6 Accounts Receivable Clerk Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is seeking a motivated Junior Accounts Receivable Clerk to join our Finance team. This entry-level role offers a structured onboarding program to develop foundational financial processes, including invoice processing, payment tracking, and customer communication. You'll work alongside seasoned professionals to ensure accurate financial records while supporting our mission of [brief mission statement, e.g., 'delivering exceptional customer experiences through financial transparency'].

Responsibilities

• Process and record incoming payments for assigned accounts using accounting software (e.g., QuickBooks, SAP, or NetSuite)
• Prepare and send invoices to customers, ensuring accuracy and adherence to payment terms
• Reconcile customer accounts daily, resolving discrepancies and communicating with internal teams to address issues
• Maintain organized records of accounts receivable, including aging reports and payment histories
• Assist with month-end close activities under the supervision of senior finance staff
• Respond to customer inquiries regarding invoices, payment status, and credit terms

Required and Preferred Qualifications

Required:

• 0-2 years of experience in finance, accounting, or customer service roles (internships or academic projects accepted)
• Basic understanding of accounting principles and accounts receivable processes
• Proficiency in Microsoft Excel and experience with accounting software
• High school diploma or equivalent (bachelor's degree in Finance/Accounting preferred but not required)

Preferred:

• Coursework or certifications in accounting (e.g., QuickBooks certification)
• Experience with cash application or collections processes
• Familiarity with ERP systems or financial reporting tools

Technical Skills and Relevant Technologies

• Accounting software (QuickBooks, SAP, NetSuite, or Oracle EBS)
• Microsoft Office Suite (Excel, Word, Outlook)
• Basic knowledge of GAAP principles
• Experience with data entry and spreadsheet management

Soft Skills and Cultural Fit

• Strong attention to detail and accuracy in data entry
• Excellent communication skills for customer interactions and team collaboration
• Ability to prioritize tasks and meet deadlines in a fast-paced environment
• Willingness to learn and grow within a team-oriented culture
• Basic problem-solving skills for resolving payment discrepancies

Benefits and Perks

Salary Range: [$SALARY_RANGE] (entry-level competitive market rate)

• Industry-leading healthcare benefits including medical, dental, and vision coverage
• 401(k) retirement plan with employer match
• Comprehensive paid time off policy (vacation, sick leave, holidays)
• Professional development budget for certifications/courses
• Employee wellness 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. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or any other protected status.

Location

This is a hybrid position requiring candidates to work from the [$COMPANY_LOCATION] office at least 2 days per week.

We encourage qualified candidates to apply even if they don't check every box in this description. If you're passionate about finance and eager to grow, we want to hear from you!

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 manage the full accounts receivable lifecycle, including invoice processing, payment tracking, customer communications, and financial reporting. You will collaborate with sales, operations, and accounting teams to ensure accurate and timely cash flow while maintaining compliance with financial regulations.

Responsibilities

• Process, record, and reconcile accounts receivable transactions in ERP systems (e.g., SAP, Oracle, QuickBooks)
• Generate and distribute invoices to customers while resolving discrepancies and timing issues
• Track payment statuses, follow up on overdue accounts, and resolve payment discrepancies
• Maintain accurate records of financial transactions in accordance with GAAP standards
• Prepare aging reports, monthly reconciliations, and support month-end close processes
• Cross-functional collaboration to resolve billing errors and streamline AR workflows

Required and Preferred Qualifications

Required:

• Associate's degree in Accounting or Finance (or equivalent work experience)
• 1-2 years of hands-on experience in accounts receivable or financial operations
• Proficiency in accounting software (QuickBooks, NetSuite) and Microsoft Excel
• Strong analytical skills with attention to detail in high-volume environments

Preferred:

• Certified Bookkeeper (CB) or Certified Accounts Payable Associate (CAPA) credential
• Experience with AP/AR automation tools (e.g., HighRadius, BlackLine)
• Familiarity with ACH and credit card payment processing systems
• Experience with 1099 reporting and tax compliance requirements

Technical Skills and Relevant Technologies

• ERP systems: SAP, Oracle, QuickBooks, NetSuite
• Payment gateways: Stripe, PayPal, Authorize.net
• Financial reporting tools: Excel, Tableau, Power BI
• Document management systems: DocuSign, Adobe Acrobat

