ar manager

Uplinq

<div>About Uplinq 
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We&rsquo;re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control. 
 
We&rsquo;re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. Accounts Receivable measures success in demos booked, successful activations, pipelines created, and revenue influenced. 
Individual applicants residing in the US only 
 
About the role
We&rsquo;re hiring an AR Specialist to take ownership of day-to-day collections and subscription invoice operations, with a strong focus on Stripe-based billing workflows. 
This is a hands-on, decision-oriented role where you&rsquo;ll not only execute processes but also identify issues, make judgment calls, and drive resolutions. You&rsquo;ll be responsible for ensuring invoices are accurate, collections are timely, and cash flow remains predictable. Working directly in Stripe and internal systems, you&rsquo;ll monitor invoice activity, proactively manage outstanding balances, and resolve billing discrepancies with speed and accountability. 
You&rsquo;ll play a key role in improving AR performance by identifying patterns, escalating risks, and implementing practical solutions to streamline billing and collections processes. 
What you'll do
Collections Execution<ul><li>
Resolve daily and weekly collections issues across all aging buckets</li><li>
Follow up consistently via email and phone on overdue invoices</li><li>
Track and manage promised payments; escalate missed commitments</li><li>
Maintain detailed notes and next actions for every account</li></ul>
Subscription Billing Operations<ul><li>
Own invoice tracking and payment status within Stripe</li><li>
Provide BI reporting from Stripe</li><li>
Monitor subscription billing, failed payments, retries, and dunning workflows</li><li>
Ensure billing accuracy across plans, pricing, and customer accounts</li><li>
Support refunds, credits, and adjustments as needed</li></ul>
AR Hygiene &amp; Accuracy<ul><li>
Keep AR aging clean and up to date</li><li>
Documentation creation and maintenance of SOP&rsquo;s</li><li>
Reconcile discrepancies, unapplied payments, and stale balances</li><li>
Ensure all accounts have correct billing contacts, terms, and statuses</li></ul>
Disputes &amp; Cross-Functional Coordination<ul><li>
Manage disputes end-to-end in Stripe</li><li>
Partner with Customer Success, Sales, and Ops to submit evidence</li><li>
Ensure clear ownership and fast submission timelines</li></ul> 
Qualifications<ul><li>
Hands-on experience with Stripe for SaaS (billing, invoicing, subscriptions, or payments)</li><li>
3&ndash;5+ years in Accounts Receivable, Collections, or Order-to-Cash</li><li>
Experience with subscription-based or SaaS billing models</li><li>
Proven track record improving collections and reducing overdue balances</li><li>
Comfortable working in fast-paced, startup environments, and adaptable to changing processes</li></ul> 
Why Join Us<ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 
The pay range for this role is: 
65,000 - 75,000 USD per year(United States)</div>

AR Specialist

Crash Champions Collision Repair Team

<div>Champions Do More:
<div>
As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S. The company, which also operates the growing Crash Champions LUXE | EV Certified brand of highline and luxury EV repair centers, services customers at more than 650 state-of-the-art locations in 38 states across the U.S. Crash Champions was founded in 1999 as a single Chicago repair center by industry veteran and 2023 EY Entrepreneur of the Year Midwest award winner Matt Ebert. For more than 25 years, our vision has been anchored by the belief that delivering superior collision repair service is about People First. Welcome to Crash Champions. We Champion People.</div>
Responsibilities:

