Accounts Receivable Specialist

Accounts Receivable Specialist

Reports to : Accounting Manager

Status : Regular, Full-Time, Non-Exempt

Location : Remote (San Diego, CA preferred)

POSITION SUMMARY

We are seeking a detail-oriented, thorough, and organized Accounts Receivable Specialist to support the Finance department. The Accounts Receivable Specialist creates accurate invoices for all revenue streams on a timely basis, receives all customer payments, makes bank deposits, follows the established collections process, and responds to customer inquiries in a professional manner. The Accounts Receivable Specialist is also responsible for managing the data connection between the ERP system and QuickBooks Online that affects their process and troubleshooting issues.

ABOUT FIT SOLUTIONS

FIT Solutions is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets. We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members who are aligned and thrive in a fast-paced, results driven environment.

PRIMARY OBJECTIVES

• Convert agreements daily from ERP system (ConnectWise).
• Create and send client Invoices in ERP system (ConnectWise / Autotask) and sync invoices to QuickBooks.
• Collections correspondence and report to management on overdue accounts. Maintain aging to stay under predetermined amount.
• Manage Customer Payment Portal, receive client payments and make bank deposits 2-3 times per week.

SECONDARY OBJECTIVES

COMPETENCIES

EDUCATION AND EXPERIENCE

BENEFITS

FIT Solutions has your back and is proud to offer a rich benefit package to our employees, including :

Options include, PPO, HDHP, HMO and ACO

PHYSICAL REQUIREMENTS

AAP / EEO Statement

FIT Solutions is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and / or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.

Disclaimer

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands.