Accounts Receivable Specialist

The Opportunity: 
This is an Enterprise-level position within Unity Environmental University responsible for managing and performing accounts receivable functions. The Accounts Receivable Specialist works closely with the Business Office and managers to ensure accurate and timely recording of payments, collections, and account reconciliations. The role also collaborates with the Bursar team to manage refunds and ensures the smooth operation of financial systems.

Day to day responsibilities: 

• Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
• Creates invoices according to Unity Environmental University’s practices; submits invoices to customers or partners as necessary.
• Ensures proper documentation for all accounts receivable transactions, following best practices
• Drafts correspondence for standard past-due accounts and collections; identifies delinquent accounts and contacts account holders to request payment.
• Follows up with clients and partners to ensure outstanding accounts are resolved in a timely manner.
• Researches customer discrepancies and past-due amounts, coordinating with internal teams to resolve issues.
• Generates regular reports regarding the current status of customer accounts, as requested.
• Reconciles accounts receivable on a regular basis and ensures accuracy in financial reporting.
• Reconciles revenue accounts each month to ensure consistency across financial systems.
• Works closely with the Bursar team to facilitate refund processes, ensuring that all relevant payments and financial data are accurately processed and recorded.
• Manages and administers online payment systems, including credit card payments, donations, and deposits.
• Records cash receipts from all sources accurately into Microsoft Dynamics 365 Business Central and other integrated financial systems.
• Prepares daily deposits and journal entries for all accounts receivable transactions.
• Administers check capture software (ACH, Check 21) and manages the relationship with Unity’s bank for online check payments and electronic banking requests.
• Enters accounts receivable invoices into Microsoft Dynamics 365 Business Central and ensures integration with other enterprise systems.
• Runs daily General Ledger (GL) processes and exports necessary data to other platforms.
• Acts as a resource for other team members on AR-related processes.
• Serves as cross-trained backup for Accounts Payable and provides coverage as needed.
• Assists the Bursar’s office by making student calls when requested.
• Provides support for the annual audit, including gathering documentation and assisting auditors as needed.
• Other duties as assigned.

Do you have the skills?

• High School diploma or equivalent required; Associates or bachelor’s degree in Accounting preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, etc.) and accounting software; familiarity with Microsoft Dynamics 365 Business Central or similar financial systems is highly desirable.
• Strong ability to define problems, collect data, establish facts, and draw valid conclusions. Comfort with reconciling discrepancies and resolving financial issues.
• Ability to effectively present information and respond to questions from managers, staff, and external partners.
• Must be able to maintain the highest level of confidentiality in handling sensitive financial data and transactions.
• Strong attention to detail and excellent organizational skills with the ability to manage multiple tasks and prioritize competing deadlines.
• Ability to multi-task and establish priorities for meeting deadlines, using time efficiently.
• Ability to function effectively within Unity Environmental University’s matrix organizational structure,