JOB PURPOSE: The Accounts Receivable Manager will manage and oversee the Cash Applications portion of the Accounts Receivable department, ensuring accurate and timely processing of receipting, bank funds matching, payments, insurance carrier discrepancies, and accounting functions related to the Accounts Receivable functions. This role involves developing and implementing policies to improve efficiency and effectiveness within the Cash Applications systems and processes while upholding the highest level of customer service both internally with the Operations Team and co-workers as well as insurance carriers and partners. Leading a team, the manager will offer guidance, training, and support to maintain high performance and excellent service. Experience in transforming and succeeding in a large-scale shared services environment is essential.<div>
ESSENTIAL DUTIES AND RESPONSIBLITIES:
</div><ul><li>Provide leadership and guidance to Accounts Receivable staff, including training, coaching, performance management and identify development opportunities.</li><li>
Oversee the day-to-day operations of the Accounts Receivable team, including payment processing, receipting and matching as well as customer service to ensure timeliness and accuracy.
</li><li>Collaborate with Accounts Receivable colleagues in developing and applying tools, workflows, and policies.</li><li>
Cultivate a positive work environment within the Accounts Receivable team, emphasizing teamwork, customer service open communication, and a commitment to excellence. Delegate work assignments and provide continuous direction daily. Conduct weekly meetings with direct reports.</li><li>
Interview, select and train highly skilled applicants to become highly performing associates on the Accounts Receivable team.
</li><li>Prepare progressive corrective action documentation and escalate corrective action plans as needed.</li><li>
Identify opportunities for automation and technological enhancements to improve the overall AR functions. Directly work on system and operational projects and implementations.</li><li>
Prepare and analyze Accounts Receivable reports for management, providing insights into AR aging, receipting, reserves, opportunity cash, cash flow, refunds, insurance carrier and shop adherence to process and performance. Prepare and present reports and forecasts to senior management on Accounts Receivable performance and initiatives.</li><li>
Ensure implementation of best-in-class Accounts Receivable processes, with multi location (600 +) processing payments at site level, including reconciliations, controls, exception tracking.</li><li>
Develop and implement policies and procedures to ensure timely and accurate processing of payments, receipting and bank funds.</li><li>
Manage insurance carrier relationships, including remittance, refunds, maintenance, and issue resolution.</li><li>
Exceptional attention to detail and accuracy, with excellent organizational, time management and problem-solving skills.</li><li>
Collaborate with other departments, such as accounting, operations, business development, training, learning development and accounts payable to resolve issues and improve processes</li><li>
Perform month-end close responsibilities and tasks as assigned, including but not limited to AR Reserves, reconciliation and accounting reporting as requested.</li><li>
Strong understanding of internal controls, compliance requirements, and financial reporting standards.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, Business Management, or related field</li><li>
5+ years of progressive experience in Accounts Receivable/shared services, including 3 years of management, people leadership, and performance evaluation of large teams</li><li>
Strong knowledge of Accounts Receivable processes, best practices, and regulatory requirements (e.g., Doubtful Collectability, GAAP)</li><li>
Excellent leadership and management skills, with the ability to set direction, motivate, and develop the Accounts Receivable team</li><li>
Strong analytical and problem-solving skills</li><li>
Excellent communication skills (written, verbal, and presentation) and interpersonal skills</li><li>
Proficiency in Microsoft Office Suite, Accounting software&rsquo;s (Microsoft Dynamics365 (D365), CARS, Accounting Services, B2B Platforms etc.), and Fresh Desk ticketing platform</li></ul><div>
This job description is intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills. You may be asked by your supervisor or managers to perform other duties. Your performance will be evaluated in part based upon your performance of the job duties listed in this job description, as well as any job duties not specifically listed above that you may be asked from time to time to perform. The Company has the right to revise this job description at any time.</div><div></div><div> 
Crash Champions is an equal opportunity employer committed to workplace diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, protected veterans&rsquo; status, status as a disabled individual or any other protected group status or non-job characteristic as directed by law.</div>
Benefits:
<div>
The Company offers the following benefits for this position, subject to applicable eligibility requirements and annual updates:</div><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
Group Life Insurance</li><li>
Disability Insurance</li><li>
401k Retirement Plan with match</li><li>
Referral Bonus (&ldquo;Cash From Crash&rdquo;)</li><li>
5 Paid Holidays</li></ul><div></div><div> 
We are committed to providing competitive compensation for this role. The actual offer will be based on various factors, including but not limited to: job related knowledge, skills, experience, relevant certifications and qualifications.</div><div></div><div><div> 
The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.</div></div>
Posted Min Pay Rate: USD $95,000.00/Yr. Posted Max Pay Rate: USD $115,000.00/Yr.</div>

