Accounts Receivable Specialist Job Description Template

Job summary

This role manages incoming payments, billing, and credit control to maintain healthy cash flow and accurate financial records. Success in the role means issuing invoices promptly, resolving payment discrepancies efficiently, and maintaining strong, professional relationships with clients.

Responsibilities

• Generate and issue accurate, timely invoices and credit notes to customers.
• Monitor accounts receivable balances and conduct proactive collections follow-ups on overdue accounts.
• Post, allocate, and reconcile daily incoming payments against customer accounts in the accounting system.
• Investigate and resolve billing discrepancies, short payments, and disputed charges with internal and external stakeholders.
• Perform regular bank reconciliations and assist with month-end accounts receivable ledger closing.
• Maintain up-to-date customer master data and credit limits in accordance with financial control policies.

Required qualifications

• Demonstrated experience working in an accounts receivable, credit control, or general accounting role.
• Practical experience with accounting software, ERP platforms, or specialized billing tools.
• Proficiency with spreadsheet applications, including data entry, reconciliations, and basic formulas.
• Strong written and verbal communication skills for professional client collections and dispute management.

Preferred qualifications

• Experience with large-scale ERP platforms such as SAP, Oracle, NetSuite, or Microsoft Dynamics.
• Relevant certification or formal training in accounting, finance, or business administration.
• Experience working in multi-currency or international billing environments.

Skills