About the job
Job Description , Accounts Receivable/Accounts Payable & Billing Clerk (Pathway to Staff Accountant)
Overview
As an essential member of our finance team, you will take charge of critical accounts receivable and accounts payable tasks right from the start, gradually advancing into reconciliations, reporting, and general accounting as our systems evolve. This role is perfect for individuals who thrive in structured environments, appreciate enhanced financial controls, and aspire to expand their accounting expertise.
Your Initial Responsibilities
Accounts Receivable / Billing
- Generate and dispatch customer invoices for both project-based and subscription services.
- Monitor collection processes, follow up on overdue balances, and maintain aging reports.
- Accurately process customer payments and apply cash receipts.
- Ensure customer records and billing documentation are meticulously maintained.
Accounts Payable
- Examine and enter vendor invoices, matching them to purchase orders or contracts as necessary.
- Facilitate approvals and guarantee timely payments via ACH, checks, or cards.
- Oversee vendor onboarding, including W-9 forms and payment configurations.
- Maintain accounts payable schedules and reconcile vendor statements effectively.
Process and Administrative Duties
- Manage documentation, naming conventions, folder organization, and workflow checklists.
- Adhere to standard operating procedures (SOPs) while identifying gaps, errors, or opportunities for improvement.
Your Evolving Responsibilities (Over 6-18 Months)
General Accounting & Reporting
- Prepare reconciliations for bank accounts, credit cards, and balance sheets.
- Assist with month-end closing procedures and variance analysis.
- Support internal reporting and updates on key performance indicators (KPIs).
Management of AR/AP
- Take ownership of billing cycles from start to finish with minimal supervision.
- Manage accounts payable cutoffs, payment timelines, and vendor relationships.
- Aid in automation initiatives for accounts payable, billing, and ERP integration.
Process Enhancement
- Contribute to the documentation, refinement, and improvement of accounting workflows.
- Identify methods to diminish manual tasks through templates, checklists, and system functionalities.
- Provide constructive feedback during ERP and accounts payable automation implementation.
Qualifications
- 1-3+ years of experience in accounts receivable, accounts payable, billing, or general accounting (or robust operations/admin background with accounting exposure).
- Proficient in Excel/Sheets (vlookups, xlookups, pivots, and basic logic).
- Familiarity with QuickBooks Online, NetSuite, or other similar software is advantageous.
- Highly organized, detail-oriented, and capable of following intricate processes.
- A curious mindset, eager to improve workflows rather than just maintaining them.
- A determined individual who can effectively handle challenging customer/vendor interactions.
Why Join Us?
- Clear progression from clerk-level responsibilities to staff accountant roles.
- Opportunity to shape processes as we grow and evolve.
