Accounts Receivable/collections Specialist

The Accounts Receivable Associate plays a vital role as both a team player and an individual contributor in the day-to-day, monthly, quarterly, and year-end operations of Accounts Receivable (A/R). This role involves providing support and backup for Accounts Payable tasks as needed, aiding in cash management reporting, and assisting in monthly close activities. The associate will perform general accounts analysis and reconciliations for A/R, assist in the preparation of financial reports, and prepare reports and documentation to support internal and external audits.

• Process customer invoices and milestone payments.
• Process and post all received payments from customers according to processes.
• Reconcile customer accounts to ensure correct payment application.
• Provide preliminary customer lien waivers (PLNs).
• Coordinate obtaining and documenting Certificates of Insurance (COIs).
• Monitor customer accounts for overdue payments.
• Contact customers (by phone and email) to follow up on past-due payments.
• Maintain accurate and up-to-date customer and accounts receivable records.
• Prepare and submit regular reports, such as AR aging reports, to management.
• Document all collection activities and client communications thoroughly.
• Respond to customer inquiries regarding billing, payments, and account issues.
• Investigate and resolve discrepancies, billing errors, and payment disputes, collaborating with other team members to resolve client issues.
• Foster positive relationships with customers, even while managing collections.
• Communicate with internal teams regarding past due accounts and account holds.
• Coordinate project-specific systems connected with A/R work.
• Compile statistical and financial accounting reports and tables.
• Perform filing and general administrative tasks within the department.
• Assist in the formulation, analysis, and execution of new accounting procedures and processes.
• Create, organize, and maintain all customer files.
• Perform other tasks and projects as assigned.

• 5-7 years of experience in an Accounts Receivable Specialist capacity.
• Bachelor’s degree preferred.
• ERP Accounting system experience required.
• Strong MS Office skills, with intermediate proficiency in MS Excel.
• Excellent written and oral communication skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team to prioritize tasks.
• Strong organizational skills.
• Ability to work under pressure and meet deadlines accurately and consistently in a fast-paced and dynamic environment.
• Ability to maintain the highest level of integrity and confidentiality.

• Experience in the construction or solar industry is preferred.
• Stable work history.
• Experience with Acumatica.

The work environment is fast-paced and dynamic, requiring the ability to work independently and collaboratively to meet deadlines. The role involves interacting with various internal teams and clients while maintaining a high level of integrity and confidentiality.

This is a Contract to Hire position based out of Fresno, California.