5 Accounts Receivable Job Description Templates and Examples

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.

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

[$COMPANY_NAME] is hiring an Accounts Receivable Analyst to own invoice-to-cash processes, reduce days sales outstanding (DSO), and strengthen cash flow controls. You will operate at the intersection of accounting, data analysis, and operational automation—managing AR ledgers, driving collections strategy, and partnering with Sales and Customer Success to remediate billing disputes. This is a hands-on individual contributor role with high visibility to finance leadership and opportunities to influence ERP and credit policies.

Responsibilities

• Manage end-to-end accounts receivable lifecycle: invoice issuance, application of cash receipts, credit memos, adjustments, and month-end cutoffs.
• Reconcile AR subledgers to the general ledger (GL) and investigate variances; prepare reconciliation documentation for audit and SOX controls.
• Drive collections activity to reduce DSO: prioritize aged receivables, execute structured outreach, negotiate payment arrangements, and escalate high-risk accounts to credit/collections.
• Research and resolve customer disputes and billing exceptions by coordinating with Billing, Sales Ops, and Product teams; document root causes and implement corrective actions.
• Automate repetitive AR tasks using Excel (Power Query, VBA), SQL, Python scripts, or RPA tools to increase straight-through processing and reduce manual interventions.
• Maintain AR aging reports, cash forecasting inputs, and KPIs (DSO, CEI, unapplied cash, dispute aging) for finance leadership and FP&A.
• Support month-end and quarter-end close activities: prepare journal entries, analyze revenue collectability, and supply audit-ready schedules.
• Participate in ERP/financial systems implementations and optimizations (NetSuite, Oracle, SAP, Microsoft Dynamics) providing AR functional requirements and testing.
• Contribute to continuous improvement initiatives: implement collection strategies, update credit policies, and standardize AR procedures and SLAs.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Accounting, Finance, Business Administration, or equivalent experience.
• 2+ years of hands-on accounts receivable or credit & collections experience in a mid-market or enterprise environment.
• Proven experience with ERP systems such as NetSuite, Oracle EBS, SAP, or Microsoft Dynamics; comfortable navigating AR modules and posting cash receipts.
• Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, Power Query); ability to transform large data sets for analysis.
• Strong analytical mindset with experience using SQL or scripting (Python) to query transactional data and produce reconciliations and dashboards.
• Solid understanding of GAAP as it pertains to revenue recognition, accounts receivable, and allowance for doubtful accounts.
• Excellent written and verbal communication skills; experience negotiating payment terms and documenting collection activity.

Preferred:

• Experience working with billing platforms and payment gateways (Stripe, Adyen, Braintree) and applying electronic remittances (lockbox, ERS).
• Familiarity with collections tooling and automation platforms (HighRadius, Esker, UiPath) and experience implementing RPA for AR workflows.
• Certifications such as CPA (in progress/completed), Certified Treasury Professional (CTP), or accounting system certifications.
• Prior exposure to SOX control environments and external audit processes.

Technical Skills and Relevant Technologies

• ERP: NetSuite, Oracle E-Business Suite, SAP, Microsoft Dynamics.
• Billing & Payments: Stripe, Adyen, PayPal, lockbox processing.
• Data & Automation: Excel (Power Query, VBA), SQL (MySQL, PostgreSQL, T-SQL), Python (pandas), RPA (UiPath, Automation Anywhere).
• Reporting & BI: Tableau, Power BI, Looker, or equivalent dashboarding tools.
• Systems integration: REST APIs, SFTP for EDI/AR file exchanges, CSV/ACH file handling.

Soft Skills and Cultural Fit

• Detail-oriented with a bias for accuracy and documentation; consistently produces audit-ready work.
• Clear, professional communicator capable of de-escalating billing disputes and negotiating payment plans with customers.
• Process improvement mindset: tracks metrics, identifies bottlenecks, and drives measurable automation projects.
• Collaborative partner: experience working cross-functionally with Sales, Customer Success, Billing, and Treasury.
• High integrity and adherence to internal controls and compliance standards.
• Adaptable in fast-paced environments and able to prioritize competing deadlines during close periods.

Benefits and Perks

• Competitive salary: [$SALARY_RANGE]
• Comprehensive health, dental, and vision insurance
• 401(k) or local retirement plan with company match
• Paid time off, parental leave, and flexible holiday policy
• Learning & development stipend, professional certification support
• Commuter or home office stipend (where applicable) and wellbeing programs
• Opportunities to lead AR transformation projects and progress into Senior AR, FP&A, or Treasury roles

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to building an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable law. We welcome candidates from non-traditional backgrounds and encourage applications from individuals who may not meet every qualification listed.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and be based in [$COMPANY_LOCATION]; occasional onsite meetings may be required depending on business needs.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is seeking an experienced Accounts Receivable Specialist to own invoice-to-cash execution, drive improvement in collections and reconciliation processes, and partner with cross-functional teams to reduce days sales outstanding (DSO) and improve cash flow predictability. In this role you will manage the end-to-end AR lifecycle for multiple product lines, operate ERP and reporting systems at scale, and implement process and automation improvements that materially impact working capital.

