6 Accounts Receivable Clerk Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring a Junior Accounts Receivable Clerk to join our finance & accounting team. This entry-level role focuses on invoice processing, payment application, account reconciliation, and supporting collections workflows within a modern ERP/financial systems environment. You will develop foundational accounting skills, learn accounts receivable (AR) controls, and contribute to improving cash collection processes while working under the supervision of senior AR analysts and the accounting manager.

Responsibilities

• Process customer invoices and credit memos in the company ERP (e.g., NetSuite, Oracle NetSuite, SAP Business One) following established revenue and billing policies.
• Apply customer payments across multiple payment channels (ACH, wire, credit card, lockbox) and reconcile unapplied cash using bank statements and deposit reports.
• Perform day-to-day account reconciliations for assigned AR sub-ledgers and prepare variance explanations for review.
• Support collections activities: generate aging reports, send payment reminders, and document customer communications in the collections system or CRM (e.g., Salesforce).
• Investigate and resolve routine billing disputes by coordinating with Sales, Customer Success, and Billing teams; escalate complex issues appropriately.
• Maintain accurate customer master data: billing addresses, payment terms, tax IDs, and credit limits.
• Contribute to month-end close tasks: prepare AR balance support schedules, assist with accounts receivable aging roll-forward, and help validate revenue cutoffs.
• Participate in process improvement initiatives: standardize remittance posting procedures, reduce unapplied cash, and help automate recurring tasks through spreadsheets or RPA tools.
• Document AR procedures, update standard operating procedures (SOPs), and assist with internal controls testing as requested.

Required and Preferred Qualifications

Required:

• Associate degree or equivalent in Accounting, Finance, Business Administration, or related field OR 0–2 years of relevant accounting/AR experience.
• Familiarity with basic accounting principles (GAAP) and accounts receivable workflow.
• Proficiency with Microsoft Excel: VLOOKUP, pivot tables, and basic formula auditing.
• Strong attention to detail, numerical accuracy, and the ability to manage repetitive transactional work.
• Clear written and verbal communication skills for customer and internal team interactions.

Preferred:

• Experience with an ERP system (NetSuite, QuickBooks Online, SAP, or Oracle) or exposure to billing platforms.
• Knowledge of payment processing concepts (lockbox, ACH, wire reconciliation) and bank statement reconciliation.
• Formal coursework or certification in accounting (e.g., bookkeeping certificate, AAT) or progress toward CPA coursework.
• Experience using CRM systems (Salesforce) or collections platforms.

Technical Skills and Relevant Technologies

• Hands-on Excel skills: pivot tables, INDEX/MATCH, conditional formatting, and basic macros.
• Familiarity with ERP/financial systems for AR posting and reconciliation (NetSuite, QuickBooks, SAP).
• Experience or willingness to learn payment platforms and bank file formats (ACH, CAMT.053, BAI2) and electronic remittance advice.
• Comfort using cloud collaboration tools: Google Workspace or Microsoft 365, and ticketing/CRM systems for documenting customer interactions.
• Basic exposure to automation tools (Power Automate, UiPath, or scripting) is a plus.

Soft Skills and Cultural Fit

• Desire to learn and develop an accounting career path; openness to mentorship and structured feedback.
• Organized and process-oriented: able to document procedures and follow checklists consistently.
• Customer-focused with professional written and phone communication; ability to de-escalate routine billing disputes.
• Collaborative mindset: experience working cross-functionally with Sales, Customer Success, Treasury, and Billing teams.
• Demonstrated integrity and commitment to maintaining confidentiality of financial and customer data.

Benefits and Perks

Salary: [$SALARY_RANGE]

• Comprehensive health, dental, and vision plans.
• 401(k) retirement plan with company match and financial wellness resources.
• Paid time off, paid holidays, and parental leave.
• Professional development stipend and access to accounting training (e.g., Excel, ERP training, accounting courses).
• Hybrid/remote collaboration stipend and equipment allowance where applicable.
• Opportunity for career progression into AR Analyst, Billing Specialist, or Finance Generalist roles.

