FIT Solutions
Accounts Receivable Specialist
4 days agoWhat's your preference?
Job Description
- Req#: 428
- Convert agreements daily from ERP system (ConnectWise) .
- Create and send client Invoices in ERP system (ConnectWise/Autotask) and sync invoices to QuickBooks.
- Collections correspondence and report to management on overdue accounts. Maintain aging to stay under predetermined amount.
- Manage Customer Payment Portal, receive client payments and make bank deposits 2-3 times per week.
- Answer questions for clients regarding billing.
- Agreement and Project creation in ConnectWise .
- Work closely with other departments for client
- Maintain counts for devices, workstations, servers, software, cloud, and other offerings.
- Review Service Tickets.
- Conduct monthly recurring services invoicing.
- Complete hourly & overage invoicing.
- Project invoicing.
- Provide clients with access to Online Payment portal.
- Collections.
- Follow client service hold procedures.
- Late Fees invoicing.
- Post customer adjustments (i.e., Incorrect billings).
- Respond to client inquiries in a timely manner .
- Assist Manager with month end close tasks.
- Ad hoc items assigned by Manager and the Controller.
- Performs other duties as required.
- Experience with Office 365: Excel (Intermediate), Word, PowerPoint, Outlook, and SharePoint.
- Experience with QuickBooks Online.
- Experience with ConnectWise
- Proficiency in English is required for effective communication in this role.
- Minimum of 3 years of experience working in accounts receivable.
- Advanced technology skills required.
- Professional integrity.
- Organization and prioritization.
- Ability to maintain an elevated level of confidentiality.
- Strong attention to detail and excellent problem-solving skills.
- Proven self-motivator.
- Ability to handle multiple tasks as well as prioritize work.
- Demonstrated ability to excel in a demanding environment with changing priorities.
- Professional and effective communication skills.
- Able to work effectively as part of a team and independently.
- Ability to meet deadlines.
- Paid holidays
- Paid time off
- Paid sick leave
- Professional training & development opportunities
- Ability to spend prolonged periods of time standing, speaking, and/or sitting
- Requires ability to occasionally lift up to 25lbs
- Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements
Accounts Receivable Specialist
Reports to: Accounting Manager
Status: Full-Time
POSITION SUMMARY
We are seeking a detail‐oriented, thorough, and organized Accounts Receivable Specialist to support the Finance department. The Accounts Receivable Specialist creates accurate invoices for all revenue streams on a timely basis, receives all customer payments, makes bank deposits, follows the established collections process, and responds to customer inquiries in a professional manner. The Accounts Receivable Specialist is also responsible for managing the data connection between the ERP system and QuickBooks Online that affects their process and troubleshooting issues.
ABOUT FIT SOLUTIONS
FIT Solutions is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets. We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members who are aligned and thrive in a fast-paced, results driven environment.
PRIMARY OBJECTIVES
SECONDARY OBJECTIVES
COMPETENCIES
EDUCATION AND EXPERIENCE
BENEFITS
FIT Solutions has your back, and is proud to offer a rich benefit package to our employees, including:
PHYSICAL REQUIREMENTS
Disclaimer
The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands.
About the company
FIT Solutions is a Managed IT & Cybersecurity Services provider in San Diego, solving business problems for clients nationwide.
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