Accounts Receivable Specialist, Togetherwork

• Bachelor’s degree in Finance, Accounting, or a related field, or at least 4 years of equivalent office work experience as an Accounts Receivable Specialist, Bookkeeper, or in a similar accounting or finance role
• Microsoft Office proficiency (Outlook, Excel, SharePoint, Teams, etc.)
• Comfortable working with technology and productive within a remote work environment
• Excellent verbal, written, and interpersonal communication skills
• Superb time management skills and ability to prioritize effectively
• Self-motivated and adaptable
• Positive attitude towards learning new skills and systems
• Strong organizational & mathematical skills
• Understanding of basic bookkeeping principles
• Ability to work independently and collaboratively within a team

Desirable

• The Accounts Receivable Specialist position supports our client base by overseeing all areas relating to Account Receivables for assigned clients and is also responsible for monthly open balance statements, billing transactions, monitoring incoming payments, and spotting accounting discrepancies
• For specifically assigned accounts and/or groups of accounts, the AR Specialist will be responsible for all tasks involved in the accounts receivable cycle, including:
• Process and oversee funds received by various means (including checks, cash, credit card, direct credit and direct debit), and allocate on an accurate and timely basis
• Provide customer service for synagogue and congregant requests & transactions
• Prepare and deliver monthly and annual statements as required
• Set up one-time payments and recurring payment plans
• Process and oversee posting of daily and annual billing
• Provide ad-hoc and scheduled reports as needed
• Research bank reconciliation discrepancies
• Process refunds as needed
• Maintain updated charge types
• Maintain client files
• Effectively communicate with Account Managers and other Kesef departments as needed
• Oversee data entry staff, and provide guidance and instruction as needed
• Undertake other tasks and/or projects as required to support the wider Kesef Team