Accounts Receivable Associate

Description

Due to continuing growth, we are seeking an organized and detail-oriented Accounts Receivable Associate to join our team. The Accounts Receivable Associate will work closely with the Accounts Receivable Manager in managing and optimizing our accounts receivable processes.

Who we are :

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work / life balance a priority.

What you will do :

• Process and manage daily accounts receivable transactions / records and ensure timely application of payments.
• Assist in the completion of bank reconciliations.
• Answer emails / phone calls daily from clients and our local offices.
• Reconcile customer accounts, investigate discrepancies, and resolve billing issues promptly.
• Follow up on remaining open balance issues, and ensure items are resolved within the timeline given – ensuring communication on account issues.
• Collaborate with our local offices and on-site teams to address any payment or invoicing issues.
• Oversee completion of payment plan customer accounts and closing deposits daily in our system.
• Assist with month-end and year-end closing processes by providing accurate data and reports related to accounts receivable.
• Assist with the implementation of the dunning process for new offices, while monitoring the dunning process for existing offices.
• Preferred : Experience using NetSuite for accounts receivable and general accounting functions.

What we look for :

What we offer :