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to a diverse and inclusive workplace. We evaluate all applicants without regard to race, color, religion, national origin, ancestry, sex, gender identity or expression, sexual orientation, age, disability, veteran status, or other legally protected characteristics. Reasonable accommodations are available upon request for candidates participating in all aspects of the selection process.

Location

This is a remote position within [$COMPANY_LOCATION]. While this role is performed remotely, candidates must be located within [$COMPANY_LOCATION] and able to work during core business hours; occasional on-site meetings or trainings may be required.

How to Apply

We encourage applicants with foundational accounting experience, transferable skills, or relevant coursework to apply even if you do not meet every listed qualification. Please submit your resume and a brief cover letter explaining your interest in accounts receivable and any relevant experience or coursework. Candidates who are motivated to grow into a career in finance will be strongly considered.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring an Accounts Receivable Clerk to execute day-to-day AR operations, ensure accurate customer invoicing and cash application, and support month-end close activities. This is an entry-level to early-career role responsible for maintaining AR ledger integrity across ERP systems, driving timely collections, and producing actionable reconciliations and aging reports to improve DSO and working capital outcomes.

Responsibilities

• Process and post customer invoices, credit memos, cash receipts, and unapplied payments in the ERP (e.g., NetSuite, Dynamics 365, Oracle Cloud or QuickBooks) with 99% accuracy
• Perform daily cash application across multiple payment rails (ACH, wire, credit card, lockbox), matching remittances to invoices and resolving exceptions
• Manage the accounts receivable aging report weekly and drive collection activities to reduce past-due balances and Days Sales Outstanding (DSO)
• Communicate professionally with customers regarding payment status, billing discrepancies, and collection plans; document interactions in CRM or AR workflow tools
• Prepare month-end AR reconciliations, investigate unapplied cash and unidentified deposits, and support account reconciliations for SOX-compliant close
• Work cross-functionally with Sales, Billing, and Customer Success to resolve disputes, validate contract terms, and correct billing errors
• Support short-term forecasting of cash receipts and provide variance analysis to finance leadership
• Identify process inefficiencies and propose automation opportunities using tools like Excel macros, VBA, SQL queries, and robotic process automation (RPA)
• Maintain AR documentation, standard operating procedures (SOPs), and contribute to continuous improvement initiatives

Required and Preferred Qualifications

Required:

• 1+ years of professional experience in accounts receivable, billing, collections, or a closely related finance role
• Proven proficiency with Microsoft Excel (VLOOKUP, INDEX/MATCH, pivot tables) and strong numeric accuracy
• Experience posting transactions in an ERP or accounting system (NetSuite, QuickBooks, Sage, Dynamics, Oracle)
• Strong written and verbal communication skills for customer-facing collection activity
• High attention to detail, strong organizational skills, and ability to manage multiple priorities under deadlines

Preferred:

• Experience with electronic payment processing, lockbox workflows, and payment reconciliation
• Familiarity with SQL for basic data extraction and reporting or comfort learning query-based report generation
• Understanding of SOX controls, month-end close processes, and internal audit requirements
• Experience with collections platforms or RPA tools (e.g., UiPath, Automation Anywhere) and AR analytics dashboards
• Associate or Bachelor’s degree in Accounting, Finance, or Business Administration

Technical Skills and Relevant Technologies

• ERP systems: NetSuite, QuickBooks, Microsoft Dynamics, Oracle Cloud, Sage
• Payments: ACH, wire, credit card processing, lockbox, merchant services
• Tools: Advanced Excel (macros/VBA), Google Sheets, SQL (basic), Power BI or Tableau for reporting
• Finance controls: Account reconciliations, aging analysis, cash forecasting, SOX compliance
• Collaboration and ticketing: Salesforce, Zendesk, Jira Service Desk, or internal CRM

Soft Skills and Cultural Fit

• Clear, professional customer communication and negotiation skills for collections
• Analytical mindset with the ability to translate data into actionable next steps
• Reliable, process-oriented, and comfortable working in a structured finance environment
• Demonstrated ability to work collaboratively with Sales, Billing, and Finance stakeholders
• Willingness to learn automation tools and contribute to process improvement projects
• Bias for accuracy and auditability; comfortable following and documenting SOPs

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

• Comprehensive medical, dental, and vision benefits
• 401(k) with company match or equivalent retirement plan
• Paid time off, paid holidays, and paid parental leave
• Professional development stipend and access to finance/accounting training
• Flexible work arrangements and wellness resources
• Opportunities for career progression into AR Specialist, Credit Analyst, or Staff Accountant 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, age, disability, veteran status, or any other protected characteristic.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be based in and authorized to work in [$COMPANY_LOCATION] and may be required to attend occasional on-site meetings or trainings at a local office.

