Accounts Receivable Specialist

Summary

Join UpTogether as their new Accounts Receivable Specialist! This full-time, 100% remote position offers a competitive salary and benefits package. Working under the Senior Finance Manager, you will be responsible for managing accounts receivable, creating invoices and reports, resolving payment issues, and collaborating with various departments. The ideal candidate will have experience with QuickBooks, strong analytical skills, and excellent communication abilities. A Bachelor's degree in a relevant field and at least two years of accounts receivable experience are required. UpTogether is committed to creating a diverse and inclusive workplace.

Requirements

• Experience with QuickBooks is required
• Demonstrated knowledge of Accounts receivable
• Strong command of Microsoft Office (Word, Excel, PowerPoint) and Google applications required
• Solid understanding of US GAAP
• BA/BS in Accounting/Finance/Business Administration or equivalent 2-year minimum accounts receivable experience
• A detailed and solution-oriented mindset, the ability to prioritize effectively, meet deadlines, follow through to execute all tasks and demonstrate a high degree of accuracy
• Self-starter with excellent research, analytical, time management and organizational skills
• Have excellent verbal and written communication skills, responding to internal and external needs in a timely manner and listening, being thoughtful in your response, and setting clear expectations
• Demonstrated ability to work independently, as a team member and cross collaboratively
• Proven ability to thrive in a remote work environment; self-directed; proactively reaches out; responsive; comfortable in a virtual setting; driven
• Ability to travel 1-2 times annually, for in-person meetings
• Ability to thrive in a fast-changing environment

Responsibilities

• Provide information on grant and contract revenue and spending
• Ensure that all revenue transactions are recorded on all related systems
• Create invoices, sales receipts and journal entries related to A/R and other revenue activity posting to QuickBooks
• Build and maintain positive relationships with Partnerships & Revenue and donor representatives to ensure accuracy and promptness in all revenue related inquiries
• Create and maintain all revenue support schedules
• Track and resolve outstanding payment issues and generate aging reports
• Perform and deliver timely, accurate month end account reconciliations on all related systems
• Review and maintain master files of all grant awards and contracts e.g. electronic folders
• Ability to work effectively with various departments and manage multiple priorities
• Responsible for reporting daily bank balance, deposits, and transfer requests
• Work cross-collaboratively to ensure accurate month-end revenue reporting and reconciliation
• Fund account management, fund request transfers and related activities
• Assist with audits
• Maintain electronic filing system to support financial records
• Using data and analysis to identify trends and make recommendations for financial efficiencies
• Identify opportunities for financial system effectiveness and improvements
• Collaborating cross-functionally to support departments with financial needs
• Any and all ad hoc projects assigned
• Cross-team collaborations as needed
• Cross training roles to provide coverage for team members during time off
• Participate in various meetings as required

Preferred Qualifications

• Experience with Salesforce is preferred
• Experience with month-end close cycle preferred
• Experience with nonprofit processes preferred

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Vacation
• Salary range is $68,500–$73,500 per annum