Accounts Receivable Clerk - Billing & Cash Applications

Overview
The Accounts Receivable Clerk supports the company’s billing and cash application processes by converting completed work into accurate invoices, applying customer payments, and maintaining accurate customer account records. The role operates in a high-volume billing environment and requires strong attention to detail, organization, and the ability to identify discrepancies in billing information or customer accounts.

The position works closely with service, project management, and accounting teams to ensure billing information is complete and customer requirements are met. The role also assists in responding to customer billing inquiries and resolving invoice discrepancies when they arise.

This role provides an opportunity to develop a strong understanding of the company’s billing processes and customer requirements, with potential for expanded responsibilities and advancement within the accounting department for individuals who demonstrate initiative and strong performance.

Additional Notes:

• The role involves high-volume service invoicing and customer payment application.
• Candidates should be comfortable working in a transaction-heavy accounting environment.
• Basic Excel proficiency is required. Candidates may be asked to demonstrate basic Excel skills during the interview process.
• Prior experience with construction billing platforms (Textura, Procore, GCPay) is helpful but not required.

Education

• High School Diploma required
• Some college coursework in accounting, business, or related field preferred Associate’s degree in accounting or business preferred
• Bachelor’s degree in accounting, finance, or business may substitute for relevant experience

Experience Required

• 0–3 years of experience in accounts receivable, billing, or transactional accounting
• Experience working in a high-volume billing environment preferred
• Familiarity with customer billing platforms (Textura, Procore, GCPay) is a plus
• Relevant work experience may substitute for formal education

Skills Required

• Strong attention to detail and accuracy in a high-volume transactional environment
• Ability to identify discrepancies and recognize recurring billing issues
• Strong organizational and administrative skills
• Effective written and verbal communication skills
• Basic Excel proficiency (sorting, filtering, simple formulas)
• Ability to prioritize tasks and manage multiple responsibilities
• Ability to collaborate with cross-functional teams to resolve billing issues
• Ability to maintain confidentiality of financial and customer information

Role and Responsibilities

Billing and Invoicing

• Generate customer invoices by converting completed service work orders into billable transactions.
• Assist with preparation and submission of project billings, including AIA-style billing applications, under the direction of the Accounts Receivable Manager.
• Review submitted work orders for completeness and accuracy and return incomplete submissions for correction.
• Verify customer billing requirements including billing platform, purchase orders, and required documentation.
• Ensure invoices are submitted in accordance with customer billing requirements and deadlines.

Payments and Cash Application

• Apply incoming customer payments to the appropriate customer accounts and open invoices.
• Prepare and process daily customer deposits including check, ACH, and electronic payments in accordance with company procedures.

Customer Communication and Collections

• Manage incoming communications to the Accounts Receivable inbox and route customer inquiries, disputes, and documentation requests appropriately.
• Perform routine follow-up on outstanding invoices according to established accounts receivable procedures and escalate issues to the Accounts Receivable Manager when necessary.

Account Maintenance and Controls

• Maintain accurate customer account records including billing contacts, remittance instructions, and customer billing requirements.
• Maintain organized electronic records of invoices, payment documentation, and customer correspondence.
• Research and resolve customer billing discrepancies including incorrect billing information, missing documentation, or pricing inconsistencies.
• Coordinate with internal departments to resolve billing discrepancies and ensure information required for accurate invoicing is obtained and corrected at the source.

Reporting and Support

• Prepare and distribute customer account statements and aging summaries as needed.
• Assist with accounts receivable reporting and reconciliation tasks.

Additional duties may be assigned as needed to support departmental operations.

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Location: In person