How to Apply

To apply, please submit your resume and a brief cover letter outlining relevant AR experience and your familiarity with ERP systems. Applicants who meet the qualifications will be contacted for an initial phone screen.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring a Senior Accounts Receivable Clerk to lead and operationalize accounts receivable processes within our finance organization. This role will own end-to-end AR workflows, improve cash collection velocity, enforce credit and collections policies, and partner with FP&A, Treasury, and Customer Success to optimize working capital. The ideal candidate combines advanced ERP experience, rigorous controls discipline (including SOX readiness), and a proven record of process automation and team mentorship.

Responsibilities

• Own the end-to-end accounts receivable cycle: invoice generation, distribution, dispute resolution, credit memos, cash application, and reconciliations for assigned ledgers and entities.
• Design and implement collections strategies to reduce DSO and bad debt, including segmentation-driven outreach, automated reminders, and escalation matrices.
• Lead month-end and quarter-close AR activities: aging analysis, revenue reclassifications, allowance for doubtful accounts calculations, and balance sheet reconciliations.
• Manage unapplied cash and remittance exceptions using bank files, lockbox, and merchant processor data; establish rules-based auto-application where feasible.
• Drive process improvements and automation initiatives across AR systems (e.g., NetSuite, Oracle, SAP) and integrations (EFT/ACH, lockbox, payment gateways), working with Finance Systems and IT.
• Create, monitor, and report AR KPIs and operational dashboards (DSO, aging buckets, dispute aging, unapplied cash) for Finance leadership and executive stakeholders.
• Serve as primary AR subject matter expert for audits, SOX testing, and third-party vendor reviews; prepare documentation and remediate control gaps.
• Collaborate with Sales and Legal to enforce contract terms, billing schedules, credit holds, and collections escalation; participate in customer negotiations for remediation and payment plans.
• Mentor and train junior AR staff; lead cross-functional projects to standardize billing practices and implement AR policy changes.

Required Qualifications

• 5+ years of progressive accounts receivable experience in commercial or enterprise environments with responsibility for complex receivables and reconciliations.
• Deep hands-on experience with ERP platforms (NetSuite, Oracle, SAP, or equivalent) and AR modules, including custom scripting or saved searches for reporting and automation.
• Proven track record reducing DSO and improving collections metrics through process redesign, automation, or segmentation strategies.
• Strong technical proficiency with Excel (advanced formulas, Power Query, PivotTables), SQL or reporting tools (Looker, Tableau, Power BI) for ad hoc analysis.
• Experience handling cash application across multiple payment types (EFT/ACH, wire, credit card, lockbox) and reconciling bank statements.
• Knowledge of GAAP revenue affects on AR, allowance methodologies, and experience supporting external and SOX audits.
• Excellent written and verbal communication skills; experience drafting aging reports, collection correspondence, and executive summaries.

Preferred Qualifications

• Experience integrating payment platforms (Stripe, Adyen, Braintree) with ERP systems and reconciling settlement reports.
• Familiarity with order-to-cash automation tools (HighRadius, VersaPay, Esker) or RPA implementations in AR workflows.
• Certification in accounting (CPA, CMA) or advanced finance certification (ACCA) is a plus.
• Experience in SaaS, subscription billing, or multi-entity consolidated AR management.

