Accounts Receivable Specialist
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
12 days ago
Vacancies:
1 Vacancy
Job Summary
The role:
SoFi is seeking an Accounts Receivable Specialist to join our Accounting team and report to one of our Senior Revenue Managers.
Join Our Mission: As an Accounts Receivable Specialist youll be a vital part of SoFis receivables and collection team collaborating with multiple dynamic teams and contributing to the daily weekly and monthly operations of accounts receivables.
What youll do:
- Drive accurate and timely invoicing on a monthly basis.
- Ensure the integrity of accounts receivable aging reports and collaborate with business partners on outstanding balances
- Monitoring payments receipts ensuring payments are applied correctly and addressing any discrepancies
- Support the monthly and quarterly close process such as preparing journal entries
- Handle customer set up and any billing or payment inquiries
- Collaborate with key cross-functional partners in Finance Operations and Business Systems to optimize invoicing and collection processes
- Assist in ad-hoc analyses and projects for Accounts Receivable KPIs providing the accounting team and other key stakeholders with valuable insights
What youll need:
- Understanding of basic principles of finance accounting and bookkeeping
- 2-3 years of professional experience in accounts receivable or similar accounting/bookkeeping experiences
- Excellent communication and customer service skills with the ability to work both independently and in a team environment
- Microsoft Excel skills and the ability to analyze data sets
Nice to have:
- Experience with WorkDay or other large financial systems
- Experience in managing process improvement
- Associates degree or equivalent
Required Experience:
IC
Key Skills
- Data Entry
- Customer Service
- Collection calls
- A/R Management
- credit memos
- Past due Account
- General Ledger Accounting
- Accounting
- CMA
- Excel
- Payment Plans
- Account Balances
- Credit Card
- Financial statement
- Special projects
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
