Accounts Receivable and Finance Coordinator
$72,800–$83,200 year
On-siteSanta Cruz, California, United States
Job Summary
Manage accounts receivable by monitoring outstanding balances, contacting customers regarding overdue invoices, and processing payments accurately. Resolve billing discrepancies, prepare invoices and collection notices, and maintain detailed notes on all collection activity. Assist with accounts payable, reconcile purchase orders and vendor invoices, support job-costing processes, and help ensure costs are assigned to correct projects. Perform bookkeeping, account reconciliation, and financial recordkeeping while maintaining accurate records in QuickBooks. Coordinate with sales, operations, and management to resolve billing or job-documentation issues. Complete assigned reports and financial administrative tasks by established deadlines while protecting confidential financial information.
Required Qualifications
- At least three years of accounting, bookkeeping, accounts receivable, or related finance experience
- Working knowledge of accounts receivable, accounts payable, reconciliations, and general bookkeeping practices
- Strong attention to detail and a high level of accuracy
- Ability to prioritize and manage multiple responsibilities without losing track of deadlines
- Comfortable speaking with customers about past-due balances and payment expectations
- Customer-service focused while remaining professional, persistent, and firm when necessary
- Proactive, dependable, and willing to take ownership of responsibilities
- Able to work effectively with coworkers across multiple departments
- Proficient with email, spreadsheets, and standard office software
- Able to learn and work within multiple accounting, customer-management, and operational systems
- Takes initiative rather than waiting to be reminded
- Follows up consistently until issues are resolved
- Keeps accurate records and notices when information does not match
- Is not uncomfortable making collection calls
- Communicates professionally, even during difficult conversations
- Meets assigned deadlines and asks for help before a deadline is missed
- Works well as part of a team while remaining accountable for individual responsibilities
- Brings a positive, solutions-oriented attitude to the workplace
- Must be able to lift 50 lbs
Desired Qualifications
- Experience in a service, construction, home-services, or project-based business is strongly preferred
- Experience with QuickBooks is preferred
- QuickBooks Online experience is a plus
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