Southwest Strategies Group · 14 hours ago
AR Specialist
San Diego, CA
Full-time
Hybrid
Mid Level
$25/hr - $35/hr
3+ years expSouthwest Strategies Group is seeking a full-time AR Specialist to join their team. The role involves managing the full accounts receivable cycle, including invoicing, collections, and reconciliations, while also leading the implementation of Sage Intacct software and generating financial reports.
AdvertisingMarketingPublic Relations
Responsibilities
Manage the full accounts receivable cycle, including invoicing, collections, and reconciliations
Monitor customer accounts for outstanding balances and follow up on overdue payments
Prepare and analyze AR aging reports to identify collection issues and develop strategies for resolution
Maintain accurate records of all transactions and communications with customers
Lead the implementation of Sage Intacct software, including needs assessment, system configuration, and data migration
Collaborate with cross-functional teams to gather requirements and define business processes
Conduct user training and provide ongoing support to ensure successful adoption of the software
Develop and maintain documentation for processes, procedures, and system configurations
Troubleshoot and resolve issues related to Sage Intacct functionality
Generate and analyze financial reports related to accounts receivable and cash flow
Provide insights and recommendations for process improvements and efficiencies
Assist in month-end and year-end closing processes
Understanding of Project Management, budget tracking, billing etc
Prepare and analyze financial reports on a weekly/monthly basis to track key performance indicators
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
3+ years of experience in accounts receivable or finance roles
Strong understanding of financial principles and accounting practices
Excellent analytical and problem-solving skills
Proficient in Microsoft Excel and other financial software
Strong communication and interpersonal skills
Preferred
Experience with Sage Intacct is strongly preferred
Benefits
No-cost medical plan
Dental
Vision
FSA
3 weeks PTO
14 paid holidays
401(k) profit sharing
Professional development stipend
Internal training programs
Company wellness stipend for ClassPass
Mentorship from experienced professionals
Company events and celebrations
Employee recognition program celebrating achievements and contributions
Company
Southwest Strategies Group
Southwest Strategies Group is one of the most respected, recognized and successful public outreach and communications firms in the Western United States.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Palladium Equity Partners
2022-12-01Private Equity
Leadership Team
Jennifer Wahl
Chief Operating Officer
Ben Boyce, APR
Senior Vice President and Partner
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