Accounting Specialist

We are seeking a detail-oriented and reliable Accounting Specialist to join our finance team. The Accounting Specialist will be responsible for tracking and resolving outstanding payment issues, generating monthly reports, invoicing, account reconciliation, and communicating with customers. We’re searching for a skilled, detail oriented financial specialist with excellent communication and record keeping skills to join our finance team to help process, track, and record transactions in an accurate, efficient, and timely manner. The accounts receivable specialist will have both a day-to-day and ongoing impact on financial transactions, keeping us on track, on time, and on good terms with our valued partners. Our ideal candidate is familiar with all accounting procedures and can manage daily financial transactions end-to-end.

Objectives of this role

· Support the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts

· Communicate discrepancies to management team, identify slow-paying customers, and recommend collection candidates

· Strengthen and grow relationships with clients by communicating with customers regarding past-due accounts

· Assist in streamlining the accounts receivable process by identifying areas for performance improvement, automation and integration between systems

· Exercise integrity and confidentiality in financial reporting, and comply with national and local financial requirements

Assist in developing pricing models and creating innovative strategies for cost reduction

Assist in establishing and guiding restructured cost analysis using fresh policies and procedures

Responsibilities

· Prepare, verify, and process invoices for sales or services rendered

· Review contracts and work with project managers to ensure all billable items are included in invoices

· Prepare service/sales orders based on list of billable items from contracts

· Prepare and maintain detailed records of account statuses and collection activities

· Collect payments from customers and accurately record them in the system

· Perform daily cash management duties, including the recording of bank deposits, updating and distributing cash receipt logs, and posting of cash to the accounts receivable sub-ledger

· Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared

· Maintain and update customer files, including name or address changes

· Research and resolve account discrepancies

· Resolve payment discrepancies and disputes in a professional manner

· Respond to client inquiries regarding billing and payment issues

· Conduct monthly account reconciliations to ensure accuracy and completeness

· Assist in the month-end closing process and prepare related financial reports to include accounts receivable, budget to actual comparisons, aging, cash receipts and credit memos

· Ensure compliance with company policies and procedures regarding accounts receivable

· Prepare analytical and ratio analyses relevant to A/R so management can gain a better understanding of how collection efforts are progressing

· Assist in developing and implementing improvements to the accounts receivable process

· Assist with audits related to accounts receivable

· Assist with budget preparation

· Assist with the development of forecasting tools to automate financial data analysis

· Assist with the development of predictive financial models to support organizational decision making

· Support other accounting and finance team members

Requirements

· Bachelor’s degree or equivalent

· 3-5 years of experience in a similar role.

· Capability to handle high-volume and fast-paced work environments

· Ability to meet deadlines and work under pressure

· High level of accuracy and attention to detail

· Strong analytical, research, time management, and problem-solving abilities

· Ability to work both independently and collaboratively with a team

· Ability to keep company and partner confidences

· Excellent communication and interpersonal skills

· Excellent customer service skills

· Experience in driving process improvement

Experience with Quickbooks and Microsoft Office Suite, particularly Excel

Strategic thinking and organizational skill Strong proficiency in spreadsheets, databases, MS Office, and financial software applications.

Understanding of Generally Accepted Accounting Principles

Benefits

The annual salary range is $70,000 — $80,000.

Here are some of our benefits:

● Group Medical, Dental, Life, HSA/FSA, and Vision Insurance

● SIMPLE IRA Accounts with an immediate vesting of 3% company match

● Paid company holidays and personal days

● Partial Internet and mobile phone expense reimbursement

● Professional development opportunities

● Great culture with excellent teams, collaborative, smart working, and innovative

Location & Work Environment

This position is full-time and offers a hybrid work arrangement.

At A.J. Boggs, we embrace a positive work environment by demonstrating cultural awareness, flexibility, collaboration, and creativity. We are committed to equal opportunity in employment and fostering a diverse and inclusive work culture. For more information, visit

Why Join Us?

Be part of a dynamic and growing team supporting healthcare providers who rely on our technology to improve patient care.

Opportunity for professional development and growth within the company.

Flexible schedule in a collaborative and supportive environment.

If you're passionate about helping healthcare professionals through exceptional customer service and are looking to join a forward-thinking tech company, we'd love to hear from you!

At AJ Boggs, we embrace a positive work environment by demonstrating cultural awareness, flexibility, collaboration, and creativity. We are committed to equal opportunity in employment and fostering a diverse and inclusive work culture.