Job Description

Position: Accounts Receivable Specialist

Number of hours : 40 hours/week

Schedule: EST

Tasks:

Customer Account Set-Up:

• Ensure accurate onboarding of all customer accounts with proper documentation.

• Maintain updated records in the company portal and Xero.

• Update and manage banking information in RBC Express for PAD (Pre-Authorized Debit) pulls.

Invoicing:

• Ensure all customer invoices are processed and closed weekly in Xero, including proper application of sales tax and charges.

• Post customer credits accurately each week.

• Manage special charges (volume discounts, credit card fees, late payment fees) on customer accounts.

• Accurately bill customers for all 3PL (Third-Party Logistics) services.

Cash Receipts:

• Apply cash receipts to customer accounts and open invoices daily.

Collections:

• Send monthly customer statements.

• Conduct weekly collection calls.

• Maintain the AR Watch List for delinquent accounts and update by Tuesday mornings.

• Communicate any invoice disputes to the CX Team in a timely manner.

Other Duties:

• Provide ad-hoc reports related to AR, collections, and cash receipts.

• Follow established company and finance SOPs.

• Assist with GST filings.

Requirements:

• Bachelor’s degree in accounting, Finance, Business Administration, or a related field.

• Minimum 5 years of experience in Accounts Receivable (required)

• Proficient in Xero and online banking platforms (e.g., RBC Express)

• Strong communication and organizational skills

• Self-motivated with the ability to work independently in a remote environment

• Excellent organizational and time-management skills.

• Good English communication skills, both written and verbal

• Highly organized, and able to efficiently prioritize multiple tasks