Account Specialist

ABC Imaging • Annandale, VA • 2d ago

Job Summary:

We are seeking a detail-oriented and proactive Accounts Specialist to join our financial operations team. This role focuses on cash applications, account maintenance, invoice support, and day-to-day reconciliation tasks.

Responsibilities:

-Reconcile US and UK bank statements; create cash receipts; approve and apply payments to invoices.

-Deposit checks and apply them to the correct invoices.

-Manage checks received via lockbox; apply payments and coordinate with the bank to resolve issues.

-Create and update account information (addresses, names, locations, contacts); attach applications, credit card forms, and update pricing as needed.

-Manually run cards and electronic checks on autopay accounts; contact customers regarding overdue payments and declined transactions.

-Complete unconditional/conditional lien waivers; obtain signatures and notarization.

-Create credit and debit memos; gather justification for refunds, fill out documents, print, scan, and submit to accounting.

-Fill out credit reference forms and vendor registration documents.

-Add project names and numbers to invoices for accurate billing.

-Answer phone inquiries about invoices or work orders; process payments taken over the phone.

-Manage the Accounts email group, ensuring timely responses and follow-up.

-Assist with projects related to accounts, such as onboarding clients from acquired companies and helping finance sort through invoices and payments.

-Create user accounts for clients in our billing portal.

-Reconcile unapplied payments; request remits, and identify the correct account for each payment.

Qualifications:

-Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent work experience).

-2+ years of experience in accounts receivable, cashiering, or billing support.

-Proficiency with accounting software and billing portals; experience with multi-currency reconciliation (US/UK) a plus.

-Strong attention to detail and accuracy; ability to manage multiple tasks simultaneously.

-Excellent communication skills (phone, email, and in-person).

-Ability to handle confidential information with discretion.

-Basic to intermediate Excel skills (pivot tables, v-lookups a plus).

-Experience with lien waivers, credit/debit memos, and vendor registration preferred.

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