Accounts Receivable

• Execute daily accounts receivable workflows and monitor incoming customer payments
• Process credit card transactions according to established procedures
• Maintain accurate customer account balances and identify overdue accounts
• Respond to routine billing inquiries and resolve account discrepancies
• Maintain payment activity and customer communication records in the CRM
• Escalate unresolved payment issues when senior finance involvement is required
• Prepare and submit commercial invoices for school districts and multifamily properties
• Download, organize, and convert billing documentation for third-party vendor portal submissions
• Track invoice submission deadlines and resolve routine portal administrative issues
• Ensure supporting documentation is complete, accurate, and aligned with billing schedules
• Generate recurring weekly accounts receivable and collections reports
• Maintain visibility into outstanding balances, payment statuses, and recurring payment delays
• Organize account notes to support collections communications and mitigate AR risk
• Assist with account reconciliations and verify transactions against supporting records
• Review ledger balances, identify missing or misclassified entries, and support financial data cleanup
• Keep financial documentation organized, complete, and audit-ready
• Maintain customer profile and billing data in PestPac CRM
• Use Microsoft Excel and Google Workspace for financial data organization, tracking, and reporting
• Support adoption of AI-enabled reporting, analytics, and process improvements
• Identify workflow bottlenecks and recommend practical process enhancements
• Collaborate with the internal Finance team and on-site AR and collections personnel
• Coordinate customer account updates and billing requirements
• Report to and receive guidance from the Operations Manager

Explore Accounts Receivable – Financial Operations Specialist at Oceans. Review requirements and application details.