Accounting Specialist

Proctor Financial, Inc.•Solon, OH

9d•$22 - $22

About The Position

This role ensures payments are collected within established terms, resolves billing discrepancies, and maintains detailed documentation of all collection activities. The specialist will review ageing reports, identify delinquent accounts, and collaborate with internal teams to address issues that may delay payments.

Requirements

High School Diploma/GED required
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
1 – 3 years’ experience in a similar position
Ability to use discretion, exercise good judgment and resourcefulness.
Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day
Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
Vision sufficient for use of a computer monitor.
Sedentary position.
Ability to sit at a desk 7-8 hours per day.
Workers are not substantially exposed to adverse environmental conditions.
Lifting and/or carrying (<10 lbs.)
Manipulate small and/or large bulky objects
Standing, reaching, kneeling, stooping, bending, pushing and pulling may be required.

Nice To Haves

Experience in accounting, finance, or related operational roles preferred.
Strong analytical, organizational, and problem-solving skills.
Ability to communicate effectively with internal stakeholders, agents, and external clients.
Proficiency with banking portals, financial reporting tools, and standard office software.
Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.

Responsibilities

Monitor accounts receivable aging reports and identify delinquent accounts.
Conduct timely outreach to clients via phone, email, and written communication to collect outstanding payments.
Document all collection activities, payment commitments, and follow-up actions in the system.
Investigate and resolve billing discrepancies, short-pays, and disputed invoices.
Coordinate with internal departments to resolve missing information, incorrect charges, or service-related issues.
Support month-end closing activities, including AR reporting and account reconciliations.
Process customer refunds in accordance with company policies and approval workflows.
Verify refund eligibility, supporting documentation, and accuracy of amounts prior to processing.
Partner with operations, accounting, and leadership teams to address recurring issues or trends.
Reconciliations and support month-end and year-end accounting activities.
Adhere to a set schedule.
Other duties as assigned.