Accounts Receivable Specialist managing billing, collections, reconciliations, and customer setup for SOCi’s AI - powered marketing platform. Supporting cash flow across a remote, cross - functional finance team.
About the role
- Accounts Receivable Specialist managing invoicing, collections, reconciliations, and cash forecasting. Supporting Envest’s clean-energy companies across Canada through financial controls and process improvement.
Responsibilities
- Manage accurate and timely invoicing and credit processing for Bullfrog and Balfour customer accounts
- Support Seacliff’s Office Manager with billing processes and act as alternate
- Perform advanced cash application and account reconciliations, including resolving unapplied cash
- Monitor AR aging, identify risk trends, and drive resolution of past-due balances
- Manage Salesforce and compliance requirements end to end
- Partner cross-functionally with Sales and Finance to resolve issues
- Manage AR reporting, analysis, and process improvement initiatives
- Support internal control processes related to accounts receivable
- Support annual financial audits
- Collaborate with Treasury/FP&A on cash-flow forecasts
- Monitor and forecast cash receipts for weekly cash-flow forecasts
- Support Salesforce and accounting-system optimization, including automation, reporting tools, and integrations
- Maintain confidentiality of financial records and sensitive information
- Perform other assigned duties
Requirements
- Bachelor’s degree in Accounting, Finance, Commerce, or a related discipline
- 3+ years of experience in Accounts Receivable, Billing, or a similar finance role
- Experience with daily cash application and obtaining remittance information to meet audit standards
- Proven collections experience, including customer contact, follow-ups, and scheduling calls with customers and Sales Representatives
- Experience supporting monthly, quarterly, or annual audits
- Hands-on experience reviewing projects and coordinating billing with cross-functional teams
- Strong knowledge of financial controls and compliance requirements
- Advanced Excel skills
- Familiarity with Salesforce and accounting systems
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