Manager, Accounts Receivable, Cash Application

Integer

<div>By living according to a common set of values, we create a culture that unifies, embraces the uniqueness we all bring to the company, and positions Integer for long-term success.
At Integer, our values are embedded in everything we do.
Customer
We focus on our customers&rsquo; success
Innovation
We create better solutions
Collaboration
We create success together
Inclusion
We always interact with others respectfully
Candor
We are open and honest with one another
Integrity
We do the right things and do things right

Accountabilities &amp; Responsibilities:
<ul><li>Adheres to Integer Core Value and all safety, environmental, security and quality requirements including, but not limited to: Quality Management Systems (QMS), Safety, Environmental and Security Management Systems, U.S. Food and Drug Administration (FDA) regulations, company policies and operating procedures, and other regulatory requirements.</li><li>
Manage, directly and indirectly, a team of professionals with responsibility for global accounts receivable activities, inclusive of collections, credit, cash applications, billing, cash forecasting and general ledger close. For certain regional teams outside of direct oversight; troubleshoot AR operational risks, compliance with corporate standards and alignment to global technology roadmap.</li><li>
Develop and execute on the vision of a highly scaled global AR shared service model (centers of excellence).</li><li>
Foster a culture of accountability, urgency, and customer-centricity; celebrate wins tied to cash and customer outcomes.</li><li>
Set clear goals and cadence including daily priorities, weekly pipeline reviews and monthly performance deep-dives.</li><li>
Own global collections strategy and execution; prioritize high-risk and high-value accounts with structured dunning and escalation paths.</li><li>
Implement tiered collections playbooks (by risk, geography, and age bucket) and ensure consistent application globally.</li><li>
Lead weekly efforts to collect top past-due accounts; assign actions, remove roadblocks, and report progress.</li><li>
Maintain a robust operating cadence with Commercial leaders and Customer Support to prevent and resolve collections issues (pricing, pay term, legal entity, quantity discrepancies). Root cause issues and promote and influence cross-functional rapid resolution.</li><li>
Collaborate with Customer Success and order management to ensure clean orders, first time right invoicing and sales order acknowledgements, and frictionless billing cycles. Root cause and influence collaborative resolution.</li><li>
Develops and publishes performance metrics, such as DSO, past due, aged credits and cash receipt trends. Focus on best-in-class levels of productivity and customer satisfaction.</li><li>
Researches, recommends, and establishes customer credit limits supported by relevant external and internal data, inclusive of escalations of credit approvals, service suspension and demand letters.</li><li>
Oversees accurate and timely cash applications with metrics and SLAs to mitigate unapplied cash.</li><li>
Collaborates with Treasury and FPA in support of weekly, monthly and quarterly cash forecasting and liquidity strategies.</li><li>
Oversee the monthly AR close process in collaboration with the GL team, including internal/external audit support, reasonableness of the credit loss reserve and proper revenue cut-off.</li><li>
Oversee and maintain effective internal controls and continuously enhance the control environment.
</li><li>Thought leader for implementing highly automated systems and modern technology to optimize operations in support of global finance transformation.</li><li>
Manages all activities related to integrating accounts receivable operations of acquired businesses, ensuring proper cut over and internal controls around the conversion and onboarding</li><li>
Develops, implements, maintains and communicates Revenue and AR policies and procedures</li><li>
Ensure compliance with regional regulatory requirements, including support of the escheatment process</li><li>
Oversees system implementations/upgrades for all systems as related to accounts receivable</li><li>
Develops and promotes collaborative relationships with internal Integer stakeholders including Customer Success, Financial Planning &amp; Analysis, Controllership, Financial leaders, Legal, Information Technology, Tax, and Accounts Payable to create open, simple, and integrated processes.</li><li>
Provides advice to Legal, Sales, and/or other relevant departments as applicable during the Company&rsquo;s negotiation of Customer agreements.</li><li>
Performs other duties as required.</li></ul>
Education &amp; Experience:<ul><li>
Minimum Education: Bachelor's Degree in Accounting or Finance; MBA/CPA a plus.</li><li>
Minimum Experience: 10+ years of progressive AR/Collections/Order-to-Cash experience, including 3-5 years leading global teams; Experience in an ERP manufacturing environment.</li></ul>
Knowledge &amp; Skills:<ul><li>
Special Skills: Detail oriented; Strong verbal and written communication skills; Exceptional interpersonal skills to interact with customers, executives, board members, and individuals at all levels in the organization; Demonstrated success reducing DSO and past-due balances through structured playbooks and cross-functional influence; Proficiency with ERP systems (e.g. SAP, Oracle), AR automation tools and BI (e.g. Power BI); Demonstrated ability to work independently and juggle multiple competing tasks and demands; Able to anticipate and respond to changing situations; The ability and maturity to manage highly sensitive and confidential information with poise, tact, and diplomacy. Ability to work with a virtual team and work with partners across multiple functions and regions. Demonstrated ability to successfully manage a team of Associates. Ability to analyze problems and actively strategize to resolve them.</li><li>
Specialized Knowledge: Strong working knowledge of U.S. GAAP and ASC 606; requires advanced computer knowledge in order to navigate and make changes within accounting systems. Microsoft Office experience is required. Experience with Sarbanes Oxley 404 environment.</li></ul>
Salary Range: $108,000 - $158,400
Our total rewards program is designed to attract, retain, and motivate associates to contribute to Integer&rsquo;s success. Our compensation program includes base salary and a cash-based incentive program supporting our pay-for-performance philosophy. We provide a comprehensive benefits package with immediate eligibility including medical, dental, vision, disability, life insurance, and adoption benefits. Parental leave is available after one year. Optional employee-paid programs include supplemental life insurance, critical illness, hospital indemnity and accident insurance. Employees are immediately eligible to participate in the 401(k) plan with company matching contributions. We provide 80 hours (10 days) of company designated holidays per year plus an annual allotment of paid time off.