Soft Skills and Cultural Fit

• Exceptional organizational abilities to manage multiple priorities simultaneously
• Outstanding interpersonal skills for resolving customer payment disputes
• Ability to work independently while maintaining compliance with internal controls
• Proactive problem-solving mindset in identifying financial process improvements
• Collaborative team player with a customer-first service orientation

Benefits and Perks

Salary: [$SALARY_RANGE] (plus annual performance bonus)

Comprehensive benefits package including:

• Medical, dental, and vision insurance with HSA options
• 401(k) with employer match
• Paid time off (vacation, sick leave, holidays)
• Professional development stipend for certifications
• Employee assistance program (EAP) 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. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a hybrid position requiring in-office attendance at least 2 days per week at our [$COMPANY_LOCATION] location.

While this role requires a strong attention to detail and financial acumen, we know that not every candidate will meet every requirement. If your skills and experience are in the right direction, we encourage you to apply—we're looking for motivated individuals who can grow with our team.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a Senior Accounts Receivable Clerk to join our finance team at [$COMPANY_NAME]. In this role, you will oversee the full accounts receivable lifecycle for a portfolio of over 200+ active business-to-business accounts, ensuring accurate invoicing, timely collections, and seamless reconciliation. You will lead a team of 3-5 clerks, optimize end-to-end AR processes, and partner with cross-functional teams to resolve complex financial discrepancies. This role is ideal for a detail-oriented finance professional with a proven track record in large-volume accounts receivable management.

Responsibilities

• Manage daily accounts receivable operations including invoice processing, payment posting, and account reconciliation for $15M+ in monthly revenue
• Lead a team of clerks, providing mentorship, performance feedback, and workflow optimization
• Resolve complex customer payment disputes and credit issues, reducing DSO (Days Sales Outstanding) by 15% YoY
• Generate weekly/monthly financial reporting using Excel and QuickBooks, with 99.9% accuracy
• Implement automated payment solutions (e.g., ACH, credit card integrations) to reduce manual processing by 40%
• Collaborate with the AP team to resolve intercompany reconciliations and balance sheet discrepancies
• Develop and maintain audit-ready documentation for 500+ customer accounts

Required and Preferred Qualifications

Required:

• 5+ years of progressive accounts receivable leadership experience (2+ years managing teams)
• Expertise in full-cycle accounts receivable processes for commercial clients
• Proven experience with financial software including QuickBooks, SAP, or Oracle EBS
• Deep understanding of GAAP compliance and financial reporting standards
• Strong analytical skills with demonstrated ability to reduce DSO metrics

Preferred:

• Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation
• Experience implementing AR automation tools (e.g., Zoho Books, Xero)
• Knowledge of credit risk assessment frameworks
• Experience with CRM systems like Salesforce or HubSpot

Technical Skills and Relevant Technologies

• Proficiency in accounts receivable modules of ERP systems
• Advanced Excel skills including pivot tables, VLOOKUP, and data validation
• Experience with payment gateways and digital invoicing platforms
• Familiarity with financial analytics tools (Tableau, Power BI) for DSO analysis

Soft Skills and Cultural Fit

• Exceptional attention to detail with 0.01% error tolerance
• Strong negotiation skills for resolving customer payment disputes
• Proactive problem-solving approach to optimize payment processes
• Collaborative leadership style with ability to mentor junior staff
• Comfort with ambiguity in high-volume financial environments

Benefits and Perks

Annual salary range: [$SALARY_RANGE] (includes base + performance bonus structure)

Comprehensive benefits package includes:

• Medical/dental/vision coverage with $0 deductible
• 401(k) with 6% company match
• 100% paid parental leave (12 weeks)
• Annual professional development stipend ($3,000)
• Tuition reimbursement program (up to $5,000/year)
• Wellness stipend ($1,500/year)
• Equity compensation for full-time employees

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, gender, gender identity or expression, national origin, sexual orientation, age, disability, or veteran status.

Location

This is a hybrid role requiring 3 days per week in our [$COMPANY_LOCATION] office. Occasional remote work available for exceptional candidates.

At [$COMPANY_NAME], we encourage applicants who believe they can thrive in this role even if they don't meet all listed requirements. We value potential, learning agility, and problem-solving initiative above rigid preconditions.

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.