, payment, and balance issues.
• Perform collections tasks with accurate documentation and client communication.
• Communicate with internal/external clients to convey information related to billing, payments, and reporting.
• Engage in routine projects, analyses, and reporting for specific accounting/finance areas.
• Support process improvements, system testing, and documentation related to Dynamics 365 Finance workflows, AR processes, and accounting procedures.

Skills

Accounts receivable

Billing

Collections

Excel

Dynamics 365 Finance

Education

High school diploma

Associate degree or coursework in Accounting/Finance

Tools

Microsoft Dynamics 365 Finance

Excel

Job description

Gallagher in San Diego is seeking an AR Specialist to manage accounts receivable for trusts and related services. You will process deposits, post transactions, and support month-end close using Microsoft Dynamics 365 Finance.

With a focus on accuracy and client communication, you will handle invoicing, collections, and reconciliation duties while collaborating with internal teams. A minimum of 3 years in accounting and strong Excel skills are required.