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Accounts Receivables Specialist
Rochester, NY$60K - $65KPosted 5 days ago
Full-timehybrid
Job Description
As an Accounts Receivable Specialist, you'll manage the full billing and project setup lifecycle for Innovative Solutions — from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You'll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.
What You’ll Do
- Prepare invoice exports and ensure invoices are accurately generated and delivered
- Run aging reports daily and make collection calls on outstanding receivables
- Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
- Review the AR inbox and set up all projects in Sage Intacct and Datto
- Manage project changes including updates to dates, active contracts, and other project parameters
- Keep milestone dates updated based on communication from Project Managers
- Run invoice, aging, and backlog reports daily to monitor financial health
- Perform general ledger entries and customer reconciliations
- Assist with accounting projects, audits, or other related tasks and responsibilities as assigned
How You'll Be Successful:
- Impeccable attention to detail and enormously high standards for accuracy
- Collaborative team player, highly coachable, and open to feedback
- Highly adaptive and accepting of constant change
- Eager to find efficient ways to improve processes and workflows
Required Skills
- Experience with Accounts Receivable required
- Experience with accounting software (Sage Intacct) preferred
- High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, VLOOKUPs, IF statements, etc.)
Preferred
- Associate’s degree in accounting or a similar field
- Prior collections experience
- Exceptional problem-solving skills
- Uncompromised integrity
- Self-motivation, with strong drive and ambition
As an Accounts Receivable Specialist, you'll manage the full billing and project setup lifecycle for Innovative Solutions — from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You'll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.
What You’ll Do
- Prepare invoice exports and ensure invoices are accurately generated and delivered
- Run aging reports daily and make collection calls on outstanding receivables
- Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
- Review the AR inbox and set up all projects in Sage Intacct and Datto
- Manage project changes including updates to dates, active contracts, and other project parameters
- Keep milestone dates updated based on communication from Project Managers
- Run invoice, aging, and backlog reports daily to monitor financial health
- Perform general ledger entries and customer reconciliations
- Assist with accounting projects, audits, or other related tasks and responsibilities as assigned
How You'll Be Successful:
- Impeccable attention to detail and enormously high standards for accuracy
- Collaborative team player, highly coachable, and open to feedback
- Highly adaptive and accepting of constant change
- Eager to find efficient ways to improve processes and workflows
Required Skills
- Experience with Accounts Receivable required
- Experience with accounting software (Sage Intacct) preferred
- High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, VLOOKUPs, IF statements, etc.)
Preferred
- Associate’s degree in accounting or a similar field
- Prior collections experience
- Exceptional problem-solving skills
- Uncompromised integrity
- Self-motivation, with strong drive and ambition