Accounts Receivable Specialist

Summary

Join our team as an Accounts Receivable Specialist and support our client base by overseeing all areas relating to Account Receivables. You will be responsible for monthly open balance statements, billing transactions, monitoring incoming payments, and identifying accounting discrepancies. This role involves processing funds, providing customer service, preparing statements, setting up payment plans, processing billing, generating reports, researching discrepancies, processing refunds, maintaining charge types and client files. You will also collaborate with Account Managers and other departments, oversee data entry staff, and undertake other projects as needed. The ideal candidate possesses a Bachelor’s degree in a related field or equivalent experience and strong skills in Microsoft Office, communication, time management, and organization.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field, or at least 4 years of equivalent office work experience as an Accounts Receivable Specialist, Bookkeeper, or in a similar accounting or finance role
• Microsoft Office proficiency (Outlook, Excel, SharePoint, Teams etc)
• Comfortable working with technology and productive within a remote work environment
• Excellent verbal, written, and interpersonal communication skills
• Superb time management skills and ability to prioritize effectively
• Self-motivated and adaptable
• Positive attitude towards learning new skills and systems
• Strong organizational & mathematical skills
• Understanding of basic bookkeeping principles
• Ability to work independently and collaboratively within a team

Responsibilities

• Process and oversee funds received by various means (including checks, cash, credit card, direct credit and direct debit), and allocate on an accurate and timely basis
• Provide customer service for synagogue and congregant requests & transactions
• Prepare and deliver monthly and annual statements as required
• Set up one-time payments and recurring payment plans
• Process and oversee posting of daily and annual billing
• Provide ad-hoc and scheduled reports as needed
• Research bank reconciliation discrepancies
• Process refunds as needed
• Maintain updated charge types
• Maintain client files
• Effectively communicate with Account Managers and other Kesef departments as needed
• Oversee data entry staff, and provide guidance and instruction as needed
• Undertake other tasks and/or projects as required to support the wider Kesef Team

Preferred Qualifications

• Knowledge of electronic banking and other financial management products and services
• Accounting, Banking and/or Bookkeeping experience (Quickbooks)
• Experience in accounts receivable (or accounts payable)
• Experience in driving process improvement
• Synagogue knowledge and experience
• Experience with ShulCloud software
• Experience with Monday.com software

Benefits

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• Basic Life
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• Pet Insurance
• Medical Travel Benefits
• Infertility Benefits
• Teladoc
• Employee Assistance Program
• Wellness Benefits & Engagement Platform