Rose Roofing and Restoration
Accounts Receivable Specialist
Rose Roofing and Restoration, Sterling, Virginia, United States, 22170
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Accounts Receivable Specialist
role at
Rose Roofing and Restoration .
Job Summary The Accounts Receivable Specialist is responsible for managing incoming payments, maintaining accurate customer accounts, and ensuring timely invoicing and collections. This role plays a key part in monitoring homeowner and insurance deposits, applying credits, tracking referrals, and moving jobs efficiently through the company's financial and operational pipeline.
Key Responsibilities Homeowner Deposits
Receive, record, and track homeowner deposits
Ensure deposits are applied accurately to the correct jobs and accounts
Reconcile deposit records with accounting systems
Insurance Deposits
Process and track insurance-related deposits
Follow up on outstanding insurance payments as needed
Invoicing and Payments
Generate and send accurate invoices to homeowners
Post payments (checks, electronic payments, etc.) in a timely manner
Resolve payment discrepancies and customer billing questions
Homeowner Credits
Apply and monitor homeowner credits
Ensure credits are properly documented and reflected in customer accounts
Communicate credit balances when applicable
Homeowner Referrals
Track homeowner referral credits or incentives
Ensure referrals recorded accurately and applied according to company policy
Pipeline Management
Move jobs through the financial pipeline
Coordinate with operations, project managers, and sales teams to ensure billing milestones are met
Monitor job statuses to ensure accounts remain current
Reporting and Recordkeeping
Maintain organized and accurate accounts receivable records
Qualifications
High school diploma or equivalent (Associate's degree in accounting or finance preferred)
Previous accounts receivable or bookkeeping experience preferred
Strong attention to detail and accuracy
Ability to manage multiple accounts and deadlines
Proficiency with accounting software and spreadsheets
Strong communication and organizational skills
Skills And Competencies
Financial accuracy and consistency
Time management and prioritization
Professional customer communication
Problem-solving and follow-through
Seniority level
Associate
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Construction
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Accounts Receivable Specialist
role at
Rose Roofing and Restoration .
Job Summary The Accounts Receivable Specialist is responsible for managing incoming payments, maintaining accurate customer accounts, and ensuring timely invoicing and collections. This role plays a key part in monitoring homeowner and insurance deposits, applying credits, tracking referrals, and moving jobs efficiently through the company's financial and operational pipeline.
Key Responsibilities Homeowner Deposits
Receive, record, and track homeowner deposits
Ensure deposits are applied accurately to the correct jobs and accounts
Reconcile deposit records with accounting systems
Insurance Deposits
Process and track insurance-related deposits
Follow up on outstanding insurance payments as needed
Invoicing and Payments
Generate and send accurate invoices to homeowners
Post payments (checks, electronic payments, etc.) in a timely manner
Resolve payment discrepancies and customer billing questions
Homeowner Credits
Apply and monitor homeowner credits
Ensure credits are properly documented and reflected in customer accounts
Communicate credit balances when applicable
Homeowner Referrals
Track homeowner referral credits or incentives
Ensure referrals recorded accurately and applied according to company policy
Pipeline Management
Move jobs through the financial pipeline
Coordinate with operations, project managers, and sales teams to ensure billing milestones are met
Monitor job statuses to ensure accounts remain current
Reporting and Recordkeeping
Maintain organized and accurate accounts receivable records
Qualifications
High school diploma or equivalent (Associate's degree in accounting or finance preferred)
Previous accounts receivable or bookkeeping experience preferred
Strong attention to detail and accuracy
Ability to manage multiple accounts and deadlines
Proficiency with accounting software and spreadsheets
Strong communication and organizational skills
Skills And Competencies
Financial accuracy and consistency
Time management and prioritization
Professional customer communication
Problem-solving and follow-through
Seniority level
Associate
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Construction
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