As an Accounts Receivable Specialist, you’ll manage the full billing and project setup lifecycle for Innovative Solutions — from invoice preparation and daily collection calls to project setup in Sage Intacct and Datto. You’ll own the day-to-day AR operations across billing, reporting, and reconciliations, while supporting revenue and month-end close functions. Real ownership of critical financial processes, real impact on the organization.
What You’ll Do
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Prepare invoice exports and ensure invoices are accurately generated and delivered
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Generating new invoices and submitting them for payment via payment portal
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Run aging reports daily and make collection calls on outstanding receivables
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Update the Senior Revenue Accountant and Director of Accounting daily on collections progress and escalate delinquent accounts as needed
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Review the AR inbox and set up all projects in Sage Intacct and Datto
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Manage the AR Inbox and respond to customer inquires
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Manage project changes including updates to dates, active contracts, and other project parameters
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Keep milestone dates updated based on communication from Project Managers
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Run invoice, aging, and backlog reports daily to monitor financial health
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Perform general ledger entries and customer reconciliations
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Assist with accounting projects, audits, or other related tasks and responsibilities as assigned
How You’ll Be Successful:
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Impeccable attention to detail and enormously high standards for accuracy
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Collaborative team player, highly coachable, and open to feedback
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Highly adaptive and accepting of constant change
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Eager to find efficient ways to improve processes and workflows
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Tech-savy, with the strong motivation to learn new systems
Required Skills
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Experience with Accounts Receivable required
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High degree of proficiency with Microsoft Excel (pivot tables, spreadsheets, etc.)
Preferred
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Associate’s degree in accounting or a similar field
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Prior collections experience
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Experience with accounting software ( Sage Intact) preferred