Accounts Receivable Specialist
115 Broadway, 14th Floor New York, NY 10006 US
Job Description
Key Responsibilities:
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Prepare and issue invoices for both contract-based and on-demand clients.
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Record journal entries and ensure all transactions are accurately posted.
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Apply customer payments promptly and accurately.
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Reconcile daily payment activity, settlement batches, and bank deposits.
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Perform reconciliations of general ledger accounts and individual customer accounts.
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Maintain up-to-date and accurate billing and customer records.
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Investigate and resolve discrepancies related to billing and account balances.
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Manage and update customer information on billing portals.
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Respond to customer inquiries and follow through on unresolved issues.
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Initiate collection efforts on overdue accounts and work with clients to negotiate payment arrangements.
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Perform credit checks on new customers to assess risk.
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Collaborate with internal departments to address invoicing or account-related issues.
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Review customer contracts to ensure billing details are accurate and complete.
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Monitor and report key accounts receivable metrics, including aging reports and Days Sales Outstanding (DSO).
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Participate in special projects and ad hoc assignments as needed.
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Contribute to the ongoing enhancement of accounts receivable processes and procedures.
Qualifications:
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Minimum of 2 years of experience in Accounts Receivable or general Accounting, with a strong emphasis on collections.
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Proficient in Microsoft Excel and Outlook, with the ability to efficiently manage data and communication.
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Experience working with ERP systems or accounting software platforms.
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Strong verbal and written communication skills, with the ability to build positive relationships across teams and with customers.
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Excellent organizational skills and a proactive approach to problem-solving.
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High attention to detail, with a consistent ability to meet deadlines in a time-sensitive environment.
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Comfortable working in a fast-paced, dynamic setting while maintaining accuracy and focus.
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Self-motivated and capable of managing tasks independently with minimal supervision.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.