Accounts Receivable Specialist bei Sunshine Sachs Morgan & Lyli
Sunshine Sachs Morgan & Lyli · New York, Vereinigte Staaten Von Amerika · Hybrid
- Optionales Büro in New York
We are seeking a detail-oriented and proactive Accounts Receivable (AR) Specialist to join our finance team. The AR Specialist will be responsible for managing billing processes, tracking outstanding invoices, ensuring timely collections, and maintaining accurate financial records. This role is essential to supporting healthy cash flow and strong customer relationships.
Responsibilities Include:
- Prepare, issue, and manage customer invoices in an accurate and timely manner.
- Monitor accounts receivable aging reports and follow up on overdue accounts.
- Process and apply customer payments (ACH, wire transfers, checks, credit cards).
- Communicate with customers regarding billing questions, payment status, and discrepancies.
- Resolve payment issues, disputes, short-pays, and chargebacks.
- Maintain up-to-date customer account information and documentation.
- Assist with monthly closing activities, including AR reconciliations and reporting.
- Collaborate with client leads to ensure billing accuracy.
- Support audits by providing documentation and explanations as needed.
- Collaborating across the finance team on ad-hoc projects.
Qualifications:
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
- 2+ years of experience in accounts receivable or related accounting role.
- Strong understanding of basic accounting principles.
- Proficiency with accounting software (e.g., Sage)
- Advanced Excel skills (VLOOKUP, pivot tables, formulas).
- Excellent attention to detail and organizational skills.
- Strong communication and customer service abilities.
- Ability to manage multiple priorities and meet deadlines.
Work Environment
- Full-time position; 2 full days in office
- Fast-paced environment requiring strong problem-solving and follow-through.
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