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Copeland Buhl & Company PLLP is looking to add an Accounts Receivable Specialist to our firm. At Copeland Buhl, one of the Midwest’s leading accounting and advisory services firms, we offer the comprehensive expertise of a market leader—while never losing sight of the things the people we serve appreciate most. With little staff turnover, we can deliver the consistent personal service that our clients crave, year after year.
As an Accounts Receivable Specialist, you will coordinate with account administrators to ensure accurate communication of invoices to clients.
Key Responsibilities:
1. Enhance the invoicing process by introducing a draft system that minimizes administrative effort in billing.
2. Post finalized invoices and send to clients.
3. Prepare and post credit memos and write offs as directed by account administrators.
4. Support account administrators with invoicing questions and invoice preparation.
5. Monitor billing inbox and respond to both internal and external inquiries.
6. Send monthly statements to clients on outstanding invoices.
7. Process finance charges on past due invoices.
8. Perform daily deposit and payment application.
9. Assist with collections on past due accounts.
10. Analyze client accounts receivable aging and apply (& remove) client credit holds as necessary.
11. Maintain client contact and billing information.
12. Review staff weekly timesheet data to ensure accuracy of billable and non-billable time entry.
13. Backup accounting functions as needed.
Qualifications:
1. Associate’s degree in accounting (or related field) and/or 2+ years of experience in billing/accounts receivables positions.
2. Experience in professional services industry preferred, but not required.
3. Experience working with CCH Axcess preferred.
4. Working knowledge of Microsoft Office Suite, especially Microsoft Excel.
5. Excellent written and verbal communication skills.
Compensation and Benefits:
1. Hourly Pay
2. 401(k) with company match
3. Medical with company contribution to HSA
Copeland Buhl & Company PLLP is an Equal Opportunity Employer.
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