Job Description
Job Description
We’re looking for a highly organized and experienced Accounts Receivable Specialist to join our team! This position plays a vital role in ensuring the financial health of our projects by managing customer invoicing, maintaining accurate records, and supporting coordination between the field and office.
If you’re detail-driven, thrive in a fast-paced environment, and enjoy working with both numbers and people—this is your chance to contribute to a growing and dynamic company.
What You’ll Do
- Process, verify, and post incoming customer payments accurately and efficiently.
- Generate and send invoices in a timely manner based on project billing terms.
- Reconcile the accounts receivable ledger and resolve any discrepancies.
- Communicate with customers regarding overdue invoices and payment status.
- Prepare monthly accounts receivable reports, including aging summaries.
- Verify project taxability and sales tax application for accurate job setup and billing.
- Coordinate with jobsite supervisors and project managers to gather necessary billing information and resolve project-related account issues.
- Set up all new jobs in the Vista by Viewpoint ERP system with correct tax codes, contract terms, and billing details.
- Produce regular job cost reports and assist project managers in tracking budgeted versus actual costs.
- Coordinate and support the entry of jobsite data into the TRACK system for customers requiring this integration.
What We’re Looking For
- 5+ years in accounts receivable, bookkeeping, or related accounting roles within a project-based environment.
- High school diploma required; Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
- Advanced Microsoft Excel REQUIRED (pivot tables, formulas, VLOOKUP, etc.).
- Experience with Vista by Viewpoint ERP system is preferred.
- Familiarity with TRACK jobsite reporting software is a plus.
- Understanding of GAAP principles and job cost accounting.
- Strong written and verbal skills to coordinate effectively with field personnel, internal teams, and customers.
- Exceptional accuracy and organizational skills with a proactive, problem-solving mindset.
What We Offer
- Competitive salary based on experience.
- 100% company-paid health and dental insurance for employees.
- Optional dependent and family coverage available.
- 401(k) plan with employer match.
- Paid vacation, sick leave, and holidays.
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