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Accounts Receivable and Finance Coordinator

Bellows Plumbing, Heating, Cooling & Electrical • Santa Cruz, CA • 10h ago

Accounts Receivable & Finance Coordinator

Bellows Plumbing, Heating, Cooling & Electrical

Location: Soquel, CA

Schedule: Full-time, Monday through Friday, normal business hours

Work Arrangement: On-site; this is not a remote position

About Bellows

Bellows Plumbing, Heating, Cooling & Electrical is a well-established Bay Area home services company providing plumbing, heating, cooling, drain, and electrical services. We are committed to professionalism, accountability, teamwork, and delivering an excellent experience to our customers.

Our core values are being Dependable, Devoted, Tenacious, and Joyful, and we look for employees who bring those values to their work every day.

Position Overview

Bellows is seeking an experienced Accounts Receivable & Finance Coordinator to join our finance department. This is a broad responsibility position, and the individual will work closely with the current team. This position will focus on accounts receivable, customer billing, payment follow-up, and collections focused. Additionally, this individual will also work closely with other members of the finance and operations teams to assist with accounts payable, bookkeeping, purchase-order reconciliation, job costing, and other administrative financial responsibilities.

Primary Responsibilities

Manage accounts receivable and monitor outstanding customer balances.

Contact customers regarding overdue invoices and payment arrangements.

Maintain professional, courteous, and consistent collection efforts.

Process and apply customer payments accurately.

Research and resolve billing discrepancies and account questions.

Prepare and distribute invoices, statements, and collection notices.

Maintain clear and complete notes regarding collection activity.

Assist with accounts payable and vendor invoice processing.

Reconcile purchase orders, vendor invoices, receipts, and job-related expenses.

Support job-costing processes and help ensure costs are assigned to the correct projects or departments.

Assist with bookkeeping, account reconciliation, and financial recordkeeping.

Coordinate with sales, operations, dispatch, and management to resolve billing or job-documentation issues.

Help maintain accurate records in QuickBooks and other company systems.

Complete assigned reports, projects, and financial administrative tasks by established deadlines.

Protect confidential customer, employee, and company financial information.

Provide general support to the finance department as business needs arise.

Qualifications

At least three years of accounting, bookkeeping, accounts receivable, or related finance experience.

Experience in a service, construction, home-services, or project-based business is strongly preferred.

Experience with QuickBooks is preferred; QuickBooks Online experience is a plus.

Working knowledge of accounts receivable, accounts payable, reconciliations, and general bookkeeping practices.

Strong attention to detail and a high level of accuracy.

Ability to prioritize and manage multiple responsibilities without losing track of deadlines.

Comfortable speaking with customers about past-due balances and payment expectations.

Customer-service focused while remaining professional, persistent, and firm when necessary.

Proactive, dependable, and willing to take ownership of responsibilities.

Able to work effectively with coworkers across multiple departments.

Proficient with email, spreadsheets, and standard office software.

Able to learn and work within multiple accounting, customer-management, and operational systems.

The Right Person for This Role

The successful candidate will be someone who:

Takes initiative rather than waiting to be reminded.

Follows up consistently until issues are resolved.

Keeps accurate records and notices when information does not match.

Is not uncomfortable making collection calls.

Communicates professionally, even during difficult conversations.

Meets assigned deadlines and asks for help before a deadline is missed.

Works well as part of a team while remaining accountable for individual responsibilities.

Brings a positive, solutions-oriented attitude to the workplace.

Employment Details

Compensation: $35.00-$40.00 per hour, depending on experience and qualifications.

Benefits: Standard Bellows company benefits.

Schedule: Full-time, Monday through Friday, during normal business hours.

Location: Soquel, California.

Work arrangement: This is an on-site position and is not eligible for remote work.

Bellows Plumbing, Heating, Cooling & Electrical is an opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

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