MUST HAVE BACKGROUND IN HVAC
Position summary:
The Accounts Receivable Clerk will assist in ensuring that the company receives payment from customers.
Flexible with days in or out.
Minimum required days in the office for an experienced A/R Clerk will be four days a week in and one day remote.
Hours are flexible with a minimum six to eight hours per day.
Responsibilities:
Maintain and update bookkeeping databases
Communicate with customers to request payment and arrange payments
Collect payment from customers and accurately record in the system
Create reports and balance sheets that document overall profits and losses
Update customer accounts based on payments
Ensure that all records and reports are accurate
Identify past due accounts
Effectively communicate with customers to understand financial needs
Manage basic office administrative tasks (as assigned since the AR activity can be light at times).
Record and process all financial and accounting practices
Maintain bookkeeping and accounting needs
Prepare, post, verify, and record customer payments and transactions related to accounts receivable.
Create invoices according to company practices; submit invoices to customers.
Maintain and update customer files, including name or address changes, mergers, or mailing attentions.
Draft correspondence for standard past-due accounts and collections, identify delinquent accounts by reviewing files, and contact delinquent accountholders to request payment.
Create reports regarding the status of customer accounts as requested.
Research customer discrepancies and past-due amounts
Reconcile accounts receivable on a periodic basis.
Assist in generating monthly billing statements based on the general ledger.
Reconcile revenue accounts each month.
Copy, file, and retrieve materials for accounts receivable as needed.
Relay changes of information to appropriate employees.
Perform other related duties as assigned.
Required Skills:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
Ability to work independently and in a fast-paced environment.
Ability to anticipate work needs and interact professionally with customers.
Excellent organizational skills and attention to detail.
Moderate to advanced experience with QuickBooks. Any of the last 2 recent versions released.