U.S. Applicants: Equal Opportunity Employer. In addition, veterans and individuals with disabilities are encouraged to apply.</div>

Senior Manager, Global Accounts Receivable

Overview We are seeking a detail-oriented and proactive Accounts Receivable (AR) Administrator to join our dynamic finance team. In this vital role, you will manage the full cycle of accounts receivable processes, ensuring timely collection of payments, accurate record-keeping, and compliance with financial standards. Your expertise will help maintain healthy cash flow and support the organization&rsquo;s financial health. This position offers an exciting opportunity for individuals passionate about accounting, customer service, and financial analysis to make a meaningful impact within a collaborative environment.Responsibilities<ul><li>Prepare monthly progress billings for all projects using AIA G702 and G703 form.</li><li>Review contracts, change orders, and schedules of values to ensure proper billing allocation.</li><li>Coordinate with project managers to verify percentage of completion and project milestone.</li><li>Monitor retainage, lien releases, and required compliance documents (e.g., insurance, certified payroll if applicable).</li><li>Communicate with general contractors regarding billing issues, approvals, and payment schedule.</li><li>Track and follow up on outstanding accounts receivable.</li><li>Maintain accurate documentation for all billings, change orders, and supporting backup.</li><li>Ensure all billing practices follow industry standards and project-specific requirements.</li></ul>Skills<ul><li>Proficient in Microsoft Excel and construction billing/accounting systems (e.g., Sage 300, Foundation, Viewpoint, QuickBooks for Contractors)</li><li>Highly organized, with the ability to manage multiple projects and deadlines</li><li>Strong attention to detail and accuracy in financial reporting</li><li>Excellent communication skills to interface with internal teams and external clients</li><li>Understanding of retainage, lien waivers, and compliance documents relevant to specific projects</li><li>Experience with accounts receivable functions including invoice processing, collections, and account reconciliation.</li><li>Excellent analysis skills combined with attention to detail for accurate account analysis and journal entries.</li><li>Exceptional phone etiquette combined with customer service skills for professional communication with clients or vendors.</li><li>Basic knowledge of financial software such as Financial Services tools or analysis platforms enhances efficiency in this role. Join us as an AR Administrator if you&rsquo;re eager to leverage your accounting expertise in a fast-paced environment that values precision, collaboration, and continuous improvement!</li></ul>Pay: $55,000.00 - $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Language:<ul><li>English (Preferred)</li></ul>Ability to Commute:<ul><li>Congers, NY 10920 (Preferred)</li></ul>Ability to Relocate:<ul><li>Congers, NY 10920: Relocate before starting work (Preferred)</li></ul>Work Location: In person

