Accounts Receivable Specialist jobs in United States
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National HVAC Service · 1 week ago

Accounts Receivable Specialist

National HVAC Service is seeking an Accounts Receivable Specialist to manage the entire cash cycle of the company. The role involves accurate invoice generation, collection, cash application, and maintaining financial health through exceptional customer service.

Heating Ventilation and Air Conditioning (HVAC)Real Estate

Responsibilities

Prepare and issue accurate invoices, including complex pay applications, progress billings, T&M (Time and Materials) invoices, and service contract renewals based on company terms and contract specifications
Ensure all necessary supporting documentation (e.g., lien waivers, certified payroll, insurance certificates) is included with monthly billings to facilitate timely payment
Distribute invoices to clients via mail, email, or client-specific online portals (e.g., Textura, AvidXchange)
Record and apply daily customer payments (checks, ACH, wires) accurately to the corresponding customer accounts and invoices within the accounting system
Perform daily and monthly reconciliation of the AR ledger to the general ledger, investigating and resolving any discrepancies
Generate and maintain detailed weekly aging reports and cash flow forecasts for management review
Proactively monitor the Accounts Receivable aging report and prioritize collection activities for past-due accounts
Contact customers regarding overdue payments via phone and email while maintaining positive client relationships
Work collaboratively with Project Managers and Service Managers to quickly resolve billing disputes, ensuring accurate final payment

Qualification

Accounts Receivable experienceAccounting software proficiencyMicrosoft ExcelConstruction accounting principlesCommunication skills

Required

Minimum of 3 years of dedicated Accounts Receivable experience, preferably within the construction, engineering, or mechanical contracting industry
Proven proficiency with accounting software (e.g., [Specify Software, e.g., QuickBooks Enterprise, Viewpoint, Sage 300]) and Microsoft Excel (including pivot tables and formulas)
Excellent verbal and written communication skills with a professional demeanor suitable for client interaction
Basic understanding of construction accounting principles, including retainage, lien waivers, and progress billing

Company

National HVAC Service

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NATIONAL HVAC SERVICE is a construction company specializing in institutional, retail, and HVAC construction services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-05-31Acquired

Leadership Team

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Kathryn Spencer, CPA
Chief Financial Officer
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Company data provided by crunchbase