Are you detail-obsessed with a passion for getting things done right?
We are looking for an Accounts Receivable professional who brings precision, accountability, and follow-through to every transaction. In this role, you are the backbone of our cash flow—ensuring invoices are accurate, payments are collected, and client relationships remain strong.
Reporting directly to the Accounting Analyst, you will blend disciplined financial processes with proactive communication. This is a role for someone who takes ownership, thrives on organization, and is excited to help build structure in a growing business.
Our DNA: The Values That Guide Us
- We Answer the Call: We respond with urgency. Whether it’s a homeowner in need or a builder on a deadline, we are accountable for every second of the client experience.
- We Don’t Cut Corners: We prioritize quality and thoroughness. In the elevator business, trust is earned through high standards and zero compromises.
- We Find a Way: We approach challenges with resourcefulness. From complex site assessments to emerging market needs, we do what it takes to get the job done.
- We Have Each Other’s Backs: You’ll work closely with our service and installation teams. We share knowledge, step in when needed, and never let a teammate face a challenge alone.
The Mission
Your goal is to ensure accurate billing, timely collections, and strong financial health through disciplined accounts receivable management, credit oversight, and the development of scalable, well-documented processes.
Billing & Invoicing Accuracy
- Product & Service Invoicing: Generate accurate invoices for product sales, parts, and service work in a timely manner.
- Progress Billing: Prepare and submit progress invoices for subcontracted installation projects, ensuring alignment with contract terms and project milestones.
- Portal Management: Navigate and manage invoicing through general contractor portals (e.g., progress draws, lien waivers, compliance documentation).
- Contract Alignment: Ensure all billing reflects agreed pricing, scope, and supporting documentation.
- Documentation Control: Maintain organized records of invoices, credits, change orders, and supporting project documentation.
Collections & Cash Flow Management
- Proactive Follow-Up: Monitor aging reports and follow up on outstanding balances across both standard and project-based accounts.
- GC & Client Coordination: Work directly with general contractors and clients to track payment status, approvals, and release of funds.
- Dispute Resolution: Investigate and resolve billing discrepancies, including those related to project scope, milestones, or portal submissions.
- Cash Application: Accurately apply payments and reconcile accounts.
Customer Credit Management
- Credit Review: Assess new customer credit applications, including financial information and trade references.
- Credit Limits: Recommend and maintain appropriate credit limits based on risk profile and payment history.
- Ongoing Monitoring: Regularly review customer accounts to identify risk, escalating concerns as needed.
- Policy Development: Support the refinement and documentation of credit policies as the business scales.
- Cross-Functional Alignment: Partner with sales and leadership to balance business growth with prudent credit risk management.
Financial Operations, Reporting & Process Development
- Weekly Sales Reporting: Prepare and distribute weekly reports summarizing new sales by product line, ensuring accuracy and clarity for leadership review.
- AR Reporting: Prepare aging reports and provide insights on collections, credit exposure, and cash flow.
- ERP Implementation Support: Actively participate in ERP implementation by helping define workflows, validate data, and improve system-driven processes.
- Process Documentation (SOPs): Help build and document standardized operating procedures for invoicing, collections, credit, and reporting.
- Process Improvement: Identify inefficiencies and bring structure to existing workflows, helping transition the business to more scalable, repeatable processes.
- Cross-Team Coordination: Collaborate with sales, client experience and operations to ensure billing aligns with project progress and reported sales.
What You Bring
- Experience: 2+ years in accounts receivable, billing, or related finance role.
- Industry Exposure : Experience with construction, subcontracting, or progress billing environments is an asset.
- Credit Experience: Familiarity with credit assessment, credit limits, and risk management practices.
- Process Mindset: Interest or experience in improving workflows, documenting processes, or supporting system implementations (ERP implementation experience is a plus).
- Attention to Detail: Strong accuracy in invoicing, reconciliation, and reporting.
- Communication: Confident and professional when working with clients, general contractors, and internal teams.
- Organization: Ability to manage multiple projects, billing schedules, reporting deadlines, and credit reviews simultaneously.
- Systems: Experience with accounting software, Excel, and online invoicing or contractor portals.
- Mindset: A proactive, problem-solving attitude with a commitment to getting things done right.
What Success Looks Like
- Accurate and timely invoicing across both direct sales and project-based work.
- Smooth submission and approval of progress billings through contractor portals.
- Strong credit management practices that minimize risk while supporting business growth.
- Reliable, accurate weekly sales reporting that provides clear visibility by product line.
- Clearly documented, standardized AR and credit processes that improve consistency and scalability.
- Meaningful contributions to ERP implementation and improved system-driven workflows.
- Reduced aging balances and improved cash collection cycles.
- Clean, reconciled accounts with dependable financial reporting.
Pay: $50,000.00-$60,000.00 per year
Benefits:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Work Location: In person
