AR Specialist

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

📋 Description

• Accurately generate and distribute customer invoices in a timely manner, adhering to executed contracts and company policies.

• Review customer contracts and billing schedules to confirm correct billing terms, rates, quantities, and billing periods.

• Coordinate with Sales Operations and Customer Success teams to address and resolve billing discrepancies.

• Assist in the generation and adjustment of both recurring and one-time invoices.

• Monitor customer aging reports and proactively follow up on overdue balances.

• Reach out to customers regarding outstanding invoices via email and phone communications.

• Maintain thorough collection notes and documentation.

• Escalate high-risk accounts and collection challenges to management.

• Collaborate with customers to settle payment disputes and address billing inquiries.

• Support collection strategies aimed at reducing Days Sales Outstanding (DSO) and enhancing cash collections.

• Investigate and resolve unapplied cash, payment discrepancies, and short payments.

• Reconcile the Accounts Receivable subledger to the General Ledger on a monthly basis.

• Prepare customer account reconciliations and provide statements when requested.

• Assist with month-end close activities pertaining to accounts receivable.

• Compile AR aging reports and collection status reports.

• Analyze aging trends and pinpoint high-risk accounts.

• Support bad debt reserve analysis and documentation for write-offs.

• Assist with audit requests and AR-related schedules.

• Ensure compliance with company policies, internal controls, and accounting procedures.

• Identify opportunities for enhancing billing, collections, and cash application processes.

• Engage in ERP and system enhancement projects.

• Ensure proper documentation and audit-ready support for AR transactions.

⛳️ Requirements

• Bilingual proficiency in Mandarin Chinese is essential.

• A minimum of 3 years of experience in accounts receivable, billing, or collections.

• Experience in a multi-entity and high-volume transaction environment is preferred.

• Familiarity with ERP systems such as NetSuite, Oracle, SAP, Microsoft Dynamics, or similar platforms.

• Experience in technology, cloud services, telecommunications, SaaS, or data center industries is advantageous.

• Strong understanding of AR processes, cash application, collections, and account reconciliations.

• Proficiency in Microsoft Excel, including skills in Pivot Tables, VLOOKUP/XLOOKUP, and data analysis.

• Experience with ERP systems and customer billing platforms.

• Knowledge of revenue recognition concepts is a plus.

• Strong organizational and time management abilities.

• Excellent written and verbal communication skills.

• Ability to work independently and manage competing deadlines effectively.

• Strong problem-solving and analytical capabilities.

• A customer-service-oriented mindset, demonstrating professionalism and tact.

• Ability to collaborate effectively across departments.

🏝️ Benefits

• Full-time employment.