Responsibilities

• Manage full AR lifecycle: generate, distribute, and secure payment for invoices; apply cash receipts; and resolve unapplied cash.
• Execute collections strategy across customer segments (B2B and B2C as applicable), including aging analysis, automated dunning, dispute triage, and escalation to senior finance or legal when required.
• Reconcile AR sub-ledgers to the general ledger monthly, produce clear variance explanations, and coordinate month-end close activities related to receivables.
• Own dispute and deduction workflows: investigate chargebacks, credit memos, short-pays, and coordinate root-cause remediation with sales, operations, and product teams.
• Maintain and optimize billing and payment configurations in ERP/finance systems (e.g., NetSuite, Oracle, SAP, Workday Finance), including implementing automation for recurring billing and electronic payments.
• Operate and enhance collections tooling and communication templates (email, portal, phone), leveraging automation and metrics to increase effectiveness.
• Prepare and deliver AR performance dashboards and KPIs: DSO, aging buckets, days delinquent, dispute rate, and cash conversion metrics to finance leadership.
• Participate in process improvement and system projects (ERP upgrades, payment gateway integrations, RPA) and contribute to requirements, testing, and rollouts.
• Support credit management processes: perform credit checks, maintain credit limits, and document customer payment terms.

Required and Preferred Qualifications

Required:

• 3+ years of hands-on accounts receivable, collections, or credit control experience in a mid-to-large enterprise or high-growth company.
• Proven track record reducing DSO and resolving high-volume aged receivables through structured collections strategies.
• Strong proficiency with accounting fundamentals: AR sub-ledger, revenue recognition implications, reconciliations, and month-end close tasks.
• Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, Power Query) and experience creating repeatable AR reporting.
• Experience with one or more ERP/accounting systems (NetSuite, Oracle, SAP, Microsoft Dynamics, or Workday Finance) and familiarity with integrating payment processors (Stripe, Adyen, PayPal) or lockbox processes.
• Excellent written and verbal communication skills for effective customer negotiation and cross-functional collaboration.
• Bachelor's degree in Accounting, Finance, Business, or equivalent practical experience.

Preferred:

• Experience with SQL to extract and validate AR datasets, or with BI tools (Looker, Tableau, Power BI) to build AR dashboards.
• Experience implementing collections automation, RPA, or custom integrations to improve cash application and reduce manual effort.
• Prior exposure to international billing, multi-currency AR, and global trade/collection considerations.
• Certifications such as Certified Credit and Collection Professional (CCCP) or A/R-related credentials.

Technical Skills and Relevant Technologies

• ERP systems: NetSuite, Oracle ERP Cloud, SAP S/4HANA, Microsoft Dynamics, Workday Finance.
• Payments and cash application: Stripe, Adyen, PayPal, ACH/SEPA, lockbox, bank feeds.
• Data & reporting: Advanced MS Excel (pivot tables, XLOOKUP), SQL (basic to intermediate), BI tools (Looker, Tableau, Power BI).
• Automation & workflow: RPA tools (UiPath, Automation Anywhere), workflow engines, email automation, AR collections platforms.
• Accounting systems integrations: APIs, flat-file imports, middleware (Dell Boomi, Mulesoft) familiarity preferred.

Soft Skills and Cultural Fit

• Highly organized with attention to detail and a demonstrated ability to manage high-volume transactional workloads while maintaining accuracy.
• Analytical mindset: convert AR data into actionable insights and recommend process improvements that reduce risk and increase cash flow.
• Strong stakeholder management: able to negotiate with customers, align cross-functional teams, and communicate status and escalations to finance leadership.
• Process-oriented and documentation-focused: maintain SOPs, runbooks, and perform knowledge transfer to enable scale.
• Proactive problem-solver who can debug complex payment exceptions and lead remediation initiatives.
• Collaborative and inclusive: contributes to a respectful team environment and supports continuous improvement and mentoring of junior staff.

Benefits and Perks

Salary: [$SALARY_RANGE]

Typical benefits package includes:

• Comprehensive medical, dental, and vision insurance options.
• 401(k) or local retirement plan with company match or equivalent.
• Generous PTO, paid parental leave, and paid holidays.
• Annual professional development stipend and support for certifications.
• Flexible work arrangements, commuter benefits, and employee assistance programs.
• Wellness benefits including mental health resources and subsidized fitness programs.

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to building an inclusive workforce. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. We encourage applicants from diverse backgrounds and underrepresented groups to apply.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and located within [$COMPANY_LOCATION] for tax and compliance purposes; occasional travel to local offices may be required.

How to Apply

To apply, please submit your resume and a brief cover letter outlining your relevant AR experience and availability. Only applicants who submit these materials will be considered.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring a Senior Accounts Receivable Specialist to lead end-to-end receivables operations, optimize working capital, and strengthen cash flow controls. You will design and execute AR strategies, own reconciliations and cash application processes, and partner with finance, sales, and customer success to reduce days sales outstanding (DSO) while ensuring compliance with revenue recognition standards such as ASC 606 and internal control frameworks (SOX). This is a senior individual-contributor role with cross-functional leadership responsibilities and opportunities to drive automation and process redesign.

