Fullsight · 5 hours ago
Lead AR Specialist
Warrendale, PA
Full-time
Onsite
Mid, Senior Level
4+ years expFullsight is a shared services group that supports multiple organizations in delivering essential services. The Lead AR Specialist is responsible for overseeing day-to-day Accounts Receivable operations, ensuring accurate payment processing, data integrity, and providing training and support to the AR team.
Non-profit Organization Management
Responsibilities
Serve as the Lead resource and trainer for AR payment processing, including handling complex or specialized transactions requiring additional review or escalation
Respond to and resolve routine and escalated AR inquiries from AR team members, internal stakeholders, and customers, escalating to the Manager as appropriate
Ensure accuracy and completeness of AR data by reviewing assigned reports and correcting discrepancies in accordance with established procedures
Prepare routine monthly reconciliations for assigned cash, credit card, asset, or liability accounts; submit to Accounting for review and approval
Provide supporting documentation for audit requests; participate in audit-related activities at the direction of Accounting leadership
Assist Accounting in addressing reconciliation variances by supplying data and correcting items identified during the review process
Maintain administrator-level access to banking platforms for user setup, maintenance, and profile updates
Coordinate updates related to authorized signers or debit card changes in partnership with Accounting/Finance
Process credit card refunds in accordance with established guidelines to maintain accurate customer records
Maintain accurate customer and member data by processing orders, registrations, renewals, billing updates, and address changes in a timely manner
Ensure AR-related entries are accurately posted within financial and customer systems (e.g., CRM, ERP, payment processing platforms)
Balance batches and payment postings to ensure proper reconciliation and reporting
Maintain a strong working knowledge of Fullsight’s financial and customer systems
Use systems to transact and validate data, not configure or design system functionality
Partner with internal teams to identify and report system issues as needed
Execute established AR processes and procedures consistently across affiliates
Collaborate with Customer Service, Finance, and other departments to resolve payment-related issues or data discrepancies
Participate in operational improvements identified by leadership but is not responsible for redesigning AR workflows or owning AR KPIs (e.g., DSO)
Qualification
Required
Bachelor's degree in business, finance, accounting, or related field, or High School Diploma with 10 years of relevant accounts receivable experience
4+ years of experience in accounting or related financial operations, including payment application and reconciliation
Experience resolving routine and escalated customer account or payment inquiries
Experience working within ERP, CRM, or financial systems
Strong analytical and problem-solving skills, with the ability to research and resolve discrepancies
Proficiency with general financial systems and strong Excel skills
High attention to detail and accuracy in data entry, reconciliation, and reporting
Strong organizational skills and the ability to manage multiple priorities and meet deadlines
Effective communication and customer service skills; able to collaborate with internal teams and external stakeholders
Ability to work independently and adapt in a fast-paced environment
Ability to learn Fullsight products, services, and membership structures to support account accuracy
Preferred
Experience supporting month-end close activities
Experience training or mentoring team members
Experience with payment processing tools or bank administration platforms
Prior experience in a Lead or senior-level AR role
Company
Fullsight
Fullsight is a shared services group working across three affiliate organizations, SAE ITC, SAE International, and Performance Review Institute (PRI), uniformly delivering HR, IT, Legal, Customer Success, Finance, and Procurement services, which enables us to distribute resources across all parts of our businesses.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase