Accounts Receivable Specialist

Robert Half • San Ramon, CA • 40min ago

Description We are looking for an Accounts Receivable Specialist to join our team in San Ramon, California. This permanent, on-site position supports the complete receivables cycle, from invoice creation through payment posting and collections follow-up. The ideal candidate brings strong business-to-business receivables experience, a sharp eye for detail, and the ability to work across finance, operations, and sales to keep accounts accurate and cash flow on track.

Responsibilities:

Generate customer invoices using contract terms, service milestones, and delivery timelines to ensure timely and accurate billing.

Maintain account records in NetSuite, including customer details, payment terms, tax settings, and supporting documentation.

Post and reconcile incoming payments received through ACH, wire transfers, checks, and credit cards, while investigating unapplied or mismatched transactions.

Manage past-due accounts by reviewing aging activity, sending follow-ups, escalating issues when needed, and helping drive resolution of outstanding balances.

Partner with internal teams and customers to research billing discrepancies, issue adjustments or credit memos, and resolve disputes efficiently.

Perform accounts receivable reconciliations against the general ledger and provide support for month-end close activities and audit requests.

Review credit-related information, contribute recommendations on payment terms, and assist with decisions involving payment plans, credit holds, or write-offs.

Prepare recurring reporting on receivables status, collection progress, and cash expectations, while identifying accounts that may present payment risk.

Help improve efficiency by supporting automation of invoicing, reminders, collection workflows, and electronic payment adoption.

Use available technology and process improvement tools to strengthen cash application accuracy, streamline dispute handling, and enhance customer communication. Requirements - At least 3 years of experience in B2B accounts receivable, billing, or commercial collections.

Practical experience working in NetSuite or a similar ERP platform.

Solid understanding of accounts receivable reconciliations, month-end close support, and sales tax administration.

Demonstrated success managing delinquent balances and improving collection results.

Strong written and verbal communication skills with the ability to maintain detail-oriented customer relationships.

Advanced Excel capabilities, including lookups, pivot tables, and aging analysis.

High level of accuracy, organization, and documentation discipline suitable for audit support.

Associate's or bachelor's degree in Accounting, Finance, Business, or comparable hands-on experience.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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