Responsibilities

• Lead the full AR lifecycle: invoice issuance, distribution, dispute resolution, collections, cash application, adjustments, and write-offs for complex enterprise and SMB accounts
• Own month-end and quarter-end AR close activities: aged trial balance reconciliation, AR subledger to general ledger reconciliations, and supporting revenue close for ASC 606
• Develop and monitor KPIs (DSO, CEI, bad debt %, unapplied cash) and deliver weekly/monthly performance reporting to Finance leadership
• Design, implement and maintain AR processes, SLA playbooks, and credit policies; drive continuous improvement projects to reduce manual effort and increase straight-through processing
• Manage high-value escalations and complex disputes in coordination with Sales, Legal, and Product teams to preserve customer relationships while protecting cash collection
• Implement cash application best practices: lockbox, ACH/EFT, COD, SWIFT processing, remittance parsing and automated matching using rule-based engines and machine learning where applicable
• Ensure compliance with internal controls and audit requirements; prepare documentation and support external and internal audits
• Partner with FP&A to forecast expected cash inflows and provide scenario analysis that impacts working capital planning
• Mentor and coach junior AR staff, lead process training, and contribute to hiring and performance reviews

Required and Preferred Qualifications

Required:

• 5+ years of progressive accounts receivable experience in a high-volume environment (SaaS, fintech, manufacturing, or enterprise services)
• Proven ownership of end-to-end AR operations including collections, cash application, reconciliations, and dispute resolution
• Strong knowledge of revenue recognition (ASC 606) and experience supporting month-end close and SOX-compliant controls
• Advanced Excel skills (pivot tables, Power Query, VBA/macros) and competence writing SQL queries to extract transactional data
• Experience with ERP/ARC systems such as NetSuite, Oracle E-Business Suite, SAP S/4HANA, Intacct or similar
• Track record of improving DSO and reducing unapplied cash through process and tooling improvements
• Excellent stakeholder management with Sales, Legal, Treasury, and Finance partners; clear written and verbal communication

Preferred:

• Experience implementing or operating collections and cash-application automation (Robotic Process Automation, RPA, or dedicated AR automation vendors)
• Familiarity with payment rails: ACH, SEPA, SWIFT and third-party processors (Stripe, Adyen, PayPal) and bank reconciliation tools
• Hands-on experience with BI tools (Power BI, Tableau) to build AR dashboards and operational reporting
• Professional certification such as CPA, ACCA, or Certified Treasury Professional (CTP)
• Experience within high-growth scale-ups or publicly traded companies

Technical Skills and Relevant Technologies

• ERP systems: NetSuite, Oracle, SAP, Sage Intacct
• Payments and cash management: ACH/EFT, lockbox, bank file formats, payment gateways (Stripe, Adyen)
• Data and automation: SQL, Excel (advanced), Power Query, VBA, Python (for automation), RPA platforms (UiPath, Automation Anywhere)
• Reporting and analytics: Power BI, Tableau, Looker, or equivalent
• Ticketing and CRM integrations: Salesforce integration experience for order-to-cash workflows
• Audit & controls tooling: Workiva/Wdesk or similar SOX documentation systems

Soft Skills and Cultural Fit

• Analytical mindset with demonstrated experience solving high-complexity reconciliations and root-cause analysis
• Operational leadership: ability to define SOPs, lead cross-functional change, and document ADR-style decision records
• Effective communicator able to de-escalate customer disputes and negotiate payment plans with commercial awareness
• Detail-oriented with strong organizational skills and bias for measurable outcomes
• Mentorship focus: history of coaching junior team members and creating knowledge-sharing resources
• Adaptable to fast-changing priorities in a high-growth environment while maintaining control discipline

Benefits and Perks

Salary range: [$SALARY_RANGE]

• Comprehensive medical, dental, and vision coverage
• 401(k) with company match or local-equivalent retirement plan
• Generous paid time off, paid parental leave, and flexible paid sick leave
• Annual professional development stipend and certification reimbursement
• Commuter or remote work stipend, wellness benefits, and EAP
• Equity or long-term incentive opportunities for eligible roles

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer. We value diversity of background, thought, and experience and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We actively cultivate an inclusive hiring process and will provide reasonable accommodations for candidates with disabilities.

Location

This is a hybrid role based in [$COMPANY_LOCATION]. A successful candidate will be expected to work from the office at least 3 days per week to collaborate with cross-functional partners and support month-end close activities. Remote work flexibility is available for part-time remote days.

Application Instructions

We encourage applicants to apply even if you do not meet every listed requirement. Please submit your resume and a brief cover letter outlining relevant AR systems, process improvements you led, and an example metric (e.g., DSO reduction) you influenced. Candidates who demonstrate potential and learning agility will be seriously considered.