Hybrid AR Accountant — Remote 2x/Week

Clearstead Advisors LLC; Cleveland (OH); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

Health, dental, vision, and long-term/

Paid time off

Job summary

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

This position offers work-from-home flexibility two days per week after orientation, with hybrid arrangements based on performance and manager approval. You will interact with advisors, operations, and accounting partners to ensure timely and precise financial processes across

Qualifications

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

Responsibilities

• Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time
• Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently
• Support timely and accurate client setup, billing information, and account maintenance
• Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts
• Prepare bank deposits, track miscellaneous accounts receivable activity, and maintain accurate supporting documentation
• Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting
• Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead's billing and accounts receivable processes
• Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support
• Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows
• Perform other duties as assigned

Skills

Customer service

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 to support cash receipts, billing, and accounts receivable activities across client teams and partners. The role emphasizes accuracy, organization, and service-minded collaboration.

This position offers work-from-home flexibility two days per week after orientation, with hybrid arrangements based on performance and manager approval. You will interact with advisors, operations, and accounting partners to ensure timely and precise financial processes across