AR Administrator

Advanced Plus Bookkeeping LLC

About Us3 Peaks Books &amp; Beyond is a growing bookkeeping and advisory firm serving contractors and service-based businesses. We specialize in cleaning up books, managing financial operations, and helping clients make better business decisions. As our firm grows, we are looking for a strong, experienced accounting professional who can oversee daily financial operations, support our junior bookkeeping team, and ensure deadlines are consistently met.This is a key leadership role designed to take operational responsibilities off the owner&rsquo;s plate and help drive the firm forward.Position OverviewWe are seeking a highly organized and experienced Senior Bookkeeper / AP &amp; AR Manager / Payroll Administrator to manage core accounting functions, oversee junior bookkeepers, and serve as a primary point of contact for clients.The ideal candidate is proactive, detail-oriented, confident communicating with clients, and capable of managing multiple priorities while ensuring accuracy and timeliness.Key ResponsibilitiesLeadership &amp; Oversight<ul><li>Oversee and review work completed by junior bookkeepers for accuracy and completeness</li><li>Ensure all client deadlines are met consistently</li><li>Provide guidance, training, and support to junior staff</li><li>Monitor workflows and identify process improvements</li><li>Escalate issues or risks proactively</li></ul>Accounts Payable &amp; Accounts Receivable<ul><li>Manage vendor bills, payments, and expense tracking</li><li>Oversee invoicing, collections, and cash application</li><li>Monitor aging reports and follow up on outstanding balances</li><li>Maintain accurate records of all transactions</li></ul>Payroll Administration<ul><li>Process payroll accurately and on schedule</li><li>Maintain payroll records and ensure compliance</li><li>Handle payroll tax filings and reporting</li><li>Respond to payroll-related questions from clients and employees</li></ul>Client Communication<ul><li>Serve as a primary point of contact for assigned clients</li><li>Communicate regularly regarding financial status, deadlines, and requests</li><li>Maintain professional and responsive communication</li><li>Build strong, long-term client relationships</li></ul>General Accounting &amp; Operations<ul><li>Perform and review bank and credit card reconciliations</li><li>Maintain accurate financial records in QuickBooks Online</li><li>Assist with month-end and year-end processes</li><li>Ensure documentation is complete and organized</li><li>Support process standardization and operational efficiency</li></ul>QualificationsRequired:<ul><li>5+ years of bookkeeping or accounting experience</li><li>Strong experience with Accounts Payable, Accounts Receivable, and Payroll</li><li>Experience reviewing or supervising bookkeeping work</li><li>Proficiency in QuickBooks Online</li><li>Excellent organizational and time management skills</li><li>Strong communication and problem-solving abilities</li><li>Ability to manage multiple clients and deadlines</li></ul>Preferred:<ul><li>Experience working with contractors or construction companies</li><li>Payroll certification or advanced payroll experience</li><li>Experience in a bookkeeping or accounting firm</li><li>Process improvement or workflow management experience</li></ul>What Success Looks Like in This Role<ul><li>Deadlines are consistently met without reminders</li><li>Junior bookkeeping work is accurate and completed on time</li><li>Clients receive timely communication and support</li><li>Financial records are clean, organized, and reliable</li><li>The owner has more time to focus on growth and business development</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary based on experience</li><li>Flexible work environment</li><li>Opportunity for leadership and growth</li><li>Supportive and collaborative team culture</li></ul>Pay: From $25.00 per hourApplication Question(s):<ul><li>How many years of bookkeeping Experience do you have? </li><li>Do you have experience reviewing or overseeing the work of other bookkeepers? </li><li>How comfortable are you communicating directly with clients about their financial records? </li><li>How many years of using Quickbooks Online do you have and in what capacity? </li><li>How many years of processing payroll experience do you have and which software have you used? </li><li>Are you available to work 10 - 20 hours per month to start, with the potential for more hours as the business grows? </li><li>Are you able to work independently and manage deadlines with daily supervision? </li><li>What is your hourly rate expectation? </li><li>Do you have experience working in a bookkeeping or accounting firm environment where you are responsible for multiple clients? </li><li>Are you comfortable reviewing and correcting bookkeeping work completed by junior staff? </li><li>How many clients have you managed at one time? </li><li>Do you have experience in cleaning up or fixing bookkeeping errors?</li><li>Are you willing to grow with the company and take on additional responsibilities as the client base expands? </li><li>Do you have experience in the construction or contractor industry? </li></ul>Work Location: Remote

