Accounts Receivable Specialist
General Description
Responsible for managing the entire invoicing and collection cycle. Specialize in generating accurate client invoices, including work orders and complex progress/AIA forms, tracking project payments, minimizing past-due balances, and ensuring compliance with contract terms and lien waivers.
Essential Duties and Responsibilities:
- Prepare, review, and submit monthly client applications for payment using standard AIA documentation (G702 and G703 forms) or client-specific billing formats.
- Track and coordinate project compliance requirements, such as conditional and unconditional lien waivers, retainage tracking, and certified payroll before pay apps are released.
- Ensure all approved change orders and Schedule of Values (SOV) adjustments are accurately reflected and authorized in current billing applications
- Compile and verify daily work orders, field tickets, and service logs for completeness prior to invoicing
- Process and itemize billing for time, materials, and equipment usage into the accounting or ERP system.
- Coordinate with service managers or field supervisors to resolve missing work order approvals or pricing discrepancies before generating client invoices
- Monitor accounts receivable aging reports, identify delinquent accounts, and execute collection action plans
- Maintain Accurate Customer Accounts
- Proactively contact clients via phone and email to discuss account statuses, issue payment reminders, and negotiate repayment
- Research and resolve billing discrepancies, short pays, and client disputes by collaborating with project managers and operations teams
Key Competencies/Qualifications:
- Minimum 2–5 years of full-cycle AR and billing experience, with a strong preference for backgrounds in construction, contracting, or field service preferred.
- Solid understanding of construction contracts, retainage, and lien laws preferred
- Strong negotiation, conflict resolution, and attention to detail
- Sales/Use Tax Knowledge a Plus
- Advanced proficiency in Microsoft Excel (creating schedules of values and pivot tables) and ERP/accounting systems.
Physical Requirements:
- Performance of the job may require sitting, handling items, and working with fingers to type, complete paperwork, and handle other administrative functions. Occasionally may be asked to walk, stand, talk, and hear others in conversation by phone or in person
- Sedentary physical performing non-strenuous daily activities of administrative nature
Reasonable Accommodation Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential duty satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential duties.
Equal Opportunity Statement
At Lee, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law. Lee Companies believes that diversity and inclusion among our teammates is paramount to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool.
