Accounts Receivable Specialist
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Job Location:
Watertown, NY - USA
Monthly Salary:
$ 60000 - 80000
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Dynamo Softwareis a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years the Dynamo platform has improved the productivity of fundraising deal research investor servicing portfolio management and compliance teams worldwide. Collectively Dynamos 1000 clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world Blackstone GrowthandFrancisco Partners Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.
Role Overview: Were looking for an Accounts Receivable Specialist who thrives in a fast-moving environment and enjoys solving problems working directly with clients and keeping things running smoothly behind the this role youll help maximize collection efforts resolve billing questions and keep our AR process organized and on join a collaborative Finance Team report to the Financial Controller and have the opportunity to grow your skills across billing collections and financial operations.
What Youll Do (Day-to-Day):
Communicate with internal teams and customers via email and phone to resolve billing questions and follow up on outstanding accounts
Review AR aging reports identify delinquent accounts and own follow-up actions
Research discrepancies and process credits adjustments and corrections as needed
Prepare and present weekly aging summaries and insights
Monitor billing activity and manage the shared billing inbox (Zendesk preferred but not required)
Escalate complex or unresponsive accounts when additional support is needed
Support contract reviews and enter contract data into the billing system
Jump in on special projects that streamline processes and improve the billing experience
Your First Few Months:
During your first few months youll get hands-on experience with our tools workflows and customer portfolio. You will:
Learn our billing and AR systems (Intacct Zendesk) and observe our processes in action
Start owning smaller pieces of the AR portfolio and supporting aging reports
Build confidence communicating directly with clients about past-due accounts
Take ownership of billing inbox responsibilities and weekly updates
Partner with the Billing & AR Manager on contract reviews and data entry
Establish relationships with Customer Success Sales and other internal teams
Identify and suggest improvements to help us streamline workflows and enhance accuracy
What You Bring:
Bachelors degree in Finance Accounting or related field
2 years of experience in Finance or Accounts Receivable
Strong communication skills and a customer-first mindset
Ability to work in a fast-paced environment and meet monthly deadlines
Proficiency in Excel and Outlook; Intacct experience is a plus
Strong attention to detail analytical skills and problem-solving ability
What We Offer:
- The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
- A very attractive work culture in an established technology company. We take pride in our work and people.
- A competitive base salary performance bonus 401k matching & excellent benefits.
- The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.
At Dynamo Software were committed to fair and competitive pay practices. The listed range represents the base salary for this role with final pay determined by experience and addition employees are eligible for our performance-based bonus program. Base Salary Range: $
Dynamo SoftwareInc. isanequalopportunity employer. Allemployment decisions and personnel actions at the Company are administered withoutregard to race color religion creed nationalorigin ancestry sex age qualifiedmentalorphysical disability sexual orientation gender identity genetic carrierstatus any veteranstatus any military service any application for any military service or any other category or class protectedby federal state or local laws. All employmentdecisions and personnel actions such as hiring promotioncompensation benefits and terminationare and will continue to be administered in accordance with and to furtherthe principle of equal employment opportunity.
Required Experience:
Junior 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
For more than 20 years, we have been developing Dynamo Software and proudly stand behind each line of code. Today, we are a leading cloud-based solution for the Alternatives ecosystem because of the hard work, dedication, and passion of our people. Built on Microsoft’s technology stac ... View more
