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

[$COMPANY_NAME] is hiring an Accounts Receivable Specialist to manage end-to-end receivables operations, accelerate cash collection, and strengthen controls across invoicing, cash application, dispute resolution, and customer communications. In this individual contributor role you will own daily AR aging, reconcile postings to the general ledger, implement process improvements to reduce DSO, and collaborate with collections, billing, revenue operations, and external customers to resolve complex billing and payment issues. This role requires a detail-oriented, process-driven professional comfortable working with ERP systems, payment platforms, and cross-functional stakeholders to materially improve working capital metrics.

Responsibilities

• Manage full-cycle accounts receivable activities including invoice issuance, cash application, unapplied cash resolution, and month-end AR reconciliations.
• Maintain and analyze AR aging reports; proactively prioritize collection efforts to reduce days sales outstanding (DSO) and bad debt exposure.
• Investigate and resolve customer disputes, chargebacks, and credit memos; coordinate with billing/product teams to remediate root causes and prevent recurrence.
• Apply customer payments accurately across multiple receivables channels (ACH, wire, credit card, lockbox, virtual cards) and reconcile daily bank deposits to the ERP.
• Perform customer account reconciliations and support audit requests with detailed documentation and timely responses to internal and external auditors.
• Execute credit hold/limit processes in partnership with Sales and Credit teams; document risk decisions and approvers.
• Identify and implement process improvements and automation opportunities (e.g., lockbox automation, EDI, payment remittance parsing) to scale AR operations and reduce manual effort.
• Prepare and maintain AR KPIs and dashboards (DSO, Days Delinquent, Bad Debt %, unapplied cash) and present trends and action plans to Finance leadership.
• Support month-end and quarter-end close activities related to revenue, allowances, and collections; account for write-offs and reserve calculations per policy.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Accounting, Finance or equivalent practical experience; 2+ years of progressive AR, collections, or revenue operations experience at a mid-market or enterprise company.
• Proven knowledge of accounts receivable processes, revenue recognition impacts, and general accounting principles (GAAP).
• Proficiency with ERP systems (e.g., NetSuite, Oracle NetSuite ERP, SAP, Microsoft Dynamics) and spreadsheet modeling (advanced Excel: VLOOKUP, pivot tables, INDEX/MATCH).
• Experience reconciling bank activity and posting payments across multiple channels with strong attention to detail.
• Excellent written and verbal communication skills for customer-facing collections and internal stakeholder collaboration.
• Strong organizational skills with the ability to manage multiple priorities and tight month-end deadlines.

Preferred:

• Experience with cash automation tools (HighRadius, Billtrust, VersaPay) and electronic remittance standards (EDI, ISO 20022).
• Familiarity with payment processors and gateways (Stripe, Adyen, PayPal) and virtual card reconciliation.
• Knowledge of SQL or data query tools and experience creating AR dashboards in BI tools (Looker, Tableau, Power BI).
• Prior experience implementing process automation or RPA in financial operations.
• Accounting certification (e.g., CPA, CMA) or progress toward certification.

Technical Skills and Relevant Technologies

• ERP: NetSuite, SAP, Oracle, Microsoft Dynamics or similar financial systems.
• Payments & Cash Application: ACH, wire, lockbox, automated clearing house, virtual card reconciliation.
• Automation & Integration: HighRadius, Billtrust, EDI tools, RPA platforms.
• Data & Reporting: Advanced Excel, SQL (basic query), Looker/Tableau/Power BI for KPI dashboards.
• Collaboration & Ticketing: Salesforce, Zendesk, Jira, or equivalent CRM/issue tracking for dispute and collections workflows.

Soft Skills and Cultural Fit

• Process-oriented with a demonstrated track record of documenting SOPs, creating controls, and reducing process variance.
• Customer-centric communicator able to de-escalate disputes and negotiate payment terms while protecting company cash flow.
• Analytical mindset with the ability to translate payment and AR trends into actionable process changes.
• Self-starter who can execute independently and escalate appropriately; comfortable working across finance, sales, and operations.
• Continuous improvement mentality: proactive in identifying automation opportunities and driving cross-functional adoption.

Benefits and Perks

Salary Range: [$SALARY_RANGE]

The total rewards package includes:

• Comprehensive medical, dental, and vision plans with employer contributions.
• 401(k) retirement plan with company match and financial planning resources.
• Paid time off, paid parental leave, and company-observed holidays.
• Professional development stipend and certification reimbursement for accounting credentials.
• Flexible work arrangements and wellness benefits including mental health support.
• Opportunities for internal mobility into revenue operations, FP&A, and accounting leadership roles.

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to cultivating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. We encourage applicants from historically underrepresented groups and welcome candidates with non-traditional career paths.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and located in [$COMPANY_LOCATION] to comply with payroll, tax, and regulatory requirements. Occasional on-site or in-person meetings may be required depending on business needs.

