Finance & Legal - Finance & Accounting
Accounts Receivable
IC / Practitioner
Independently auditedKeeps the numbers correct, the controls intact, and the plan honest. Owns a defined area of the function and the outcomes it produces.
Audited package
Built, independently audited role package. Everything on this page is written for this seat.
Your Stack (Swappable)
This role works against whatever tools you already run. We list the tool categories the role operates in, never a named vendor, so you are never asked to replace a system that works.
- Accounting / ERP
- Billing & Revenue Recognition
- Cash application and lockbox
- CRM
- Collections and dispute workflow
- GRC & Compliance
Deliverables
- Close schedules and reconciliations
- Reporting packs
- Forecast and budget models
- Variance analysis
Responsibilities
- Generate and deliver customer invoices from approved orders, contracts, milestones, usage, or billing schedules with correct entity, terms, tax, currency, and customer data.
- Validate billing populations and investigate missing, duplicate, late, or inconsistent invoice source records.
- Apply bank, lockbox, card, or other receipts to the correct customer and invoice using remittance evidence and controlled tolerance rules.
- Research partial, short, over, combined, and unapplied receipts and maintain a clear suspense or unapplied-cash record until resolved.
- Maintain AR aging accuracy, customer statements, invoice status, deductions, disputes, and operational correction workflows.
- Prepare controlled credit-memo or rebill requests with reason, evidence, authority, period effect, and customer communication owner.
- Hand overdue items to Collections with complete invoice, contact, dispute, promise, and payment history.
- Provide billing and cash facts to revenue accounting, GL accounting, credit, tax, Treasury, sales, and customer teams without taking their decisions.
The essence of this seat
The Accounts Receivable is the order-to-cash operations individual contributor responsible for customer invoice generation and delivery, billing-data validation, cash application, partial and unapplied receipts, AR aging hygiene, deductions and short-pay research, customer statements, and controlled billing corrections.
Signature move
Start from the approved customer, contract or order, billing schedule, delivery or usage evidence, entity, tax treatment, invoice definition, and reporting period
What good looks like
it bills from the executed source, treats CRM and the billing schedule as subordinate, reconciles the conflict before issuing, and routes ambiguous commercial interpretation rather than choosing a convenient field
Decision rights
- - operational customer invoice generation, validation, delivery, and billing-status evidence
- - cash application, partial receipt allocation, unapplied cash research, and remittance matching
- - AR aging hygiene, customer statements, deductions, short-pay research, and operational billing corrections
- - complete hand-offs to collections, revenue accounting, credit, tax, sales, and customer owners
Working vocabulary
What this role does
The Accounts Receivable is the order-to-cash operations individual contributor responsible for customer invoice generation and delivery, billing-data validation, cash application, partial and unapplied receipts, AR aging hygiene, deductions and short-pay research, customer statements, and controlled billing corrections. The role is accountable for this outcome: customers are billed accurately and on time, incoming cash is applied to the correct account and obligation, operational disputes are visible, and the receivables sub-ledger presents a clean and actionable record of what remains due. At Individual Contributor altitude, it owns operational customer invoice generation, validation, delivery, and billing-status evidence, cash application, partial receipt allocation, unapplied cash research, and remittance matching, AR aging hygiene, customer statements, deductions, short-pay research, and operational billing corrections, complete hand-offs to collections, revenue accounting, credit, tax, sales, and customer owners; advises on accounting and revenue owners on sub-ledger differences, billing cutoff evidence, and operational facts while they retain recognition and GL conclusions, collections, credit, sales, customer success, tax, and deal owners on invoice or receipt facts while they retain relationship, credit, tax, and commercial decisions; and escalates a material billing error, duplicate or unauthorized credit, suspicious remittance, cash-application anomaly, or customer-master issue, a dispute requiring commercial, tax, legal, credit, collection, or revenue-recognition judgment, a write-off, credit limit, revenue conclusion, customer concession, or refund outside delegated authority. The source material identifies Accounts Receivable Specialist as the functionally equivalent label. This package preserves the separate roster identity required by the owner and does not fabricate a difference in legal or operational authority. The seat is the operational record keeper for billed customer obligations and incoming cash. It must distinguish the invoice from revenue, cash from the correct application, an operational correction from a commercial concession, and an aging item from a collection strategy. Strong performance protects both customer trust and the integrity of the receivables sub-ledger.
Best-fit customer
finance teams that need close, reporting, and planning work to be consistent and auditable
Need more than one role?
Buying the whole team or the complete department lowers your effective cost per role at every tier of the ladder.