Assist World
Accounts Receivable & Billing Specialist
Philippines / Finance / Full-Time
Role brief
What this role is asking for.
Role Overview We’re looking for a detail-oriented Accounts Receivable & Billing Specialist to join our remote team on a full-time basis. This role focuses primarily on Accounts Receivable (approximately 80%) and partial Billing functions (approximately 20%), though this split may fluctuate based on staffing needs. For example, if a team member is on PTO, this individual may be required to temporarily take on full AR or full Billing responsibilities until that employee returns. Key Responsibilities Accounts Receivable • Pull and review Accounts Receivable information and Statements of Account (SOA) in QuickBooks Online for customers with past due balances • Monitor AR aging and proactively follow up with customers on outstanding invoices via Microsoft Outlook • Send updated SOAs and aging reports to customers in a timely and professional manner • Process and apply incoming payments, keeping accounts accurate and current • Flag aged or high-risk accounts to management and support escalation as needed Billing • Review and complete invoice charges in Crown, the company’s transportation management and billing software • Send invoices to customers through Crown • Prepare Excel reports of invoiced jobs for upload into QuickBooks Online (coordinating with Honie) • Communicate with customers regarding billing information for completed jobs via Microsoft Outlook • Maintain accurate and...
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