Accounts Receivable Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversees the complete accounts receivable (A/R) operations, ensuring prompt receipt of funds and accurate record-keeping, including various tracking methods.

• Processes payments from members and external sources (checks, ACH, credit cards) across different platforms.

• Prepares all cash receipts and maintains the Finance Team’s Master Check/ACH log.

• Creates journal entries for all revenue streams and services provided.

• Reconciles weekly cash receipts and performs monthly revenue reconciliations across multiple systems, including Salesforce, Cvent, external platforms, and the general ledger.

• Sends invoices to members and clients, addresses inquiries related to billing, and assists with purchase orders (POs) and remittance documentation.

• Verifies PO details and releases exams as necessary.

• Assesses past due accounts, conducts outreach, and ensures timely collections.

• Maintains customer files and payment records across financial systems.

• Assists with month-end closing procedures and generates journal entries as needed.

• Reviews Salesforce reports for accuracy and ensures proper reconciliation of data.

• Investigates and resolves account discrepancies in cooperation with internal teams and external stakeholders.

• Aids in completing ACH and vendor setup forms, provides W-9s, and manages vendor relationships for payment processing.

• Prepares financial documentation for year-end audits and acts as a liaison for finance-related inquiries.

• Functions as the primary contact for staff across all departments, responding to questions regarding invoices, payments, and revenue, ensuring colleagues receive accurate and timely information to support program and financial decision-making.

• Acts as a backup for Accounts Payable functions as required.

⛳️ Requirements

• Minimum of 3 years of experience in accounts receivable, bookkeeping, or general accounting.

• Proficiency in Microsoft Excel and familiarity with accounting software and financial systems.

• Strong attention to detail and excellent organizational skills.

• Ability to manage multiple priorities effectively and meet deadlines.

• Outstanding communication and interpersonal skills, including the ability to engage with non-financial audiences.

• Experience in handling confidential information with discretion and professionalism.

🏝️ Benefits

• Monthly wellness stipend.

• 403(b) retirement plan with an 8% employer contribution.

• Pro-rated PTO accrual and holidays.

• Professional development funding.

• Tuition assistance.