Accounts Receivable Specialist

Summary

Join Togetherwork as an Accounts Receivable Specialist and support our client base by overseeing all areas relating to Account Receivables. You will process and oversee funds received, provide customer service, prepare monthly and annual statements, set up payment plans, process billing, and generate reports. The role also involves researching discrepancies, processing refunds, maintaining client files, and collaborating with other departments. You will oversee data entry staff and undertake other tasks as needed. This position requires a Bachelor’s degree in a related field or equivalent experience and proficiency in Microsoft Office. Excellent communication, time management, and organizational skills are essential.

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
• Generous accrued PTO
• 10 sick days annually
• 10 company paid holidays
• Pet Insurance
• Medical Travel Benefits
• Infertility Benefits
• Teladoc
• Employee Assistance Program
• Wellness Benefits & Engagement Platform
• 6 weeks paid parental leave