AR Specialist: Construction Billing & Cashflow Champion

KR Wolfe; Lakeside (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

KR Wolfe, Inc. in Lakeside, CA seeks an Accounts Receivable Specialist to own the customer-to-cash cycle for construction and field-service billing, including setup, invoicing, retainage, and collections.

You will collaborate with Project Managers to align billing with progress and navigate client portals for accurate AR data. The role requires meticulous data management in QuickBooks and Quickbase, strong communication with customers and internal teams, and a drive to improve processes to

Qualifications

• Experience in construction or project-based AR is preferred.
• Strong Excel and data analysis abilities.
• Ability to troubleshoot unbalanced transactions and resolve discrepancies.
• Excellent written and verbal communication with customers and stakeholders.

Responsibilities

• Customer Account Ownership & Maintenance
• Own the full lifecycle of customer master data: setup, ongoing maintenance, credit terms, billing preferences, portal credentials, and contact hierarchy.
• Complex Construction & Services Billing
• Navigate and master multiple client portals and unique submission requirements, ensuring every invoice is accepted on the first pass whenever possible.
• Collections & Cash Application
• Own the full collections process: monitor aging, institute timely collection actions, and drive resolution of past-due balances while preserving customer relationships.
• Reconciliation, Month-End & Audit Support
• Own the monthly reconciliation of the AR sub-ledger to the general ledger; investigate and clear all variances before close.
• Systems, Process Ownership & Continuous Improvement
• Maintain accurate data and workflows in Quickbase, QuickBooks, and any client-specific portals or systems.
• Uphold company Mission, Vision, and Values (SPIRIT and QUEST) in all interactions.

Skills

Attention to detail

Communication skills

Organizational skills

Billing knowledge

Education

Bachelor’s degree in Accounting, Business, or related field

Tools

QuickBooks

Quickbase

Client portals

Job description

KR Wolfe, Inc. in Lakeside, CA seeks an Accounts Receivable Specialist to own the customer-to-cash cycle for construction and field-service billing, including setup, invoicing, retainage, and collections.

You will collaborate with Project Managers to align billing with progress and navigate client portals for accurate AR data. The role requires meticulous data management in QuickBooks and Quickbase, strong communication with customers and internal teams, and a drive to improve processes to