Specialist - Accounts Receivable

The American Institute of Certified Public Accountants is a national, professional association of CPAs, with more than 412,000 members from all areas of practice and over 144 countries (for more about who we are and what we do, check out our About page). The AICPA Team is comprised of more than 800 dynamic professionals across a variety of service areas. Whether you like to be out in front connecting with members, prefer to work behind the scenes, or fall somewhere in between, the AICPA has the perfect fit for you. The AICPA family embraces integrity, passion, innovation and collaboration. If that sounds like you, we want to get to know you better! Browse our job listings and submit an application today.

SUMMARY      

Provide financial, clerical and administrative services to ensure efficient, timely and accurate payment of accounts receivable. Resolve service requests and other customer inquiries on a timely basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

·    Process transactions and cash applications; research and submit invoice, credit and refund requests as needed.

·    Perform monthly reconciliations in accordance with receivables policies and take appropriate action.

·    Regularly communicate with business owners regarding future receivables transactions; resolve items in team inboxes in a timely manner.

·    Address receivables disputes, including customer outreach, to ensure timely resolution and collection.

·    Resolve service requests and other customer inquiries accurately and timely.

·    Participate in cross-functional teams to streamline processes as well as coordinate metrics and goals; and provide suggestions and techniques to improve workflow, efficiency and corresponding processes and controls.

·    Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

·         None

EXPECTED METRICS

·         Customer service and satisfaction

·         Maintain SLAs for timeliness and accuracy for all work

FUNCTIONAL COMPETENCIES

·     Demonstrates awareness of concepts and processes related to financial and accounting system applications specific to AICPA

·     Demonstrates awareness of concepts and processes needed for maintaining accurate and thorough records of financial transactions. Understands the generally accepted accounting principles and how to apply them

·     Demonstrates awareness of concepts and processes related to business process improvement tools and techniques and is able to understand, monitor, update, or enhance existing business or work processes with provided instruction

·     Demonstrates awareness of concepts and processes needed to create, implement, evaluate and  enhance internal control processes as related to organizational finances