Accounts Receivables Specialist

United States·RochesterFull-Timemid

Finance & AccountingAccounts Receivable Specialist

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Quick Summary

Overview

As an Accounts Receivable Specialist,

Technical Tools

Finance & AccountingAccounts Receivable Specialist

As an Accounts Receivable Specialist, you'll manage the full billing and project setup lifecycle for Innovative Solutions — from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You'll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.

Responsibilities

~1 min read

→Prepare invoice exports and ensure invoices are accurately generated and delivered
→Run aging reports daily and make collection calls on outstanding receivables
→Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
→Review the AR inbox and set up all projects in Sage Intacct and Datto
→Manage project changes including updates to dates, active contracts, and other project parameters
→Keep milestone dates updated based on communication from Project Managers
→Run invoice, aging, and backlog reports daily to monitor financial health
→Perform general ledger entries and customer reconciliations
→Assist with accounting projects, audits, or other related tasks and responsibilities as assigned

Impeccable attention to detail and enormously high standards for accuracy
Collaborative team player, highly coachable, and open to feedback
Highly adaptive and accepting of constant change
Eager to find efficient ways to improve processes and workflows

Experience with Accounts Receivable required
Experience with accounting software (Sage Intacct) preferred
High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, VLOOKUPs, IF statements, etc.)