Senior Bookkeeper

Macrise Tech Solutions

Job Description: Accounts Receivable &amp; Denial Management<ul><li>Monitor and manage outstanding insurance claims to support the reduction of overall Accounts Receivable (AR) balances.</li><li>Conduct regular follow-ups on denied claims to ensure timely resolution and maximize claim recovery.</li><li>Analyze Electronic Remittance Advice (ERA) reports to identify recurring denial trends and recommend corrective measures.</li><li>Prepare, submit, and track appeals for denied or underpaid claims, ensuring all supporting documentation is accurate and complete.</li><li>Investigate payment discrepancies and escalate complex or unresolved issues to the Billing Manager as needed.</li><li>Maintain up-to-date AR aging reports and provide consistent weekly and monthly performance updates.</li><li>Manage billing and claims processing for specialized services, including TMS, Spravato, and psychological assessments.</li><li>Collaborate with the Billing Manager to achieve AR reduction, recovery, and accuracy targets.</li></ul>Patient &amp; Provider Communication<ul><li>Respond promptly and professionally to billing-related inquiries from patients, providers, and internal teams.</li><li>Review and validate patient account information prior to initiating collections or claim follow-ups.</li><li>Work closely with providers to resolve claim issues, including coding discrepancies and missing documentation.</li><li>Communicate with insurance payers regarding eligibility, prior authorizations, and network participation.</li><li>Address patient concerns with professionalism and empathy, including processing refunds when appropriate.</li></ul>Systems Management &amp; Process Improvement<ul><li>Create, monitor, and resolve billing-related support tickets within the eClinicalWorks (eCW) system.</li><li>Provide guidance and support to team members on AR follow-up strategies and denial resolution processes.</li><li>Coordinate with U.S.-based billing teams to ensure accurate and timely claim submissions.</li><li>Participate in operational meetings to review performance trends and recommend process improvements.</li><li>Stay informed on payer policies, regulatory requirements, and industry best practices in medical billing and reimbursement.</li></ul>Job Type: Full-timePay: Rs45,000.00 - Rs70,000.00 per monthAbility to commute/relocate:<ul><li>Wapda Town: Reliably commute or planning to relocate before starting work (Required)</li></ul>Application Question(s):<ul><li>Willing to work the night shift in Wapda Town, Lahore?</li></ul>Experience:<ul><li>AR: 1 year (Preferred)</li></ul>Language:<ul><li>English (Required)</li></ul>Work Location: In person

