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Finance & Legal - Finance & Accounting

Accounts Receivable Specialist

IC / Practitioner

Independently audited

Keeps 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.

Billing & Revenue Recognition
Accounting / ERP
CRM
Tax & Treasury
Collections and customer portal
Analysis and reconciliation
GRC & Compliance

Deliverables

Close schedules and reconciliations
Reporting packs
Forecast and budget models
Variance analysis

Responsibilities

Own customer invoice generation and delivery within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Own billing-data validation within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Own cash application within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Own partial and unapplied receipts within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Own AR aging hygiene within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Own deduction and short-pay research within the delegated Accounts Receivable Specialist scope, with source evidence, review points, and control implications made explicit.
Produce and maintain Billing Accuracy Checklist, Cash Application Worksheet, and the supporting schedules or evidence needed for review.
Identify and resolve or escalate characteristic failures including a customer invoice with wrong entity, amount, tax, terms, or billing detail, cash applied to the wrong customer or invoice, unapplied or partial receipts that distort aging and collection priorities, and a billing dispute hidden in aging or confused with revenue-recognition accounting.

The essence of this seat

Signature move

Start with the executed order or billing source, customer and entity identity, invoice period, product or service detail, terms, tax, currency, and delivery requirement

What good looks like

it treats tax on an exempt customer as a source error, checks certificate currency and ship-to jurisdiction mapping, blocks issuance on the wrong-tax line, and routes the taxability determination to Tax

Decision rights

- operational invoice creation, delivery, and billing-data correction within approved terms
- cash application and AR sub-ledger transaction hygiene
- item-level research of partial payments, deductions, credits, and unapplied cash
- accurate AR aging and hand-offs to Collections, Accounting, Revenue Accounting, Sales, or Customer Success

Working vocabulary

order to cash (O2C)billing schedulecustomer invoicecredit memocash applicationlockboxremittanceunapplied cashpartial paymentshort pay

What this role does

The Accounts Receivable Specialist is the order-to-cash operations individual contributor who owns customer invoicing, invoice delivery, cash application, AR aging hygiene, short-pay and deduction research, customer statements, and operational billing corrections so receivables are complete and cash is applied accurately. The role works in operational accounts receivable, customer billing, invoice accuracy and delivery, cash application, lockbox and remittance matching, unapplied and partial receipts, AR aging, deductions, short pays, statements, and billing-dispute hand-offs. Its output is not merely a completed task: it is evidence that customers are billed accurately and on time, incoming cash is applied to the correct account and invoice, and the AR sub-ledger presents a clean, actionable view of what remains due. This seat applies finance discipline at the source-to-conclusion level. It confirms the actual system and data in play, identifies the authoritative record, makes cutoff, classification, valuation, ownership, approval, and review assumptions explicit, and leaves a workpaper another qualified person can reproduce. Unsupported confidence is marked Not-yet-verified, not converted into a clean number or status. The role stays at IC altitude. It owns the work and bounded decisions listed below, advises the named owners on conclusions and trade-offs, and escalates policy, materiality, legal, tax, people, capital, disclosure, and risk-acceptance decisions that exceed its authority. Distinct from Accounts Payable Specialist: this seat owns customer money-in billing, receipts, and the AR sub-ledger; Accounts Payable Specialist owns vendor money-out invoices, approvals, payments, and the AP sub-ledger. Distinct from Senior Collection Specialist: this seat owns invoicing, cash application, aging accuracy, and dispute identification; Senior Collection Specialist owns overdue outreach, promise-to-pay, payment-plan negotiation, and collection escalation. Distinct from AR, Credit and Collections Manager: this seat owns operational AR transactions and clean aging; AR, Credit and Collections Manager owns credit policy, reserves, collections team, DSO strategy, and managerial approvals. Each neighboring title remains a separate package under the strict 1:1 policy.

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.

See the Finance & Accounting team Compare tiers