CPT-10888 Accounts Receivable Virtual Assistant

• Accurately post daily payment activity across multiple entities
• Prepare and apply remittances to appropriate customer accounts
• Reconcile invoice activity against customer records on a weekly basis
• Record, verify, and post incoming payments

• Investigate and resolve payment discrepancies and unauthorized deductions
• Reconcile payments against bank deposits and financial records
• Access and manage customer portals to track unpaid or unresolved invoices
• Collaborate with internal teams to resolve invoicing or documentation issues

• Generate and maintain A/R aging reports
• Provide insights and updates to the Accounting Manager as needed
• Ensure all records are accurate and up to date

• Assist with manual invoicing and follow-ups when required
• Support monthly financial close processes
• Handle additional accounting or administrative tasks as assigned

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Minimum 3+ years of experience in Accounts Receivable or similar accounting role
• Strong proficiency in Microsoft Excel (advanced level required)
• Experience with accounting systems and customer billing portals
• Solid understanding of A/R processes, reconciliation, and payment applications
• High attention to detail and accuracy

• Strong organizational and time management skills
• Analytical mindset with problem-solving ability
• Effective written and verbal communication
• Professional, courteous, and client-focused approach
• Ability to manage multiple tasks and meet deadlines
• Self-starter with the ability to work independently

• Accounting / Finance: QuickBooks, NetSuite, Microsoft Business Central, or similar (preferred)
• Data & Reporting: Microsoft Excel (advanced), Google Sheets
• Communication: Microsoft Outlook, Slack, Microsoft Teams
• Customer Portals: Vendor/customer billing portals (various)

• Contracted Hours per Week: 30 - 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 8 AM to 5 PM client local time (EST or PST)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior Level
• Contracted Hours per Week: 30 - 40 hours/week
• Daily Working Time: 8 AM-5 PM EST or PST
• Scheduled Working Days: Monday-Friday
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English (Fluent)
• ACCENT PREFERENCE: Level A–C (Good English communication required)
  
• REGION PREFERENCES: Any