Medical Billing Denials & Appeals Specialist

Keystone CPAs

<div>Description:

 Billing &amp; Accounts Receivable Manager Keystone CPAs | Remote | Full-Time 
Reports to: Operations Director (works closely with Principals &amp; Controller)
Keystone CPAs is a growing, remote-first accounting and advisory firm serving entrepreneurial clients nationwide. We operate in a Pod-based service model and manage a high volume of recurring and deliverable-based work across multiple Principals. We are hiring a Billing &amp; Accounts Receivable Manager to own and improve our billing and collections process. This role is both operational and strategic and requires the ability to design systems that work across different billing styles.
This position owns firm-wide billing execution and accounts receivable. The Billing &amp; AR Manager will design and maintain a billing system that adapts to four Principals&rsquo; schedules while ensuring timely invoicing, accurate records, and consistent collections.This role requires strong judgment, systems thinking, and confidence working cross-functionally.
Core Responsibilities
Billing Execution<ul><li>
Bill monthly bundled services (tax, bookkeeping, tax planning, etc.)</li><li>
Bill deliverables (primarily tax returns) as work is processed and released</li><li>
Correct invoices as needed and provide detailed billing explanations to clients and billers</li><li>
Identify and communicate opportunities for additional billing</li><li>
Gather yearly billing data for preparation of annual engagement letters</li></ul>
Recurring Billing &amp; Payments<ul><li>
Set up and maintain recurring monthly invoices in CCH</li><li>
Set up and manage recurring monthly payments in CPA Charge</li><li>
Accept, monitor, and post client payments in CPA Charge and CCH</li></ul>
Accounts Receivable &amp; Collections<ul><li>
Oversee timely collection of client payments</li><li>
Assess finance charges (as instructed) and send monthly statements</li><li>
Pull aged AR reports at the beginning of each month</li><li>
Maintain detailed AR tracking, including:
<ul><li>Reminder communications</li>
<li>Payment receipts</li>
<li>Clients on monthly payment plans</li>
</ul></li><li>Address and escalate potential collection issues</li><li>
Place clients on AR Hold when instructed and immediately notify staff working on impacted projects</li><li>
Inform billers immediately of any roadblocks in collections</li></ul>
Cross-Functional Coordination<ul><li>
Work with the Operations Director to deliver weekly billing expectations and updates</li><li>
Assist the Operations Director with additional billing activities as requested</li><li>
Work closely with the Controller on month-end close</li><li>
Communicate consistently with Principals and project teams regarding billing status</li></ul>
Schedule &amp; Busy Season Expectations
Standard Schedule: 
Monday&ndash;Friday
Busy Season Schedule: 
Saturday availability required from 9-2pm pst:<ul><li>
January &ndash; April 15</li><li>
September &ndash; October 15</li></ul>
What Success Looks Like<ul><li>
Billing occurs consistently and on time across all Principals</li><li>
AR is tracked, communicated, and actively managed</li><li>
Clients understand their invoices and payment expectations</li><li>
Leadership has clear visibility into billing status and collections</li><li>
Cash flow is predictable and controlled</li></ul>
Systems Experience (Preferred):<ul><li>
CCH</li><li>
CPA Charge</li><li>
Microsoft Excel</li><li>
Bonus: Paylocity, HubSpot</li></ul>
Compensation$65,000 &ndash; $85,000 annually, based on experience 
Additional consideration may be given for busy-season workload and system design expertise.
Requirements:

 Qualifications<ul><li>
4+ years experience in billing, AR, or finance operations (professional services preferred)</li><li>
Experience managing recurring billing and deliverable-based invoicing</li><li>
Strong systems and process design skills</li><li>
Comfortable working with senior leadership and pushing for clarity</li><li>
High attention to detail and accountability</li></ul></div>

Billing & Accounts Receivable Manager

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