AR Specialist

KBW Financial has partnered with a reputable organization based out of Worcester County MA that is actively looking to add an AR Specialist to their growing team! The AR Specialist will report to AR Manager, and assist with payment processing, account management, as well as reporting. The AR Specialist will perform the following:



Responsibility:

• Maintain accurate accounts receivable records across accounting and operational systems, ensuring all customer information, balances, and payment activity are consistently updated.
• Process and apply incoming payments (ACH, checks, and electronic transfers), ensuring proper reconciliation against invoices and resolving any discrepancies promptly.
• Generate and issue customer invoices based on completed work and contractual terms, ensuring accuracy in billing details and supporting documentation.
• Review contracts, billing data, and job details to confirm accuracy prior to invoicing and identify any inconsistencies.
• Monitor aging accounts and follow up on overdue balances, coordinating collection efforts in accordance with company policies.
• Communicate regularly with clients regarding billing questions, payment status, and outstanding invoices, while maintaining a high level of customer service.
• Act as a key contact for billing inquiries and COI requests, working to resolve issues efficiently and professionally.
• Partner with internal teams such as sales and operations to research and resolve billing discrepancies or account issues.
• Prepare recurring AR reporting, including aging schedules, payment trends, and outstanding balance summaries for management review.
• Support month-end and year-end close activities, including assisting with reconciliations and entering inventory or equipment usage data as needed.
• Assist with audit preparation by gathering and organizing required accounts receivable documentation.
• Ensure all AR activities comply with internal policies and GAAP standards.
• Participate in administrative support tasks such as handling mail, filing, document preparation, phone coverage, and general office duties as needed.
• Occasionally support coordination of internal events or company initiatives.
• Collaborate with the AR Manager to identify opportunities for process improvements and increased efficiency within the AR function.
• Stay informed on best practices in accounts receivable and contribute ideas for improving workflows, reporting, and systems usage.
• Help implement process enhancements and tools that improve accuracy, efficiency, and overall AR performance.
• Carry out additional responsibilities as assigned to support the department’s needs

All interested candidates should submit resumes in Word format via email to Jimmy Oates at [email protected]


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