AR Specialist

Full-time

Description

Southwest Strategies Group is seeking a full-time, AR Specialist to join our team. We are looking for a detail-oriented professional to manage the full accounts receivable cycle, including invoicing, complex tiered billing, collections, and customer account reconciliations. The ideal candidate has 3+ years of AR or finance experience, strong attention to detail, proficiency in Excel, and strong analytical skills to drive f process improvements. Experience with Sage Intacct is preferred.

About Southwest Strategies Group

Southwest Strategies Group is focused on building leaders in our industry and community. With more than 130 professionals from diverse backgrounds and experience, our team is uniquely positioned to communicate with stakeholders where they are in a way they understand. We approach every project as a trusted partner, leveraging decades of expertise to provide custom strategies that help our clients get results.

Position:

Location and Travel: This person must be located in San Diego. Our offices operate on a hybrid schedule, with 3 days onsite in San Diego. Availability to work extended hours or weekends when project demands require.

Compensation:

The annual base amount for this position is dependent on several factors, including the candidate’s geographic location, experience, and qualifications. The annual base amount may be adjusted based on market conditions in the location where the employee resides.

A typical hourly base range for this role is: $25.00 - $35.00 - Non -Exempt (actual compensation may vary by location and will follow local regulations).

Key Responsibilities:

Accounts Receivable Management

• 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

Sage Intacct Implementation

• 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

Reporting and Analysis

• 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

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ years of experience in accounts receivable or finance roles
• Experience with Sage Intacct is strongly preferred
• 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

Why You’ll Love Working Here:

• Competitive salary with clear paths for growth
• Hybrid work model to support flexibility and work-life balance
• Comprehensive benefits , including a no-cost medical plan, dental, vision, FSA, 3 weeks PTO, 14 paid holidays, and 401(k) profit sharing
• Professional development stipend and internal training programs to boost your skills and career
• Company wellness stipend for ClassPass to support your health and well-being
• Mentorship from experienced professionals to guide your growth
• Work on impactful projects that shape the future of our communities
• Opportunities to connect with some of the region’s most influential stakeholders
• Company events and celebrations to recognize, support, and bring our team together
• Employee recognition program celebrating achievements and contributions