Accounts Receivables Specialist

Posted 2 Days Ago
Be an Early Applicant
Rochester, NY, USA
In-Office
60K-65K Annually
Entry level
Cloud • Information Technology
The Role
Manage the accounts receivable lifecycle, including invoice preparation, payment submissions, aging reports, collections calls, customer reconciliations, general ledger entries, and project setup in Sage Intacct and Datto. Maintain AR inboxes, update project and milestone information, monitor billing and backlog reports, support month-end close, and assist with audits and accounting projects.
Summary Generated by Built In
As an Accounts Receivable Specialist, you'll manage the full billing and project setup lifecycle for Innovative Solutions — from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You'll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.

 

What You’ll Do

  • Prepare invoice exports and ensure invoices are accurately generated and delivered
  • Generating new invoices and submitting them for payment via payment portal
  • Run aging reports daily and make collection calls on outstanding receivables
  • Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
  • Review the AR inbox and set up all projects in Sage Intacct and Datto
  • Manage the AR Inbox and respond to customer inquires 
  • Manage project changes including updates to dates, active contracts, and other project parameters
  • Keep milestone dates updated based on communication from Project Managers
  • Run invoice, aging, and backlog reports daily to monitor financial health
  • Perform general ledger entries and customer reconciliations
  • Assist with accounting projects, audits, or other related tasks and responsibilities as assigned

 

How You'll Be Successful:

  • Impeccable attention to detail and enormously high standards for accuracy
  • Collaborative team player, highly coachable, and open to feedback
  • Highly adaptive and accepting of constant change
  • Eager to find efficient ways to improve processes and workflows
  • Tech-savy, with the strong motivation to learn new systems

Required Skills

  • Experience with Accounts Receivable required
  • High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, etc.)

Preferred 

  • Associate’s degree in accounting or a similar field
  • Prior collections experience
  •  Experience with accounting software ( Sage Intact) preferred
  • Exceptional problem-solving skills
  • Uncompromised integrity
  • Self-motivation, with strong drive and ambition

Skills Required

  • Experience with accounts receivable
  • High proficiency with Microsoft Excel, including pivot tables and spreadsheets
  • Associate's degree in accounting or a similar field
  • Prior collections experience
  • Experience with accounting software, including Sage Intacct
  • Exceptional problem-solving skills
  • Uncompromised integrity
  • Self-motivation and strong drive and ambition
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The Company
HQ: Karāchi
489 Employees
Year Founded: 1989

What We Do

Innovative Solutions is focused on helping every small to midsize business, across the U.S. and Canada, leverage the power of the cloud to drive business growth. As an AWS Premier Tier Services Partner, we specialize in cloud consulting, cloud migrations, cloud optimization, and cloud-native development. At Innovative, the customer always comes first. There is no ‘one size fits all’ mentality. Our team is flexible and will work with you to navigate the cloud in a way that aligns with your individual business needs. From the very first interaction, and every step along the way, we’re committed to doing what’s right for your business, your productivity, and your bottom line.

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