Application Instructions

We encourage applicants to apply even if they do not meet every listed requirement. If you have strong accounts receivable fundamentals, experience with ERP systems, or demonstrated aptitude for financial operations and process automation, please submit your resume and a brief cover letter outlining relevant experience and key achievements. Candidates who partially meet qualifications but demonstrate high learning velocity and cultural alignment will be strongly considered.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is seeking an experienced Accounts Receivable Analyst to own end-to-end receivables processes, reduce DSO, and strengthen cash collection controls. You will design, implement and optimize AR workflows across ERP systems, lead cross-functional reconciliations, and deliver actionable analytics that improve working capital. This is a hands-on role combining technical accounting execution, systems automation, and stakeholder management.

Responsibilities

• Manage full-cycle accounts receivable activities including invoice issuance, application of cash, deductions resolution, and monthly AR close tasks to meet reporting deadlines
• Drive reduction in Days Sales Outstanding (DSO) and bad debt through prioritized collection strategies, aging analysis, dispute resolution, and escalation management
• Perform account reconciliations between subledger and general ledger; prepare journal entries and supporting documentation for accounting close
• Investigate and resolve complex payment application issues, short pays, unapplied cash, and chargebacks across multiple payment methods and geographies
• Partner with Sales, Customer Success, Treasury and Billing to resolve billing disputes, implement contract changes, and improve invoice accuracy
• Develop and maintain AR aging reports, cash forecasting inputs, KPIs and dashboards using SQL, Excel, and business intelligence tools
• Implement process improvements and automation (RPA, scripting, connector-based integrations) to reduce manual work and error rates
• Document standard operating procedures (SOPs), internal controls, and process flows; participate in SOX/controls testing where applicable
• Mentor junior AR staff and coordinate with external collectors or third-party agencies when escalation is required

Required and Preferred Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent practical experience
• 3+ years of hands-on accounts receivable or collections experience in a corporate environment or public accounting practice
• Proven track record reducing DSO and resolving high-dollar disputes across multiple customers
• Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, INDEX/MATCH, Power Query) and comfort with large datasets
• Experience with at least one major ERP (NetSuite, Oracle/PeopleSoft, SAP, Microsoft Dynamics) and applying cash in subledgers
• Strong analytical skills, attention to detail, and ability to produce reconciliations and audit-ready documentation

Preferred:

• Experience with scripting/automation (Python, VBA) or RPA tools to automate cash application and reconciliation tasks
• SQL proficiency for ad-hoc data extraction and building AR reports
• Familiarity with billing systems and CRM integrations (Salesforce CPQ, Zuora, Chargify)
• Prior exposure to multi-currency and international collections processes
• Certifications such as CPA, CMA, or AR-focused training is a plus

Technical Skills and Relevant Technologies

• ERP systems: NetSuite, Oracle, SAP, Microsoft Dynamics
• Billing & subscription platforms: Zuora, Salesforce CPQ, Chargebee (where applicable)
• Databases and analytics: SQL, Snowflake, Redshift, Power BI, Tableau
• Automation & scripting: Python, VBA, RPA tools (UiPath, Automation Anywhere)
• Treasury/payments: ACH, wire, lockbox processing, merchant acquiring reconciliation
• Reconciliation & close tools: BlackLine, Trintech or equivalent

Soft Skills and Cultural Fit

• Demonstrated stakeholder management: experience negotiating payment plans with customers and aligning internal teams to remediate recurring billing issues
• Process-minded with a track record of writing clear SOPs and driving cross-functional process change
• Effective communicator capable of presenting AR metrics and risk analyses to finance leadership
• High integrity and ownership of controls, with an audit-oriented mindset
• Comfort operating in a fast-paced, collaborative environment and mentoring junior team members

Benefits and Perks

Salary range: [$SALARY_RANGE]. Comprehensive benefits package includes:

• Medical, dental and vision insurance
• 401(k) or local retirement plan with company match where applicable
• Paid time off, parental leave, and paid holidays
• Professional development stipend and support for relevant certifications
• Flexible work arrangements and wellness resources
• Equity or long-term incentive opportunities (role-dependent)

Equal Opportunity Statement

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

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and be based in [$COMPANY_LOCATION] to comply with local employment and payroll requirements. Occasional travel to regional offices or customer sites may be required.

Application Instructions

We encourage applicants to apply even if they do not meet every listed qualification. If your experience demonstrates the core competencies (AR operations, ERP exposure, strong reconciliation and analytical skills), please submit your resume and a brief cover letter outlining your most relevant AR accomplishments and process improvements.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring a Senior Accounts Receivable Specialist to own end-to-end accounts receivable processes, optimize working capital, and lead operational improvements across our receivables lifecycle. In this senior role you will design and implement AR controls, drive DSO and cash-collection performance, and partner with cross-functional teams (Sales, Billing, FP&A, Treasury, and Legal) to resolve complex revenue and customer account issues. This position requires deep technical fluency with ERP systems, AR automation tooling, and data analysis to continuously improve efficiency and reduce credit risk.

