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
- Generating new invoices and submitting them for payment via payment portal
- 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 the AR Inbox and respond to customer inquires
- 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
- Tech-savy, with the strong motivation to learn new systems
Required Skills
- Experience with Accounts Receivable required
- High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, etc.)
Preferred
- Associate’s degree in accounting or a similar field
- Prior collections experience
- Experience with accounting software ( Sage Intact) preferred
- Exceptional problem-solving skills
- Uncompromised integrity
- Self-motivation, with strong drive and ambition
