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Thinc Forward

Accounts Receivable Specialist

West Chester , United States
full-time

AI overview

Manage collections and cash application processes while ensuring accuracy in financial records and facilitating effective communication with clients in a dynamic IT service environment.

The Accounts Receivable Specialist is responsible for managing the company’s collections and cash application processes to ensure timely and accurate reporting and cash application. This role will also support recurring managed services billing, project invoicing, and customer account reconciliation in a fast-paced IT MSP environment. The ideal candidate is detail-oriented, organized, and customer-service focused, with the ability to communicate effectively with clients and internal teams to resolve billing discrepancies and maintain positive client relationships.

Duties and Responsibilities:

Accounts Receivable & Collections

  • Monitor aging reports and proactively follow up on past-due accounts
  • Communicate with clients regarding outstanding balances in a professional and service oriented manner
  • Document collection activity and customer communications
  • Escalate high risk accounts to VP, Finance as needed

Cash Application & Reconciliation

  • Apply customer payments (ACH, check, credit card, wire) accurately and timely
  • Run monthly credit card payments for customers and apply to their accounts
  • Transfer payments through automated process from QuickBooks to ConnectWise
  • Reconcile customer accounts and resolve discrepancies
  • Investigate short payments, misapplied payments, and disputes
  • Maintain clean AR aging and accurate financial records

Customer Support & Internal Collaboration

  • Respond to billing inquiries and resolve invoice disputes
  • Work closely with account managers and project coordinators on billing questions
  • Assist with contract updates, renewals, and billing adjustments

Reporting & Compliance

  • Maintain accurate customer financial records in PSA/accounting systems
  • Provide AR status reporting and aging summaries
  • Assist with financial documentation requests
  • Prepare and maintain daily AR report for CEO
  • Ensure adherence to company billing policies and controls

Billing & Invoicing

  • Assist with the generation and distribution of monthly invoices on a scheduled billing cycle
  • Transfer invoices through automated process from ConnectWise to QuickBooks ensuring accuracy and correcting any errors
  • Validate the billing data in both ConnectWise and QuickBooks agree and research any discrepancies

Other duties as assigned

Requirements

  • Associate or Bachelor’s degree in Accounting, Finance, or related field, preferred
  • 2-3 years of accounts receivable, billing, or collections experience
  • Experience with recurring billing and contract-based invoicing
  • Understanding of service agreements, subscriptions, and usage billing
  • Strong attention to detail and organizational skills
  • Professional written and verbal communication skills
  • Proficiency in Excel and financial/accounting systems
  • Ability to manage multiple priorities and deadlines
  • Experience working in an IT services, SaaS, telecom, or MSP environment, preferred
  • Experience with ConnectWise PSA tool and QuickBooks Online Accounting Software preferred

Benefits

  • Health care benefits (medical, dental, and vision)
  • Paid time off (and public holidays)
  • 401(k) retirement plan
  • Life insurance
  • Hybrid or remote work environment

Perks & Benefits Extracted with AI

  • Health Insurance: Health care benefits (medical, dental, and vision)
  • Other Benefit: Life insurance
  • Paid Time Off: Paid time off (and public holidays)
  • Remote-Friendly: Hybrid or remote work environment
Thinc Forward

For the last three decades the THI team has provided hundreds of satisfied clients insightful, objective expertise and saved money in all areas of IT, telecommunications and technology. Our consultants combine over a century of hands on experience from a variety of business and technology backgrounds with an exceptional capability to apply independent practical thinking to complex business and technology issues - at both a strategic and tactical level. We believe there is always a better and smarter way of working. We will challenge the way things are with an open inquiring mind and we have an absolute passion for improved operational and economic efficiencies.

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