Accounts Receivable Specialist

Position Summary:

Reporting to the Team Lead, Accounts Receivable, the Accounts Receivable Specialist is responsible for contacting overdue accounts within an assigned portfolio of strategic customers to collect outstanding balances in a timely manner. The successful candidate will have experience with building relationships with internal partners and account reconciliations. They will have strong communication skills and understand how to work effectively cross functionally with a broad group of stake holders.

To be successful, the candidate must have the ability to build relationships and be a proactive team player. A “Roll-Up-Your-Sleeves” and “Get it Done” attitude is a must. The candidate must have strong attention to detail and have previously demonstrated the ability to excel in a fast paced, high-volume, complex environment. Prior experience in finance is required, with preference given to candidates with accounts receivable experience.

Key Responsibilities:

• Collection’s activities relating to mixed portfolio of customer accounts, including communication with clients regarding collections issues, actions, payment inquiries and invoicing.
• Update and maintain accurate customer files with all applicable correspondence and report to Management on status as required.
• Communication with clients within assigned portfolio regarding collections issues, actions, payment inquires, invoicing and account reconciliation.
• Recognize billing issues through research and regular reconciliation.
• Preparation of monthly account breakdowns and analysis, as required by the Manager and customers.
• Compilation and provision of invoice copies, credits and unapplied payment details, as required.
• Preparation and reconciliation of accounts, unapplied credit balances, credit notes as assigned.
• Coordination of monthly pre-authorized payments with customers and the Payments team for assigned portfolio.
• Participate in conference calls with customers and internal partners supporting recovery of past due invoices.
• Any ad hoc tasks assigned by management as required to support the overall team objectives and success of the AR.

Required Experience:

• Bachelor's degree in accounting or 3+ year's experience processing accounts receivable.
• AI Fluency and/or use of M365 Copilot
• Must possess a high level of moral judgment for handling confidential information and monetary transactions
• Strong diplomatic, negotiation and conflict resolution skills in order to handle late payment discussions
• Effective attention to detail and high degree of accuracy managing reconciliations
• Able to effectively communicate both verbally and in writing
• Must be a team player and have the ability to effectively work within a strong cross functional environment.
• Sound analytical thinking, planning, prioritizing and execution skills
• Excellent computer skills with a strong working knowledge in Microsoft Word and Excel
• Working understanding with the US Health Care system - would be a benefit