AR/Billing Clerk

Pacific Neuropsychiatric Specialists Inc

AR/Billing Clerk

Irvine, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Dental insurance

    Health insurance

    Paid time off

    Vision insurance

    Job Summary

    The Accounts Receivable Clerk is responsible for performing a variety of financial and administrative tasks to ensure accurate and timely billing, collection, and reconciliation of customer accounts. This role plays a key role in maintaining healthy cash flow, supporting customer relationships, and ensuring the integrity of financial data within the organization.

    Key Responsibilities

    Billing & Invoicing

    Prepare and distribute customer invoices in a timely and accurate manner.

    Verify billing data, pricing, and supporting documentation before invoicing.

    Process credit memos, adjustments, and account corrections as needed.

    Collections & Customer Account Management

    Monitor outstanding customer balances and follow up on past‑due accounts.

    Communicate with customers regarding payments, discrepancies, and account inquiries.

    Maintain detailed records of collection activities and customer communications.

    Payment Processing

    Record customer payments, including checks, ACH, wire transfers, and credit card transactions.

    Apply payments accurately against customer invoices and resolve payment posting issues.

    Reconcile customer accounts and research variances or unapplied payments.

    Reporting & Recordkeeping

    Prepare weekly or monthly AR aging reports for management.

    Assist with month‑end closing processes, including journal entry posting and account reconciliations.

    Maintain organized and up‑to‑date AR files and documentation.

    Compliance & Internal Controls

    Follow established accounting policies and procedures.

    Support audits by providing requested AR documentation.

    Identify opportunities for process improvements in billing and collections workflows.

    Education and Experience:

    High school diploma required; associate or bachelor’s degree in accounting or finance preferred.

    1–3 years of experience in accounts receivable or general accounting (preferred).

    NetSuite experience is highly desirable.

    Skills & Abilities:

    Strong attention to detail and high level of accuracy.

    Excellent communication and customer service skills.

    Proficiency with accounting software (e.g., QuickBooks, NetSuite, SAP, Oracle) and Microsoft Excel.

    Ability to manage multiple tasks, meet deadlines, and work independently.

    Knowledge of basic accounting principles and AR best practices.