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Form of workJob Summary:
The Account Specialist will assist in ensuring that the company receives payment for goods and services offered to clients. Duties will include but are not limited to monthly billing, recording of payments, sending past due notifications, answering client communication and compliance monitoring. The ideal candidate will have a working knowledge of QuickBooks as well as an understanding of month end close processes.
Supervisory Responsibilities:
The Account Specialist will assist in ensuring that the company receives payment for goods and services offered to clients. Duties will include but are not limited to monthly billing, recording of payments, sending past due notifications, answering client communication and compliance monitoring. The ideal candidate will have a working knowledge of QuickBooks as well as an understanding of month end close processes.
Supervisory Responsibilities:
- None.
- Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
- Creates invoices according to company practices; submits invoices to customers monthly.
- Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.
- Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files, and contacts delinquent account holders to request payment.
- Research customer discrepancies and past-due amounts and communicate those to the client.
- Collaborates with the Controller to reconcile accounts receivable on a periodic (at least bimonthly) basis.
- Monitors and submits client compliance with various partners.
- Requests and communicates Certificate of Insurance documents for client compliance.
- Copies, files, and retrieves materials for accounts as needed.
- Reviews, enters, and verifies contracts for new and existing clients. Answers client questions on billing based on contract information.
- Allocates and monitors spending across multiple regions according to company practices.
- Verifies and submits payments to vendors as needed.
- Prepares and submits basic accounting entries under the direction of the Controller.
- Assists with payroll processing and reconciliation processes.
- Assists with budget creation, analysis, and communication to Regional Managers.
- Relays changes of information to appropriate employees, managers, or clients.
- Performs other related duties as assigned.
- Ability to work independently and in a fast-paced environment.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
- Proficient in Quickbooks online.
- Salesforce CRM experience.
- Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
- Ability to anticipate work needs and interact professionally with customers.
- Excellent organizational skills and attention to detail.
- High school diploma or equivalent required; associate or bachelor's degree in accounting preferred.
- At least two years of related experience required.
- Office is in Gilbert, AZ this position has the ability to work a hybrid schedule.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
