AR/AP Specialist

Lever, Inc.; Irving (TX); On-site; USD 52,000 - 80,000; Full time

Job summary

United Flow Technologies in Irving, TX is seeking an AR/AP Specialist to join our on-site finance team. You will process and post customer payments, reconcile accounts, monitor outstanding invoices, and support vendor invoicing and payments according to company policy.

Required are 2+ years of AR/AP experience, a bachelor’s degree in accounting or finance a plus, and proficiency with accounting software such as QuickBooks, Netsuite or QuickBase.

Qualifications

• 2+ years of AR/AP experience.
• Strong understanding of accounting principles.

Responsibilities

• Process and post customer payments.
• Reconcile customer and vendor accounts.
• Monitor and follow up on invoices and aging reports.

Skills

AR/AP experience

Analytical skills

Communication

Organizational skills

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Netsuite

QuickBase

Job description

United Flow Technologies is a platform established in July 2021 to invest in the municipal and industrial water and wastewater market. UFT has partnered with market leading businesses to create a national provider of process, pump, automation & control, and other equipment solutions. And we’re just getting started making strategic partnerships to provide clean water across the country!

United Flow Technologies is hiring an AR/AP Specialist. This role requires working in our Irving, TX office Monday-Friday.

What you'll do:

AR Responsibilities:

• Process and post incoming customer payments accurately and promptly.
• Review and reconcile customer accounts to resolve discrepancies or billing issues.
• Monitor and follow up on outstanding invoices, ensuringtimelycollections.
• Prepare and send regular statements to customers tofacilitatecollections.
• Communicate with customersregardingpayment status, payment terms, and outstanding balances.
• Collaborate with sales and sales support teams to address customer inquiries or disputes.
• Maintainaccurateand up-to-date records of customer transactions and interactions.
• Assistin the analysis of accounts receivable data and aging reports.

AP Responsibilities:

• Verify and process incoming vendor invoices, matching them with purchase orders and any relevant receiving documents.
• Ensure proper coding and approval of invoicesin accordance withcompany policy.
• Prepare and execute payments to vendors through checks, ACH/Wire, or other approved methods.
• Reconcile vendor statements and resolve discrepanciesin a timely manner.
• Assistwith the preparation of 1099 forms and other relevant tax-related documents.
• Maintain organized and accessible records of vendor transactions and interactions.
• Assistin the analysis ofaccountspayable data and aging reports.

General Financial Responsibilities:

• Assistin month-end and year-end closing processes related to AR and AP.
• Support the preparation of financial reports and contribute to financial analysis as needed.
• Ensure compliance with company policies, procedures, and accounting standards.
• Participate in external audits, providing necessary documentation and explanations.
• Continuouslyidentifyopportunities for process improvement and efficiency in AR and AP functions.

What you bring:

• Bachelor's degree in Accounting, Finance, or related field a plus.
• 2+ years of experience in accounts receivable and accounts payable functions.
• Strong understanding of accounting principles and financial processes.
• Proficiency in using accounting software and ERP systems (e.g., QuickBooks, Netsuite, QuickBase) is preferred.
• Excellent analytical and problem-solving skills with attention to detail.
• Effective communication and interpersonal abilities to interact with customers and vendors.
• Strong organizational skills and ability to meet deadlines in a fast-paced environment.
• Comfortable working on-site Monday- Friday in our Irving, TX location.
• This role may require up to 10% travel within the US.

Join our team to innovate the future of water and wastewater.You’ll collaborate with coworkers who are the best and the brightest, challenge yourself on exciting work, and help build the best water and wastewater platform company in the U.S.

UFT is an Equal Opportunity Employer - race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other characteristics protected by applicable law.