AR – Implementation Specialist at Southwest Strategies LLC – San Diego, California

Classification

Exempt

Summary

Southwest Strategies Group is seeking a Full-Time AR – Implementation Specialist to join our team. We are looking for a detail-oriented professional to manage the full accounts receivable cycle, including invoicing, collections, and reconciliations. This role will also lead the Sage Intacct implementation, ensuring seamless system configuration, data migration, and user training. The ideal candidate has 3+ years of AR or finance experience, proficiency in Sage Intacct and Excel, and strong analytical skills to drive financial reporting and process improvements.

Southwest Strategies Group is focused on building leaders in our industry and community. Our group of companies is comprised of award-winning institutions across the state: BergDavis Public Affairs, ColLAborate, Katz & Associates, and Southwest Strategies. With nearly 100 professionals with diverse backgrounds and experience and offices across the state, our team is uniquely positioned to meet stakeholders where they are. We approach every project as a trusted partner, leveraging our decades of expertise to provide custom strategies that help our clients get results.

Position:

This position is based at our headquarters in San Diego, CA (Del Mar Heights neighborhood). This is primarily an on-site role, with a minimum of 3 days in the office (Tuesday/Wednesday required and a third day to be confirmed by the employee/manager).

Salary Range: $80,000-$95,000 (dependent on experience)

Key Responsibilities:

Accounts Receivable Management

• Manage the full accounts receivable cycle, including invoicing, collections, and reconciliations
• Monitor customer accounts for outstanding balances and follow up on overdue payments
• Prepare and analyze AR aging reports to identify collection issues and develop strategies for resolution
• Maintain accurate records of all transactions and communications with customers

Sage Intacct Implementation

• Lead the implementation of Sage Intacct software, including needs assessment, system configuration, and data migration
• Collaborate with cross-functional teams to gather requirements and define business processes
• Conduct user training and provide ongoing support to ensure successful adoption of the software
• Develop and maintain documentation for processes, procedures, and system configurations
• Troubleshoot and resolve issues related to Sage Intacct functionality

Reporting and Analysis

• Generate and analyze financial reports related to accounts receivable and cash flow
• Provide insights and recommendations for process improvements and efficiencies
• Assist in month-end and year-end closing processes
• Understanding of Project Management, budget tracking, billing etc
• Prepare and analyze financial reports on a weekly/monthly basis to track key performance indicators

What we offer:

• Competitive salary with opportunities for growth
• Benefits including comprehensive medical care, flexible spending accounts, paid time off and profit sharing
• Opportunities to work on impactful projects that affect the future of our state
• Opportunities to engage with some of the region's most influential stakeholders

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field
• 3+ years of experience in accounts receivable or finance roles
• Experience with Sage Intacct is strongly preferred
• Strong understanding of financial principles and accounting practices
• Excellent analytical and problem-solving skills
• Proficient in Microsoft Excel and other financial software
• Strong communication and interpersonal skills