AR/AP Specialist

Lever, Inc.; Milford (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

United Flow Technologies is hiring an AR/AP Specialist to work on-site in our Milford, OH office. The role covers accounts receivable and accounts payable responsibilities, including payment processing, invoicing, and vendor management.

The ideal candidate holds a Bachelor's degree in Accounting/Finance with 2+ years of AR/AP experience, proficient in QuickBooks, NetSuite, and Quickbase. Travel up to 10% may be required; candidates must be comfortable working on-site in Milford.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field preferred.
• 2+ years in accounts receivable and accounts payable.
• Strong understanding of accounting principles and financial processes.
• Proficiency with accounting software and ERP systems (QuickBooks, NetSuite, Quickbase).
• Excellent analytical and problem-solving skills; detail-oriented.
• Effective communication and interpersonal abilities; able to interact with customers and vendors.
• On-site work in Milford, OH; ability to travel up to 10%.

Responsibilities

• Process and post incoming customer payments accurately and promptly.
• Review and reconcile customer accounts to resolve discrepancies.
• Monitor and follow up on outstanding invoices; ensure timely collections.
• Prepare and send regular statements to customers.
• Communicate with customers regarding payment status and terms.
• Collaborate with sales teams to address inquiries or disputes.
• Maintain accurate records of customer transactions and interactions.
• Assist in analysis of accounts receivable data and aging reports.
• Verify and process incoming vendor invoices; match with purchase orders.
• Code and approve invoices per policy.
• Prepare and execute payments to vendors (checks, ACH/Wire).
• Reconcile vendor statements; resolve discrepancies.
• Assist with 1099 forms and tax-related documents.
• Maintain organized records of vendor transactions.
• Assist in accounts payable data analysis and aging reports.
• Support month-end/year-end closing for AR/AP.
• Assist in financial reporting and analysis.
• Ensure compliance with policies and audits.

Skills

Analytical skills

Attention to detail

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 to work on-site in our Milford, OH office.

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, ensuring timely collections.
• Prepare and send regular statements to customers to facilitate collections.
• Communicate with customers regarding payment status, payment terms, and outstanding balances.
• Collaborate with sales and sales support teams to address customer inquiries or disputes.
• Maintain accurate and up-to-date records of customer transactions and interactions.
• Assist in 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 invoices in accordance with company policy.
• Prepare and execute payments to vendors through checks, ACH/Wire, or other approved methods.
• Reconcile vendor statements and resolve discrepancies in a timely manner.
• Assist with the preparation of 1099 forms and other relevant tax‑related documents.
• Maintain organized and accessible records of vendor transactions and interactions.
• Assist in the analysis of accounts payable data and aging reports.

General Financial Responsibilities

• Assist in 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.
• Continuously identify opportunities 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).
• 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 in our Milford, OH 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.