Accounts Receivable Specialist

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

📋 Description

• Oversee daily accounts receivable operations, including the transfer, posting, and reconciliation of member invoices and payment information across Salesforce, Certinia, Cvent, and associated systems.

• Investigate and resolve unidentified or incorrectly applied wires, ACH payments, checks, and credit card transactions.

• Administer Lifetime Dues receivables, which includes monitoring installments, following up on delinquencies, reconciling accounts, and managing membership conversions.

• Address and resolve accounts receivable inquiries from members and internal stakeholders via Salesforce Service Console, email, and other communication channels.

• Review and process member refunds in collaboration with Accounts Payable.

• Execute monthly accounts receivable closing activities, reconcile accounts receivable aging with the general ledger, prepare necessary supporting schedules, and investigate discrepancies.

• Monitor overdue accounts and conduct collection follow-ups.

• Research and address member credit card disputes and payment-related issues.

• Collaborate with General Ledger and Accounts Payable teams on reconciliation tasks, refunds, and other accounts receivable transactions.

• Prepare and issue miscellaneous invoices with the required documentation and accounting treatment.

• Coordinate the annual membership renewal billing process, which includes system testing, ensuring invoicing accuracy, and configuring Salesforce products.

• Prepare and post journal entries related to accounts receivable.

• Enhance accounts receivable processes, documentation, controls, and system workflows.

• Assist with annual audits and prepare documentation and responses related to accounts receivable.

• Collaborate with IT and Finance partners to resolve system issues that impact receivables and financial data integrity.

• Support Finance leadership with special projects and initiatives related to accounts receivable.

• Ensure adherence to YPO’s financial policies, procedures, accounting standards, and internal controls.

⛳️ Requirements

• A minimum of 4 years of progressive experience in accounts receivable, accounting, or related finance fields.

• Proficiency in Microsoft Excel and other Microsoft Office applications.

• Experience with ERP and CRM systems; familiarity with Salesforce and Certinia is preferred but not mandatory.

• Strong understanding of accounts receivable processes and relevant accounting concepts.

• Excellent reconciliation and analytical skills.

• High level of accuracy, attention to detail, and commitment to maintaining proper controls and documentation.

• Strong aptitude for systems across ERP, CRM, event registration, and payment platforms.

• Ability to identify process inefficiencies and propose practical enhancements.

• Strong organizational skills and ability to prioritize effectively.

• Capacity to maintain confidentiality and exercise discretion with financial and member information.

• An Associate’s degree or higher in Accounting, Finance, or a related field is preferred.

• Ability to work extended hours at a computer screen.

• Willingness and ability to travel domestically and internationally without restrictions, approximately 1–2 times per year.

🏝️ Benefits

• Opportunities for performance-based bonuses.

• Flexibility for remote work.

• A comprehensive rewards package focused on wellbeing and professional growth.

• Flexible and/or extended hours as necessary to accommodate members and team members across multiple time zones.

• Willingness and ability to travel domestically and internationally approximately 1–2 times per year.