Summary
The Accounts Receivable performs tasks that help us monitor and collect our revenues. As the AR/Billing Clerk, you are responsible for keeping track of money owed to us by customers, preparing invoices, sending statements, reconciling accounts, maintaining client records, determining delinquent accounts, collection attempts, and filing legal documents for payment. You must be accurate and reliable in handling accounts and documents. Being good at math and having a high degree of organizational ability are essential due to the volume of financial information that you will process. The goal is to contribute to the accurate preparation of invoices, receive timely payment, and safeguard the company's income. Great customer service skills are also required since you will be dealing directly with our customers, and other employees and answering our main phone line as needed.
Duties And Responsibilities
- Records revenue by verifying transaction information; preparing and mailing invoices; computing charges and refunds; and identifying delinquent accounts and insufficient payments.
- Prepare invoices & process incoming payments in compliance with financial policies and procedures.
- Prepare customer-specific billing forms and submit them online if required.
- Complete and send appropriate releases for invoices and payments.
- Send preliminary notices, file mechanics liens at the County Recorder's Office when needed and track related deadlines.
- Update accounting records with new payments, balances, customer information, etc.
- Run internal reports to identify delinquent accounts.
- Facilitate payment of invoices due by sending bill reminders and contacting clients.
- Answer questions and handle complaints from customers regarding invoices.
- Maintains financial security by following internal accounting controls.
- Maintains financial historical records in accounting software and project management software.
- Resolves account discrepancies by investigating documentation.
- Issue customer account statements periodically or whenever necessary.
- Prepare job reconciliations in Excel when needed.
- Answer the main telephone line when needed.
- Duties and responsibilities may be changed at any time
- General office duties are shared among all employees when necessary*
Qualifications
Education and Experience
One-year certificate from college or technical school; or six to twelve months related experience and/or training; or equivalent combination of education and experience.
Qualifications
- Proven working experience as an accounts receivable clerk, accounts receivable manager, or accountant
- Solid understanding of basic accounting principles
- Proven ability to calculate, post, and manage accounting figures and financial records
- Hands-on experience in operating spreadsheets and accounting software, experience using SAGE 100 Contractor is a plus
- Customer service orientation and negotiation skills
- High degree of accuracy and attention to detail
Physical Requirements
- Sitting: Sitting at a desk for the majority of the day.
- Handling: Seizes, helps, or works with hands.
- Lifting: Raises or lowers miscellaneous paperwork.
- Reaching: Extends hands and arms in any direction.
- Vision: Read computers and paperwork.
- Stooping: Bends body downward and forward by bending at knees or waist.
- Standing: Remains in a standing position if required to perform various functions of the job.
- Talking: Communicating by phone and in person.
- Walking and moving about on foot.