Responsibilities

• Lead the full AR lifecycle: invoice issuance, unapplied cash, cash application, collections, dispute resolution, and write-offs for assigned portfolios
• Manage monthly and quarterly close activities related to accounts receivable, including reconciliations, aging analysis, and journal entries
• Own DSO, aging buckets, bad debt provisioning, and cash-forecast accuracy; deliver weekly/monthly operational KPIs and actionable remediation plans
• Design, document, and enforce SOX-compliant AR policies and internal controls; maintain audit-ready documentation and support external and internal audits
• Operate and optimize AR technical stack (ERP such as SAP/Oracle/NetSuite, collections platforms, lockbox integrations, payment gateways); drive automation of cash application using rules-based engines and machine learning where applicable
• Resolve complex, cross-functional billing and contract discrepancies by leading stakeholder investigations and documenting Architecture Decision Records (ADRs) for recurring issue patterns
• Develop and maintain SQL queries, Power Query/M, Python scripts, or Excel macros to analyze receivables data, identify exceptions, and implement process improvements
• Mentor and train junior AR staff; lead process change initiatives, run training sessions, and perform quality reviews of reconciliations and aged balances
• Partner with Treasury and FP&A to improve cash conversion cycles and ensure on-time remittance postings; coordinate lockbox and remittance file ingestion processes
• Implement customer credit strategies, payment terms optimization, and structured collection plans for high-risk or high-value accounts

Required and Preferred Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent experience
• 5+ years of progressive AR or credit management experience in mid-to-large enterprises, including direct responsibility for collections and cash application
• Expert proficiency with enterprise ERPs (NetSuite, Oracle Cloud, SAP ECC/S4) and demonstrated experience integrating ERPs with payment/lockbox systems
• Strong data skills: advanced Excel (pivot tables, Power Query), SQL for data extraction, and experience building operational KPI dashboards
• Deep understanding of revenue recognition principles (ASC 606/IFRS 15), SOX control frameworks, and internal audit processes
• Proven track record reducing DSO, improving cash collection rates, and resolving escalated billing disputes with measurable outcomes
• Excellent written and verbal communication skills for negotiating payment plans and presenting status to finance leaders

Preferred:

• Experience with AR automation platforms (HighRadius, Billtrust, Versapay) and RPA implementations for cash application
• Professional accounting qualification (CPA, ACCA, CMA) or equivalent technical certifications
• Familiarity with ERP configuration for AR modules, electronic invoicing (e-invoicing), and payment reconciliation flows
• Experience working in high-growth or multinational companies with multi-currency billing and intercompany AR processes

Technical Skills and Relevant Technologies

• ERP: NetSuite, Oracle Cloud ERP, SAP S/4HANA, or equivalent
• AR automation & collections platforms: HighRadius, Billtrust, Versapay, or similar
• Data & reporting: SQL, Excel (advanced), Power BI or Tableau, Python or macros for automation
• Payments & integrations: ACH, SEPA, SWIFT, lockbox, payment gateways, AP/AR file formats (EFT, BAI2, ISO20022)
• Accounting systems & standards: ASC 606, IFRS 15, SOX compliance, general ledger reconciliation

Soft Skills and Cultural Fit

• Process-driven leader with a demonstrated ability to design, document, and scale repeatable workflows
• Strong stakeholder management: able to lead cross-functional investigations and influence without direct authority
• Analytical mindset with a bias for metrics and continuous improvement; comfortable presenting quantitative findings to senior leadership
• High integrity and attention to detail; rigorous about controls, auditability, and exception handling
• Mental agility to prioritize competing escalation queues and adapt to changing business priorities
• Mentor and coach: experience developing junior staff and improving team capability through training and knowledge transfer

Benefits and Perks

Salary range: [$SALARY_RANGE]

Comprehensive benefits package including:

• Medical, dental, and vision insurance with employer contributions
• 401(k)/retirement plan with employer match
• Paid parental leave and flexible paid time off
• Professional development stipend and support for certifications (CPA/ACCA/other)
• Wellness benefits, employee assistance programs, and commuter or home-office stipends where applicable
• Equity or long-term incentive programs for eligible roles

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics. We encourage applicants from historically underrepresented groups to apply.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and based in [$COMPANY_LOCATION] to comply with local payroll, tax, and benefits regulations. Occasional travel to regional offices or for cross-functional onboarding may be required.

Application Instructions

We encourage applicants to apply even if they do not meet every listed qualification. Please submit your resume and a brief cover letter highlighting the most relevant AR improvements you led (process change, tooling, or KPI impact). Applications from experienced practitioners who can demonstrate measurable outcomes will be prioritized.

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.