Accounts Receivable Specialist

Capitol Services is a leading provider of services to legal and financial professionals nationwide, recognized for its collaborative work environment. The Accounts Receivable Specialist will support the Finance department by managing customer payments, processing invoices, and maintaining accurate account records.

Responsibilities

• Audit and process customer payments including check, credit card, and ACH transactions
• Accurately post cash receipts into accounting system on a daily basis
• Process and record bank deposits, reconcile to bank activity, and address any discrepancies
• Research internal and external inquiries concerning account status and respond promptly and professionally to clients
• Update client account data in customer master files
• File, maintain, and distribute detailed Finance documents, records, and reports, and ensure proper documentation
• Upload invoice information in customer payment portals and maintain accurate information
• Generate and distribute invoices and account statements to clients
• Monitor accounts receivable aging reports and follow up with clients on past due accounts
• Communicate with clients to resolve payment issues and negotiate payment plans if necessary
• Conduct credit checks and update credit limits for clients
• Collaborate with the Finance team to streamline and improve accounts receivable processes

Skills

• 1-2 years' experience in accounts receivable or a similar accounting role
• Knowledge of basic accounting principles
• Experience working with an ERP accounting system
• Proficient in Microsoft software (Excel, Outlook and Word)
• Experience interacting with Adobe PDF documents
• Strong organizational and time management skills
• Ability to multi-task and prioritize projects / assignments
• Strong attention to detail in data entry and financial recordkeeping
• Excellent verbal and written communication skills
• Ability to communicate in both a professional and friendly manner with clients, coworkers, correspondents, and others
• Eager to use new tools and learn new processes and technologies
• Ability to adapt to changing priorities while working in a fast-paced and high-volume environment
• Strong problem-solving skills to address any challenges that may arise
• Ability to retain and implement instruction and training
• Open to learn and navigate current processes and systems
• Not afraid to ask questions
• Demonstrate a positive attitude
• Courteous and polite, especially when navigating through difficult conversations, problems, or complaints
• Able to work in both a team and independent setting
• Foster support and dependability towards peers while also getting individual tasks done within specific time constraints
• Able to work during regular business hours in the Austin office
• Punctual and able to follow an assigned work schedule
• Able to maintain client confidentiality at all times
• Able to remain in a stationary position 75% of the time
• Experience working with Oracle NetSuite
• Experience working with Microsoft Dynamics GP (Great Plains)

Benefits

• 3 medical plans to choose from including a 100% employer-paid option for the employee
• 100% employer-paid dental and vision benefits for the employee
• 401(k) with scheduled employer contribution
• Employer-paid employee assistance program, as well as life and long-term disability insurance
• 4 weeks of paid time off annually, which begins accruing upon hire, and 10 paid holidays
• Encouraged work-life balance including a hybrid working model with WFH equipment provided following successful training
• Access to building fitness center
• Office team events and learning development opportunities

Company Overview