Accounts Receivable Specialist – Operations Support

DeliverIt Group; Sugar Land (TX); On-site; USD 55,000 - 74,000; Full time

Benefits offered by this job

Performance bonus eligibility

Medical, dental, and vision insurance

Life and AD&D insurance

401(k)

Paid time off

Job summary

DeliverIt Group in Sugar Land, TX seeks an Accounts Receivable Specialist – Operations Support to manage the full AR cycle across multiple entities, including invoicing, cash application, and collections.

You will work with customers and internal teams to resolve discrepancies, ensure accurate ledger coding, and support month-end close and reporting.

A detail-oriented finance professional with 2–3 years of AR experience and proficiency in Excel is encouraged to apply.

Qualifications

• Associate degree required.
• 2–3 years of accounts receivable, billing, cash application, bookkeeping, or commercial collections experience.
• Working knowledge of accounting principles and the accounts receivable cycle.
• Experience with accounting software is required.
• Strong Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP, and basic reporting.

Responsibilities

• Prepare and issue invoices to commercial customers and intercompany accounts.
• Ensure accurate billing terms, customer information, and general ledger coding by entity and cost center.
• Review invoices for accuracy and completeness prior to distribution.
• Research and resolve billing questions and discrepancies in coordination with internal teams and customers.
• Maintain accurate customer account records and supporting documentation.
• Post customer payments received through ACH, wire, lockbox, and check deposits.
• Match customer remittances to open invoices and research unapplied cash.
• Reconcile customer accounts and investigate discrepancies or payment variances.
• Maintain accurate records of customer payments, credits, adjustments, and account balances.
• Coordinate with customers and internal teams to resolve outstanding account issues.
• Maintain and review accounts receivable aging reports.
• Identify overdue balances and prioritize collection activity based on account status and company guidelines.
• Conduct professional collection outreach by phone and email.
• Document collection activity, payment commitments, disputes, and follow-up actions.
• Escalate delinquent or disputed accounts as appropriate.
• Recommend account adjustments or write-offs within established authority limits.
• Partner with internal teams to resolve issues that may delay customer payment.
• Support month-end close activities related to accounts receivable, including reconciliations, accruals, reserve analysis, and reporting.
• Assist with reviewing outstanding balances and identifying items requiring adjustment or follow-up.
• Prepare recurring and ad hoc AR reports for management review.
• Build and maintain Excel-based reports using pivot tables, lookups, and basic dashboards.
• Assist with identifying trends in aging, collections, cash application, and customer balances.
• Maintain organized digital and physical files for contracts, billing agreements, customer documentation, and corporate records.
• Provide administrative and accounting support for audits, compliance projects, onboarding, and expansion initiatives.
• Provide backup support to AP and other operations functions during peak periods or team absences.
• Coordinate routine administrative needs and vendor service requests as required.
• Draft professional emails, memos, reports, and routine business correspondence.
• Handle customer financial information and confidential corporate information with discretion and professionalism.

Skills

Accounts receivable

Billing

Cash application

Collections

Reconciliation

Excel

Education

Associate degree

Bachelor’s degree in accounting/finance or related field

Tools

NetSuite

Sage

Accounting software

Job description

Description

DeliverIt is seeking an Accounts Receivable Specialist – Operations Support to manage day-to-day accounts receivable activities while supporting key business operations across multiple entities. This role is ideal for an organized, detail-oriented accounting professional with experience in billing, cash application, collections, and account reconciliation. The successful candidate will be comfortable working with customers and internal teams, resolving discrepancies, managing competing priorities, and maintaining accurate financial records in a fast-paced, multi-entity environment. This is an opportunity to take ownership of the full AR cycle while gaining broader exposure to finance, reporting, compliance, and corporate operations within a growing organization.

Benefits

• Performance bonus eligibility
• Medical, dental, and vision insurance
• Life and AD&D insurance
• 401(k)
• Paid time off

Why Join DeliverIt

• Take ownership of AR processes across a growing multi-entity organization
• Gain experience across billing, cash application, collections, reconciliations, and month-end close
• Work cross-functionally with customers, operations, finance, and other corporate teams
• Gain visibility into broader business operations and corporate initiatives
• Opportunity to grow with an expanding organization

What You’ll Do

Accounts Receivable & Billing

• Prepare and issue invoices to commercial customers and intercompany accounts
• Ensure accurate billing terms, customer information, and general ledger coding by entity and cost center
• Review invoices for accuracy and completeness prior to distribution
• Research and resolve billing questions and discrepancies in coordination with internal teams and customers
• Maintain accurate customer account records and supporting documentation

Cash Application & Reconciliation

• Post customer payments received through ACH, wire, lockbox, and check deposits
• Match customer remittances to open invoices and research unapplied cash
• Reconcile customer accounts and investigate discrepancies or payment variances
• Maintain accurate records of customer payments, credits, adjustments, and account balances
• Coordinate with customers and internal teams to resolve outstanding account issues

Collections & Aging Management

• Maintain and review accounts receivable aging reports
• Identify overdue balances and prioritize collection activity based on account status and company guidelines
• Conduct professional collection outreach by phone and email
• Document collection activity, payment commitments, disputes, and follow-up actions
• Escalate delinquent or disputed accounts as appropriate
• Recommend account adjustments or write-offs within established authority limits
• Partner with internal teams to resolve issues that may delay customer payment

Month-End Close & Reporting

• Support month-end close activities related to accounts receivable, including reconciliations, accruals, reserve analysis, and reporting
• Assist with reviewing outstanding balances and identifying items requiring adjustment or follow-up
• Prepare recurring and ad hoc AR reports for management review
• Build and maintain Excel-based reports using pivot tables, lookups, and basic dashboards
• Assist with identifying trends in aging, collections, cash application, and customer balances

Corporate Operations Support

• Maintain organized digital and physical files for contracts, billing agreements, customer documentation, and corporate records
• Provide administrative and accounting support for audits, compliance projects, onboarding, and expansion initiatives
• Provide backup support to AP and other operations functions during peak periods or team absences
• Coordinate routine administrative needs and vendor service requests as required
• Draft professional emails, memos, reports, and routine business correspondence
• Handle customer financial information and confidential corporate information with discretion and professionalism

Requirements

What We’re Looking For

• Associate degree required
• 2–3 years of accounts receivable, billing, cash application, bookkeeping, or commercial collections experience
• Working knowledge of accounting principles and the accounts receivable cycle
• Experience with accounting software is required
• Strong Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP, and basic reporting
• Strong attention to detail and accuracy when working with financial data and high-volume transactions
• Strong customer service, communication, and collections skills
• Professional, calm, and persistent communication style when working with customers and internal teams
• Strong organizational and problem-solving skills
• Ability to manage a high volume of accounts while meeting competing deadlines
• Ability to work effectively in a fast-paced, multi-entity environment
• Authorized to work in the United States

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Previous experience in healthcare, pharmacy, or a multi-entity environment
• Experience with payer remittances, EOBs/ERAs, denial follow-up, or healthcare billing
• Familiarity with basic CPT/NDC coding
• Bilingual in English and Spanish
• Experience with lockbox processing
• Familiarity with ACH and wire payment processes
• Administrative or operations support experience
• Experience supporting audits, compliance initiatives, or corporate projects
• Experience with NetSuite, Sage, or similar accounting systems is a plus

What Success Looks Like

Success in this role means maintaining accurate and timely billing and cash application, proactively managing outstanding receivables, resolving customer account issues, and supporting a smooth month-end close. The ideal candidate takes ownership of their work, follows through on commitments, communicates professionally, and looks for ways to improve AR processes as the organization grows.