Job Information

Maintain accounts receivable records by recording and collecting payments, invoicing clients, reviewing and processing  client contracts; Review, prepare, reconcile and analyze accounts receivable records for management.


General Accountabilities

  • Invoice clients in business application (ScalePanel) and reconcile with general ledger (Quickbooks)
  • Interact and collect information with sales and provisioning teams for contract completion
  • Process contracts by entering, activating, and managing in ScalePanel, sales software(Sugar), Quickbooks, and client folders
  • Calculate sales commissions and complete contract checklist
  • Prepare daily cash & credit card deposits
  • Enter finalized cash receipts and update accounts receivable ledger
  • Set up ACH and credit card recurring payments
  • Reconcile Merchant Banking activity
  • Research and process charge backs, returns, and bad checks
  • Answers accounts receivable phone inquiries
  • Contact clients regarding outstanding balances
  • Reconcile revenue in general ledger with ScalePanel
  • Report to management A/R Aging, contract status and pipeline
  • Performs other related duties as assigned or requested.


  • Intermediate skill level in Microsoft Word and Expert skill level in Microsoft Excel, familiarity with Microsoft Access
  • Experience with Quickbooks a plus
  • Minimum Experience: 2 years and/or Accounting Bachelor’s Degree

Education / Competencies

  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
  • Problem Solving - Identifies and resolves problems; Gathers and analyzes information; Develops solutions; Works well in group problem solving situations; Uses reason.
  • Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance.
  • Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions.
  • Analytical - Collects and researches data; Uses intuition and experience to supplement data.
  • Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information