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Staff Accountant (Accounts Receivable)

Charlotte, NC
  • Expired: over a month ago. Applications are no longer accepted.
Job Description


Responsible for performing financial administration, bookkeeping, general ledger, reporting, accounts payable, accounts receivable, invoicing and other financial related functions. Assists in administration, analysis, and corporate operational duties that help support the affiliated companies. Assists in creating a positive customer and team focused atmosphere within the office. Handles telephone on as-needed basis. Performs other duties as required or requested.


  • Responsible for Company’s components/systems invoicing and project job status.
    • Communicate with Company salespeople on orders that require deposits or collections.
    • Communicate with employees in the field related to project job status.
    • Review project job for completeness, research discrepancies with job quote and communicate with necessary employees.
  • Monitor open sales orders and work with purchasing manager to complete and escalate as appropriate.
  • Responsible for Company accounts receivable including but not limited to:
    • Creates and distributes customer invoices based on information provided by management.
    • Maintain and enforce credit limits.
    • Follow up timely with customers on open outstanding invoices.
    • Onboard new customers.
    • Coordinate monthly meeting with controller and CFO to discuss Aged AR trial balance.
    • Maintain relationships with customers.
    • Reconcile AR trial balance to general ledger monthly and research/resolve discrepancies.
    • Handle customer calls related to AR balances.
    • Complete internal billing from Company to Business Unit weekly.
  • Track and reconcile manufacturer and customer deposits monthly.
  • Post Company cash receipts as needed.
  • Prepare Company sales tax returns monthly.
  • Assists with tracking and monitoring CIP, fixed assets and leases on a monthly basis for all entities.
  • Complete Key Indicator schedules for monthly financial package.
  • Maintain business license requirements for Company.
  • Month-End reports to be completed for company analysis and performance include but are not limited to:
    • Manufacturer & Customers deposits
    • Sales Commissions
    • Chemical Sales by Salesperson
    • All other Sales by Salesperson


  • Prepares general ledger entries by maintaining records and files; reconciling accounts.
  • Responsible for tasks at Company such as, but not limited to inventory, accounts receivable, component/systems job management, sales tax returns.
  • Maintains accounting records by making copies; filing documents.
  • Reconciles bank statements, credit card transactions, or sub ledgers with the general ledger.
  • Maintains accounting databases by entering data.
  • Protects organization's value by keeping information confidential.
  • Updates job knowledge by participating in educational opportunities.
  • Communicates with team members and management about issues escalated through the accounting review process.
  • Creates and distributes customer invoices based on information provided by management.
  • Posts Company cash receipts as needed.
  • Leverages technology for process and reporting improvements.
  • Ensures data processed complies with coding and accuracy standards established and within generally accepted accounting principles.
  • Ensures quality of work so that company books can be closed no later than the 10th working day of the following month.


  • Interface in a positive manner with managers and other key individuals in performing critical financial duties. Responds to questions. Gathers information.
  • Ensure management is notified of any unusual expenses or related accounting information as processing occurs.
  • Maintain open communication with internal customers during the performance of recurring processes in order to ensure completeness and accuracy of work produced.
  • Interact with external customers and vendors via email and telephone.
  • Attend monthly corporate staff meetings.
  • Maintains confidentiality of sensitive employee, potential employee, and organization data without exception.


Knowledge & Education

  • In-depth familiarity with accounting concepts, practices, procedures, and generally accepted accounting standards.
  • Ability to adapt to a changing environment by gaining proficiency with new technology that will increase efficiencies within the department.
  • Analyze data, problem solve, and present solutions or new ideas to management.


  • Demonstrated familiarity with accounting software. Adapt to accounting changes while using updated or new software to increase efficiency and productivity of department.
  • High-level computer skills required including advanced Microsoft Excel.
  • Ability to multi-task, i.e., completes a variety of tasks without losing focus or productivity when interrupted.
  • Good internal and external customer service skills related to interaction with managers, co-workers, vendors, bankers, tax accountants, auditors, and others.

Abilities, Key Competences

  • Utilizes internal software systems, including but not limited to SAGE 100 ERP, and ensures current knowledge of systems is maintained.
  • Utilize new technology when introduced to produce necessary reports for company analysis.
  • Assists with data back-up and documentation procedures in electronic format to ensure accessibility to needed information is not jeopardized.



Charlotte, NC


Finance and Insurance