Accounts Receivable Specialist

Accounts Receivable Specialist

20 Jul 2025
California, San francisco bay area 00000 San francisco bay area USA

Accounts Receivable Specialist

We are a local construction company based in Santa Rosa. We’re currently seeking an Accounts Receivable/Administrative Support person. This is a full-time position Monday through Friday, in office, with benefits (Health Insurance, Dental Insurance, Vision Insurance, 401k with Employer Match, Paid Time Off).

Duties:

Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables data and reconciling data to confirm accuracy

Review contracts for billing and submission requirements, obtain, execute, and distribute preliminary paperwork such as certificates of insurance, preliminary notices, and other contract-related forms based on the contract/client needs

Prepare and execute billing packages including, but not limited to invoices, waivers, and billing worksheets

Enter and maintain billing change requests and change orders

Process payments received and check deposits in compliance with financial policies and procedures

Maintain tracking systems and communication for customer accounts, outstanding payments, job completion status, and job/client-related information

Generate financial statements and reports detailing accounts receivable information

Assist with front-office tasks, including but not limited to answering multi-line phones, picking up and dropping off mail, and general office needs that may arise

Qualifications:

Previous experience in construction-related accounts receivable preferred

Strong understanding of basic accounting principles and practices

Proficient with accounting software and Microsoft Office Suite (Excel, Word)

Excellent attention to detail and accuracy in data entry and record keeping

Strong organizational, time, and task management skills, and prioritizing tasks effectively

Ability to work both independently and with a team

Excellent communication skills, both verbal and written

Strong customer relations skills

Ability to maintain professionalism and confidentiality in handling sensitive financial information

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as required to meet the ongoing needs of the organization.

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