Accounts Receivable Clerk

Job not on LinkedIn

November 8

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Logo of Swoop

Swoop

Healthcare Insurance • Fintech • Pharmaceuticals

Swoop is a marketing solutions company aimed at the pharmaceutical and life sciences industries, specializing in direct-to-consumer (DTC) and healthcare provider (HCP) marketing. The company leverages advanced AI technology and data to enhance patient-centric engagement and create meaningful connections between patients, healthcare providers, and brands. By focusing on privacy-compliant omnichannel strategies, Swoop seeks to optimize healthcare marketing performance and improve health outcomes across various platforms, including social media and television.

📋 Description

• Generate and send out customer invoices based on sales orders or agreements. • Monitor accounts receivable aging and follow up on overdue payments. • Process incoming payments, including checks, electronic transfers, and credit card payments. • Reconcile customer accounts and resolve any discrepancies or issues. • Maintain accurate records of customer payment history and assist with collections as needed. • Collaborate with the Sales and Customer Service teams to address billing inquiries or issues. • Maintain a professional, customer service attitude with both internal and external customers, including monitoring and responding to inquiries in a shared accounts receivable email inbox. • Assist with monthly, quarterly, and year-end closing processes. • Maintain accurate financial records and documentation for audit purposes. • Provide support during financial audits and assist with financial reporting. • Perform other administrative and accounting duties as assigned.

🎯 Requirements

• High school diploma or equivalent — additional certification or education in accounting or finance is a plus • One to three years of experience in accounts receivable or general accounting • A strong understanding of basic accounting principles and practices • Proficiency with Microsoft Office, particularly Excel — experience with NetSuite is a plus • Attention to detail and ability to work with minimal supervision • Excellent organizational and time management skills • Strong communication skills, both written and verbal • Ability to handle sensitive financial information with discretion and confidentiality.

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