Technical Skills and Relevant Technologies

• ERP: NetSuite, Oracle Cloud ERP, SAP S/4HANA (experience with AR modules and saved searches/custom reports).
• Payments & Gateways: ACH/EFT workflows, bank lockbox processing, Stripe/Adyen/Braintree settlement reconciliation.
• Reporting & Analytics: Advanced Excel (Power Query), SQL, Power BI, Looker, Tableau.
• Automation & Integrations: RPA tools, API-based payment integrations, middleware (Dell Boomi, Mulesoft), and scripting for data transformation.
• Controls & Compliance: SOX controls, audit support documentation, internal control frameworks.

Soft Skills and Cultural Fit

• Operational leadership: track record of leading cross-functional initiatives, driving change, and documenting decision rationale (e.g., RACI, process maps).
• Analytical rigor: ability to decompose complex receivable issues, identify root causes, and propose measurable remediation plans.
• Customer-focused negotiation: experience resolving commercial disputes with a balance of firmness and partnership to recover cash while preserving relationships.
• Mentorship & communication: history of onboarding and developing junior accountants and communicating AR status to non-finance stakeholders.
• Bias for action and continuous improvement: proactive in proposing automation, KPIs, and workflow optimization to scale the AR function.

Benefits and Perks

Salary range: [$SALARY_RANGE]

Comprehensive benefits package including:

• Medical, dental, and vision coverage
• 401(k) with employer match and retirement planning resources
• Paid parental leave and flexible paid time off
• Annual professional development stipend and certification reimbursement
• Commuter or home office stipend where applicable
• Employee assistance program and mental health resources

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, gender identity, sexual orientation, national origin, disability, or protected veteran status. Reasonable accommodations are available for applicants with disabilities during the application process.

Location

This is a remote position within [$COMPANY_LOCATION]. Candidates must be legally authorized to work and based in [$COMPANY_LOCATION]; occasional travel to regional offices or client sites may be required.

How to Apply

To apply, please submit your resume and a brief cover letter outlining relevant AR accomplishments and systems experience. Qualified candidates will be contacted for a screening interview.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Accounts Receivable Specialist to join the finance team at [$COMPANY_NAME]. In this hybrid role, you will play a critical part in managing the accounts receivable process, ensuring accurate billing, collections, and reconciliation of accounts while maintaining strong relationships with clients.

Responsibilities

• Manage the end-to-end accounts receivable process, including invoicing, payment collections, and account reconciliations.
• Review and process customer invoices, ensuring compliance with company policies and accuracy of billing information.
• Monitor accounts receivable aging reports to identify overdue accounts and initiate collection efforts.
• Collaborate with sales and other departments to resolve billing discrepancies and ensure timely payment.
• Prepare and analyze accounts receivable reports to provide insights into cash flow and collection trends.
• Assist in the development and implementation of efficient accounts receivable processes to enhance operational efficiency.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Accounting, or a related field.
• 2+ years of experience in accounts receivable or a similar finance role.
• Proficient in using accounting software and Microsoft Excel, including pivot tables and VLOOKUP functions.
• Strong analytical skills with attention to detail and accuracy.

Preferred:

• Experience with ERP systems such as SAP, Oracle, or similar platforms.
• Knowledge of accounting principles and regulations.
• Previous experience in a hybrid work environment.

Technical Skills and Relevant Technologies

• Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office Suite.
• Experience with financial reporting tools and data analysis.
• Familiarity with digital payment processing systems.

Soft Skills and Cultural Fit

• Exceptional communication skills, both written and verbal, with an emphasis on relationship management.
• Strong organizational skills and the ability to prioritize tasks effectively.
• Proactive problem solver with a focus on continuous improvement.
• Ability to work collaboratively within a team and contribute to a positive work environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Flexible work hours and hybrid work arrangements.
• Professional development opportunities and training programs.

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, creed, gender, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, or any other basis protected by applicable law.

Location

This is a hybrid position, with the expectation to work from the office at least 3 days a week at [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for an experienced Accounts Receivable Supervisor to lead our dynamic team in managing the company's financial transactions and ensuring timely collection of outstanding payments. This role is crucial in developing and implementing effective processes that enhance cash flow, minimize credit risk, and promote operational efficiency within our organization.

