Robert Half is partnering with a growing professional services organization in La Costa to find an Accounts Receivable Specialist who can help keep billing accurate, cash flow consistent, and customer accounts in good standing! This opportunity is ideal for an accounting professional who enjoys a combination of financial analysis, customer communication, and problem-solving. You'll work closely with the accounting team and client-facing departments to ensure invoices are issued correctly, payments are applied promptly, and discrepancies are resolved before they affect reporting. The ideal candidate is organized, proactive, and comfortable managing a portfolio of customer accounts while balancing daily transactions with month-end deadlines.
Key Responsibilities:
- Manage day-to-day accounts receivable activities, including invoicing, cash applications, and account maintenance.
- Generate customer invoices based on contracts, service agreements, and approved billing schedules.
- Post incoming ACH, wire, and check payments to the appropriate customer accounts.
- Monitor AR aging reports and follow up on outstanding balances.
- Reconcile customer accounts and research short payments, credits, and billing discrepancies.
- Communicate with clients regarding invoice questions, payment status, and outstanding balances.
- Coordinate with internal account managers to resolve disputes and missing documentation.
- Prepare account statements and provide invoice copies upon request.
- Process credit memos and account adjustments with appropriate approvals.
- Maintain accurate customer records and supporting financial documentation.
- Assist with month-end close, AR reconciliations, and cash reporting.
- Identify recurring billing issues and recommend improvements to the invoicing process.
- 2–4 years of Accounts Receivable or full-cycle accounting experience.
- Experience with invoicing, payment application, and account reconciliations.
- Proficiency in Excel and accounting software such as QuickBooks, NetSuite, or similar systems.
- Strong written communication and customer service skills.
- Ability to investigate discrepancies and manage multiple deadlines.
- Excellent attention to detail and follow-through.