5 Accounts Receivable Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Accounts Receivable Clerk to join our finance team at [$COMPANY_NAME]. In this role, you will be responsible for managing incoming payments, maintaining accurate financial records, and ensuring timely invoicing. This position requires a strong understanding of accounting principles and excellent organizational skills to support our financial operations.

Responsibilities

• Process and post incoming payments accurately and timely, ensuring all transactions are recorded in our accounting system.
• Prepare and send invoices to clients, following up on outstanding payments and resolving any discrepancies.
• Reconcile accounts receivable transactions and maintain accurate records to ensure compliance with financial policies.
• Assist in the preparation of financial reports related to accounts receivable and contribute to monthly closings.
• Collaborate with internal departments to resolve billing issues and improve overall accounts receivable processes.
• Maintain up-to-date customer data and ensure confidentiality of financial information.

Required and Preferred Qualifications

Required:

• High school diploma or equivalent; associate degree in accounting or finance preferred.
• 2+ years of experience in accounts receivable or a related financial role.
• Proficient in Microsoft Excel and experience with accounting software (e.g., QuickBooks, SAP).
• Strong attention to detail and accuracy in data entry and financial reporting.

Preferred:

• Experience in a fast-paced environment with a focus on process improvement.
• Knowledge of general accounting principles and practices.
• Excellent communication skills, both written and verbal, to interact effectively with clients and team members.

Technical Skills and Relevant Technologies

• Proficient in accounting software and Microsoft Office Suite, particularly Excel.
• Familiarity with automated billing systems and electronic payment processing.
• Basic understanding of accounting principles and financial reporting.

Soft Skills and Cultural Fit

• Strong organizational and time management skills to prioritize tasks effectively.
• Ability to work independently and collaboratively within a team environment.
• Proactive approach to problem-solving and a commitment to continuous improvement.
• Strong ethical standards and a commitment to maintaining confidentiality.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holidays
• Professional development opportunities

Location

This role requires successful candidates to be based in-person at [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for an Accounts Receivable Specialist to manage our billing and collections processes at [$COMPANY_NAME]. In this role, you will be pivotal in ensuring timely collections and maintaining accurate financial records. You will collaborate closely with internal teams to resolve discrepancies and improve our overall accounts receivable processes.

Responsibilities

• Process and manage invoices, ensuring accuracy and timely issuance to clients
• Monitor accounts receivable aging reports and follow up on overdue accounts
• Collaborate with the sales and customer service teams to resolve billing inquiries and disputes
• Perform reconciliations of accounts and assist in month-end closing activities
• Develop and maintain positive relationships with clients to facilitate effective collections
• Analyze accounts for potential credit risks and recommend appropriate actions

Required and Preferred Qualifications

Required:

• 2+ years of experience in accounts receivable or a related financial role
• Proficient in accounting software and Microsoft Excel
• Strong attention to detail and excellent organizational skills
• Ability to communicate effectively with clients and internal stakeholders

Preferred:

• Experience with ERP systems, such as SAP or Oracle
• Knowledge of relevant regulations and best practices in accounts receivable
• Experience in a high-volume billing environment

Technical Skills and Relevant Technologies

• Proficiency in accounting software, such as QuickBooks or FreshBooks
• Strong command of Excel functions, including VLOOKUP and pivot tables
• Experience with automated billing systems and electronic payment processing

Soft Skills and Cultural Fit

• Exceptional interpersonal skills and a customer-centric approach
• Strong analytical and problem-solving capabilities
• Ability to work independently and as part of a team
• Highly motivated with a proactive attitude towards continuous improvement

Benefits and Perks

At [$COMPANY_NAME], we offer a competitive salary and a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• Retirement plans with company matching
• Paid time off and holiday pay
• Opportunities for professional development and training
• Collaborative and inclusive work environment

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage all qualified applicants to apply, regardless of race, gender, sexual orientation, disability, or any other characteristic protected by applicable law.

Location

This role requires successful candidates to be based in-person at our office located in [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if they do not meet all the qualifications listed.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Accounts Receivable Analyst to join our finance team at [$COMPANY_NAME]. In this role, you will leverage your analytical skills to manage and optimize the accounts receivable process, ensuring timely collection of revenue while maintaining strong relationships with our clients.

Responsibilities

• Manage the end-to-end accounts receivable process, including invoicing, collections, and cash application
• Analyze customer payment patterns and develop strategies to reduce overdue accounts
• Prepare and maintain accurate accounts receivable aging reports and provide insights to management
• Collaborate with cross-functional teams, including sales and customer service, to resolve billing discrepancies
• Assist in the monthly closing process, ensuring all accounts are reconciled and discrepancies addressed
• Support audits by providing necessary documentation and explanations regarding accounts receivable balances
• Continuously improve accounts receivable processes and systems for efficiency and accuracy

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Accounting, or a related field
• 2+ years of experience in accounts receivable or finance-related roles
• Strong understanding of accounting principles and financial reporting
• Proficient in Microsoft Excel and experience with accounting software (e.g., QuickBooks, SAP)

Preferred:

• Experience in a fast-paced or high-growth environment
• Knowledge of accounts receivable management best practices
• Familiarity with data analysis tools and techniques

Technical Skills and Relevant Technologies

• Advanced proficiency in Excel, including pivot tables and v-lookups
• Experience with ERP systems for financial management
• Understanding of financial modeling and forecasting

Soft Skills and Cultural Fit

• Excellent analytical and problem-solving skills
• Strong attention to detail and commitment to accuracy
• Ability to communicate clearly and effectively with clients and internal stakeholders
• Proactive mindset with a focus on continuous improvement
• Adaptable and able to thrive in a dynamic work environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plans with company matching
• Professional development opportunities
• Flexible working hours and hybrid working arrangements
• Paid time off and holidays

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, or any other basis protected by applicable law.