Responsibilities

• Oversee daily operations of the accounts receivable department, ensuring accurate and timely processing of invoices and collections.
• Develop and implement strategies for improving collection processes and reducing outstanding receivables.
• Conduct regular audits of accounts to identify discrepancies and implement corrective measures.
• Lead, mentor, and train a team of accounts receivable specialists to enhance their skills and performance.
• Collaborate with cross-functional teams, including sales and customer service, to resolve customer inquiries and disputes efficiently.
• Maintain accurate records of accounts receivable transactions and prepare regular reports for management review.
• Stay updated on industry trends and best practices to continually improve the accounts receivable function.

Required and Preferred Qualifications

Required:

• 5+ years of experience in accounts receivable or related financial roles, with at least 2 years in a supervisory capacity.
• Strong understanding of accounting principles and financial regulations.
• Proven track record in managing collections and improving cash flow.
• Excellent analytical skills with the ability to interpret financial data and make strategic decisions.
• Proficient in accounting software and Microsoft Excel.

Preferred:

• Bachelor's degree in Finance, Accounting, or a related field.
• Experience with ERP systems (e.g., SAP, Oracle).
• Familiarity with credit risk assessments and financial analysis.

Technical Skills and Relevant Technologies

• Deep expertise in accounts receivable processes and best practices.
• Proficiency in accounting software and platforms (e.g., QuickBooks, NetSuite).
• Experience with data analysis tools and reporting software.

Soft Skills and Cultural Fit

• Exceptional leadership and team management skills.
• Strong communication and interpersonal abilities to build relationships with internal and external stakeholders.
• Detail-oriented with a focus on accuracy and efficiency.
• Ability to work independently and proactively in a remote work environment.
• A positive and adaptable mindset, with a commitment to driving continuous improvement.

Benefits and Perks

Salary range: [$SALARY_RANGE]

Full-time employees enjoy a comprehensive benefits package that may include:

• Health, dental, and vision insurance
• 401(k) retirement plan with company matching
• Paid time off and holidays
• Remote work flexibility
• Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in the workplace. We encourage and welcome applicants from all backgrounds and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Location

This is a fully remote position.

We encourage all qualified candidates to apply, even if you do not meet all the preferred qualifications. Your unique experiences and perspectives may be just what we are looking for!

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for an experienced Accounts Receivable Manager to lead our accounts receivable team at [$COMPANY_NAME]. In this role, you will be responsible for managing the entire accounts receivable process, ensuring timely and accurate financial transactions, and fostering a high-performance culture that emphasizes compliance and operational excellence.

Responsibilities

• Oversee the daily operations of the accounts receivable department, ensuring efficient processing of invoices and collections.
• Develop and implement policies and procedures to enhance the efficiency of accounts receivable functions.
• Lead a team of accounts receivable professionals, providing guidance, training, and performance management to achieve departmental goals.
• Collaborate with cross-functional teams, including Sales and Finance, to resolve discrepancies and improve cash flow.
• Prepare and present financial reports on accounts receivable performance, aging analysis, and cash collections to senior management.
• Monitor accounts for overdue payments and proactively manage collection efforts to minimize bad debt.
• Ensure compliance with regulatory and internal control requirements, including SOX.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of experience in accounts receivable management or related finance roles.
• Strong understanding of accounting principles and accounts receivable processes.
• Proven track record of managing teams and driving process improvements.
• Excellent analytical and problem-solving skills, with a strong attention to detail.

Preferred:

• Experience with accounts receivable software and ERP systems (e.g., SAP, Oracle, or similar).
• CPA or CMA certification is a plus.
• Experience in a fast-paced environment, preferably within a mid-sized organization.

Technical Skills and Relevant Technologies

• Proficient in Microsoft Excel and financial modeling.
• Familiarity with accounts receivable automation tools and techniques.
• Experience with data analysis and reporting software.

Soft Skills and Cultural Fit

• Strong leadership and team management skills.
• Ability to communicate effectively with internal and external stakeholders.
• Proactive mindset with a focus on continuous improvement.
• Ability to work collaboratively in a team-oriented environment.
• Strong organizational skills with the ability to manage multiple priorities.

Benefits and Perks

We offer a competitive salary and a comprehensive benefits package that includes:

• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off and company holidays.
• Professional development opportunities.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected class.

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.