Accounts Receivable Specialist - Salesforce & Excel Pro

Northbound Executive Search; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

Northbound Executive Search is seeking an Accounts Receivable Associate for a Midtown Manhattan firm. The role focuses on managing the firm’s accounts receivable and billing, following up with clients on past-due invoices, and reconciling outstanding billing in Salesforce.

The ideal candidate brings 2–5 years of AR experience and strong Excel skills. You will work in a fast-paced, collaborative environment, posting journal entries, preparing workpapers for close, and supporting management

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 2–5 years of AR experience.
• Proficiency in Salesforce and Excel.

Responsibilities

• Reconciliation of expenses allocated to transactions
• Posting of journal entries to properly allocate expenses to project codes
• Comprehension of client engagement letters and the ability to apply the language to invoices being produced
• Ability to work in a fast‑paced, collaborative environment
• Prepare and post cash payments to client accounts
• Reconcile cash to period‑end bank statements
• Prepare certain workpapers for the period‑end accounting close process
• Assist in the preparation of management reporting

Skills

Accounts Receivable

Salesforce

Microsoft Excel

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

Tools

Salesforce

Microsoft Excel

Job description

Northbound Executive Search is seeking an Accounts Receivable Associate for a Midtown Manhattan firm. The role focuses on managing the firm’s accounts receivable and billing, following up with clients on past-due invoices, and reconciling outstanding billing in Salesforce.

The ideal candidate brings 2–5 years of AR experience and strong Excel skills. You will work in a fast-paced, collaborative environment, posting journal entries, preparing workpapers for close, and supporting management