Location

This role requires successful candidates to work from the office at least 3 days a week.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented and experienced Senior Accounts Receivable Specialist to join our finance team at [$COMPANY_NAME]. In this role, you will be responsible for managing the accounts receivable process, ensuring timely invoicing, collections, and resolving discrepancies while maintaining strong relationships with our clients.

Responsibilities

• Oversee the end-to-end accounts receivable process, including invoicing, cash application, collections, and reconciliation of customer accounts
• Develop and maintain relationships with key clients to facilitate timely payments and resolve inquiries
• Analyze accounts receivable aging reports to identify and pursue outstanding collections
• Implement and refine processes to improve cash flow and reduce days sales outstanding (DSO)
• Collaborate with cross-functional teams, including sales and customer service, to resolve billing issues and ensure customer satisfaction
• Prepare and present regular reports on accounts receivable metrics and trends to management
• Mentor junior staff and assist in training them on accounts receivable procedures and best practices

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Accounting, or a related field
• 5+ years of experience in accounts receivable or finance, with a proven track record of managing collections and invoicing
• Strong understanding of accounting principles and financial reporting
• Proficiency in accounting software and Microsoft Excel
• Excellent analytical skills with attention to detail

Preferred:

• Experience with ERP systems (e.g., SAP, Oracle) and accounts receivable automation tools
• Certification in Accounts Receivable or related financial certifications (e.g., CPA, CMA)
• Familiarity with revenue recognition standards and regulations

Technical Skills and Relevant Technologies

• Advanced proficiency in Microsoft Excel, including pivot tables and complex formulas
• Experience with accounting software (e.g., QuickBooks, NetSuite)
• Knowledge of data analysis tools for reporting purposes

Soft Skills and Cultural Fit

• Exceptional communication and interpersonal skills, capable of building relationships both internally and externally
• Strong problem-solving abilities with a proactive approach to identifying issues and implementing solutions
• Ability to work independently as well as collaboratively in a team-focused environment
• Adaptability to changing priorities and deadlines in a fast-paced setting
• Commitment to continuous improvement and professional development

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance
• Retirement savings plan with company matching
• Generous paid time off and holiday schedule
• Professional development opportunities
• Wellness programs and employee assistance programs

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse workplace and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, or veteran status.

Location

This role requires successful candidates to be based in-person at our office in [$COMPANY_LOCATION].

We encourage applicants from all backgrounds to apply, even if you don't meet every requirement. Your unique experiences and perspectives can contribute to our team's success.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented and strategic Accounts Receivable Manager to lead our financial operations related to customer invoicing, collections, and cash application. In this role, you will oversee the accounts receivable team, ensuring timely collection of receivables while maintaining strong relationships with clients and internal stakeholders.

Responsibilities

• Develop and implement efficient accounts receivable processes and policies to enhance cash flow and minimize aging receivables
• Lead, mentor, and develop a high-performing accounts receivable team, focusing on professional growth and continuous improvement
• Monitor and analyze accounts receivable aging reports, identifying trends or issues and implementing corrective actions as necessary
• Manage customer invoicing and billing processes, ensuring accuracy and compliance with contractual terms
• Collaborate with cross-functional teams to resolve customer disputes or discrepancies in a timely manner
• Prepare and present regular reports on accounts receivable status, collections metrics, and cash flow forecasts to senior management

Required and Preferred Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, or a related field
• 5+ years of experience in accounts receivable management or a similar financial role
• Strong knowledge of accounting principles and financial regulations
• Proven track record of improving collections processes and reducing days sales outstanding (DSO)
• Excellent analytical skills with the ability to interpret financial data and generate actionable insights

Preferred:

• Experience with accounting software (e.g., QuickBooks, SAP, Oracle) and proficiency in Microsoft Excel
• Strong leadership and team-building skills, with a focus on fostering a collaborative work environment
• Experience in managing remote teams and implementing digital solutions for streamlined processes

Technical Skills and Relevant Technologies

• Proficiency in financial reporting and accounts receivable management software
• Familiarity with CRM systems to enhance customer relationship management
• Ability to leverage data analytics tools for performance monitoring and reporting

Soft Skills and Cultural Fit

• Exceptional communication skills, both verbal and written, with the ability to engage with stakeholders at all levels
• Strong problem-solving abilities and a proactive approach to resolving issues
• Ability to work independently in a fully remote setting while maintaining high levels of productivity
• A collaborative mindset that embraces teamwork and supports a positive work culture

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance
• 401(k) plan with company match
• Generous paid time off (PTO) policy
• Professional development and continuing education reimbursement
• Flexible work hours and remote work environment

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We welcome applicants of all backgrounds and experiences and are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.