Accounts Receivable Specialist at Cadet Home Services LLC – Rockwall, Texas

Summary

The Accounts Receivable Specialist reports to the Controller and is responsible for ensuring that the company receives payments for goods and services and records these transactions accurately. This role includes preparing and sending invoices, processing incoming payments, reconciling account balances, and maintaining accurate financial records. The AR Specialist plays a critical role in ensuring the financial stability of the organization by managing customer accounts and reducing overdue balances.

Job Responsibilities

• Prepare, generate, and send out invoices to customers based on the terms of sales or service agreements
• Ensure all customer invoices are processed accurately and on time
• Monitor and follow up on outstanding invoices to ensure timely payment
• Maintaining bookkeeping databases and spreadsheets and updating information as needed
• Creating reports and balance sheets that document overall profits and losses
• Updating client accounts based on payment or contact information
• Process incoming payments, including checks, electronic transfers, and credit card payments
• Accurately record payments in the accounting system and apply them to the correct customer accounts
• Verify discrepancies and resolve customer billing issues in a timely manner
• Maintain accurate records of receivables, ensuring that balances match both internal systems and customer records
• Monitor customer accounts to identify overdue payments and take appropriate action (e.g., sending reminder notices, following up by phone or email)
• Serve as the main point of contact for customers regarding invoicing and payment-related questions
• Provide excellent customer service by addressing billing concerns professionally and promptly
• Work to build strong relationships with customers to ensure future payments are made on time

• Bachelor's degree in Accounting, Finance, or Business Administration preferred
• 3-5 years of AR experience required. Work within the construction industry is preferred
• Excellent communication - Must be able to communicate with clients, requesting payment or setting up payment plans
• Strong project management skills - Must be able to manage multiple projects simultaneously, so they need to be flexible enough to handle lots of information at once
• Organizational skills - Must be able to stay on track and ensure records and reports remain accurate
• Proficiency in accounting software, such as Sage Intacct (preferred) or QuickBooks