AR Specialist

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 28,000 - 30,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting in Charlotte, NC seeks an Accounts Receivable Specialist to manage client invoicing, payments, cash application and reconciliation, ensuring timely collections.

You will monitor AR balances, follow up on past-due invoices, resolve discrepancies, and collaborate with Accounting, Sales, Customer Service, and Operations to keep cash flow healthy; Excel proficiency and ERP familiarity are essential.

Qualifications

• Experience in accounts receivable, billing, cash application, or collections.
• Experience with invoicing, payment processing, cash application, and reconciliation.
• Proficient in Microsoft Excel and accounting software.

Responsibilities

• Prepare and distribute accurate customer invoices.
• Monitor AR balances and payment activity.
• Follow up on past-due invoices.
• Process and apply customer payments.
• Reconcile AR transactions and balances.
• Research and resolve billing discrepancies.
• Maintain customer records and posting accuracy.
• Assist with cash application and posting.
• Respond to customer questions on invoices.
• Collaborate with Accounting, Sales, Customer Service, Operations.
• Prepare AR reports and assist month-end close.
• Maintain financial records and internal controls.

Skills

Detail-oriented

Organized

Strong communication

Tools

Microsoft Excel

ERP software

Job description

Compensation: $20-22/hr.

Job Overview – Accounts Receivable Specialist – 34455

We're on the hunt for an Accounts Receivable Specialist who will be responsible for managing our client's accounts receivable process and ensuring accurate and timely collection of customer payments. This position handles customer invoicing, payment processing, cash application, account reconciliation, collections follow-up, and resolution of billing discrepancies.

The ideal candidate is detail-oriented, organized, and comfortable working with financial data and customer accounts. Strong communication and problem-solving skills are important, along with experience using accounting or ERP software and Microsoft Excel.

In this role you will:

• Prepare and distribute accurate customer invoices according to established billing schedules and company policies.
• Monitor customer accounts receivable balances and payment activity to ensure invoices are paid on time.
• Follow up with customers regarding past-due invoices and outstanding account balances.
• Process and apply customer payments received by check, credit card, ACH, wire transfer, and other electronic payment methods.
• Reconcile accounts receivable transactions and customer account balances.
• Research and resolve billing, payment, and account discrepancies in a timely manner.
• Maintain accurate customer account records, including invoices, payments, credits, adjustments, and outstanding balances.
• Assist with cash application and ensure customer payments are accurately posted to the appropriate accounts.
• Respond to customer questions regarding invoices, payments, account balances, and billing issues.
• Collaborate with internal teams, including Accounting, Sales, Customer Service, and Operations, to resolve account issues and support timely collections.
• Prepare accounts receivable reports and assist with month-end close activities as needed.
• Maintain accurate financial records and follow established accounting policies and internal controls.

Successful candidates will have:

• Previous experience in accounts receivable, billing, cash application, collections, or a related accounting role.
• Understanding of accounts receivable processes, including invoicing, payment processing, cash application, collections, and account reconciliation.
• Experience using accounting software, ERP systems, or accounts receivable platforms.
• Proficiency with Microsoft Excel and the ability to work accurately with financial data.
• Strong attention to detail and organizational skills.
• Ability to identify, research, and resolve billing and payment discrepancies.
• Strong written and verbal communication skills.
• Professional and customer-focused approach when communicating with clients regarding billing and payments.
• Ability to manage multiple customer accounts and meet deadlines in a fast-paced environment.

There's more:

The Accounts Receivable Specialist plays an important role in maintaining accurate financial records and supporting the company's cash flow. By ensuring invoices are issued accurately, customer payments are collected and applied properly, and account discrepancies are resolved quickly, this position helps maintain healthy customer relationships and efficient accounting operations.

Keywords: Accounts Receivable Specialist, Accounts Receivable, AR Specialist, Accounts Receivable Clerk, Accounts Receivable Coordinator, Billing Specialist, Cash Application, Cash Applications Specialist, Collections, Invoicing, Customer Billing, Payment Processing, Account Reconciliation, Credit and Collections, ERP, Accounting Software, Microsoft Excel.

Additional Job Details

Workplace Policy:

Seniority Level: Associate

Linked In Poster:

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we’ll consider you for future openings, and encourage you to apply for other Sherpa roles you’re qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.