We are seeking a highly detail-oriented and organized Accounts Receivable (AR) Specialist to join our team. This role is responsible for managing the full accounts receivable cycle in WinTeam while ensuring accuracy, timeliness, and strong internal controls.
The ideal candidate is an excellent communicator who works well independently, thrives in a structured environment, and takes initiative. This position also owns AR analytics and continuous improvement efforts, including leveraging AI and other tools to streamline processes and strengthen financial controls.
In addition to AR responsibilities, this role supports Safety Administration tasks, making organization, confidentiality, and attention to detail essential.
Key Areas of Responsibility:
- Accounts Receivable and Billing
- Cash Application and Reconciliations
- Collections, Disputes, and Customer Communication
- Credits, Adjustments, Write-offs, and Controls
- Reporting and Analytics (Owned by Role)
- Process Improvement and Automation (Including AI Tools)
- Sales Tax Duties
- Safety Administration Support
- Deliverables and Cadence
Qualifications:
- Demonstrated experience managing full-cycle accounts receivable (billing, cash application, collections, and reconciliations).
- Experience working in WinTeam (preferred) or similar billing/ERP platforms, with the ability to learn systems quickly.
- Advanced Microsoft Excel skills, including pivot tables; Power Query experience strongly preferred.
- Ability to independently perform AR analytics and clearly communicate insights to customers, operations teams, and leadership.
- Excellent written and verbal communication skills; confident and professional in customer outreach and follow-up.
- Strong attention to detail, disciplined documentation practices, and a commitment to internal controls and confidentiality.
- Highly organized, with the ability to manage multiple priorities and meet deadlines with minimal supervision.
- A process-improvement mindset and comfort using AI and other tools to streamline work while maintaining data security standards.