Job Description

Job Description

Job Description

Job Summary:

We’re growing and looking for a detail-oriented, organized, and tech-savvy Accounts Receivable (AR) Clerk to join our fast-paced finance team. This role is essential to the efficiency of our AR and cash application processes, particularly as we continue to expand through acquisitions. The AR Clerk will post incoming payments, reconcile accounts, and support accurate and timely application of cash receipts, ensuring the company receives payment for goods and services offered to clients.

We offer medical/dental/vision coverage, 401(k) plan matched each paycheck with 100% vesting immediately, 3 weeks of paid time-off, paid company holidays, paid parental leave, competitive pay with bonus opportunity!!

Supervisory Responsibilities:

• None

Essential Job Functions:

• Post all incoming payments—including ACH, wires, credit cards, checks, and local deposits—accurately and timely into Sage 300.
• Utilize IREC (Intelligent Receivables by HighRadius/Bank of America), our AI-powered cash application platform:
  o Review and approve automated payment matches daily.
  o Research and manually resolve 50–120 daily exceptions due to missing/inconsistent remittance or unmatched transactions not picked up by AI.
  o Validate and manually post exceptions in Sage 300 with precision.
• Use Microsoft Excel extensively to:
  o Investigate and reconcile IREC exceptions.
  o Post payments outside of IREC automation (credit card transactions, remote check deposits, miscellaneous items).
  o Perform daily reconciliation between Sage 300, bank activity, and supporting documentation.
• Process customer refunds and set up AutoPay agreements through OrbiPay, a secure electronic payment platform.
• Support AR representatives by researching unidentified or misapplied payments and assisting with account resolution.
• Maintain and update customer files, including name or address changes, mergers, and mailing attentions.
• Draft correspondence for standard past-due accounts and collections, identify delinquent accounts, and contact delinquent accountholders to request payment.
• Create reports on the current status of customer accounts as requested.
• Assist with monthly billing statement generation and revenue account reconciliation.
• Collaborate with AR teams from acquired companies to reconcile historical AR data and integrate legacy accounts.
• Communicate professionally with internal teams, including General Managers, to resolve payment questions or match internal references.
• Could assist with routine data entry for accounting records, including accounts payable, billing, and general ledger.
• Performs other related duties as assigned.

Experience & Qualifications:

• High school diploma or equivalent required; Associate’s or Bachelor’s degree in Accounting preferred.
• 3+ years of experience in Accounts Receivable or a similar finance role, preferably in a high-volume environment (700–1,000 payments/day).
• Advanced Microsoft Excel proficiency (pivot tables, VLOOKUP, filters, formulas, etc.).
• Experience with ERP systems, with Sage 300 strongly preferred.
• Comfort using AI-powered or automated financial tools.
• Strong written and verbal communication skills.
• High attention to detail with strong problem-solving and organizational skills.
• Ability to work independently and manage shifting priorities in a fast-paced environment.
• Ability to anticipate work needs and interact professionally with employees and customers.

Bonus Qualification:

• Experience supporting AR during acquisition transitions.
• Familiarity with cash application automation tools.
• Knowledge of unapplied cash workflows and payment research processes.
• Exposure to electronic payment platforms or banking integration systems.

Physical Requirements:

• Prolonged periods of sitting at a desk, talking on the phone, attending virtual online meetings, and working on a computer.
• Must be able to lift up to 15 pounds at times.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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