Accounts Receivable Specialist

We are looking for an Accounts Receivable Specialist to join our team in San Ramon, California. This permanent, on-site position supports the complete receivables cycle, from invoice creation through payment posting and collections follow-up. The ideal candidate brings strong business-to-business receivables experience, a sharp eye for detail, and the ability to work across finance, operations, and sales to keep accounts accurate and cash flow on track.

Responsibilities:

• Generate customer invoices using contract terms, service milestones, and delivery timelines to ensure timely and accurate billing.
• Maintain account records in NetSuite, including customer details, payment terms, tax settings, and supporting documentation.
• Post and reconcile incoming payments received through ACH, wire transfers, checks, and credit cards, while investigating unapplied or mismatched transactions.
• Manage past-due accounts by reviewing aging activity, sending follow-ups, escalating issues when needed, and helping drive resolution of outstanding balances.
• Partner with internal teams and customers to research billing discrepancies, issue adjustments or credit memos, and resolve disputes efficiently.
• Perform accounts receivable reconciliations against the general ledger and provide support for month-end close activities and audit requests.
• Review credit-related information, contribute recommendations on payment terms, and assist with decisions involving payment plans, credit holds, or write-offs.
• Prepare recurring reporting on receivables status, collection progress, and cash expectations, while identifying accounts that may present payment risk.
• Help improve efficiency by supporting automation of invoicing, reminders, collection workflows, and electronic payment adoption.
• Use available technology and process improvement tools to strengthen cash application accuracy, streamline dispute handling, and enhance customer communication.
• At least 3 years of experience in B2B accounts receivable, billing, or commercial collections.
• Practical experience working in NetSuite or a similar ERP platform.
• Solid understanding of accounts receivable reconciliations, month-end close support, and sales tax administration.
• Demonstrated success managing delinquent balances and improving collection results.
• Strong written and verbal communication skills with the ability to maintain detail-oriented customer relationships.
• Advanced Excel capabilities, including lookups, pivot tables, and aging analysis.
• High level of accuracy, organization, and documentation discipline suitable for audit support.
• Associate’s or bachelor’s degree in Accounting, Finance, Business, or comparable hands-on experience.