AR Accountant – Hybrid Work, Client-Focused Billing

Clearstead; Cleveland (OH); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Long-term disability insurance

Generous paid time off

401(k) plan with company contributions

Job summary

Clearstead is seeking an AR Accountant in Cleveland, OH, to manage cash receipts, billing support, reporting, and related accounts receivable activities. The role emphasizes organization, accuracy, and service-minded collaboration across client teams.

The position offers work-from-home flexibility two days per week after orientation, with hybrid arrangements based on performance and manager approval. You will partner with Operations, advisors, and accounting partners to ensure timely processing.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• Experience in financial services, wealth management, or professional services.
• Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms.

Responsibilities

• Manage the full order-to-cash process for assigned divisions, ensuring transactions are accurate and on time.
• Partner with Operations, advisors, and internal support teams to complete billing and AR processes efficiently.
• Support timely and accurate client setup, billing information, and account maintenance.
• Post daily check, ACH, and wire payments and apply receipts to client accounts.
• Prepare bank deposits and maintain AR documentation.
• Monitor overdue balances and AR reporting.
• Assist with integration of mergers, acquisitions, and lift-outs into AR processes.
• Support month-end AR reconciliations and reporting.
• Identify opportunities to improve processes and controls in AR workflows.
• Perform other duties as assigned.

Skills

Service-minded

Cross-team collaboration

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

NetSuite

Salesforce

Orion

Job description

Clearstead is seeking an AR Accountant in Cleveland, OH, to manage cash receipts, billing support, reporting, and related accounts receivable activities. The role emphasizes organization, accuracy, and service-minded collaboration across client teams.

The position offers work-from-home flexibility two days per week after orientation, with hybrid arrangements based on performance and manager approval. You will partner with Operations, advisors, and accounting partners to ensure timely processing.