Accounts Receivable Manager

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August 29

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Nova 401(k) Associates

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Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

51 - 200 employees

💸 Finance

📋 Description

• Supervise, mentor, and motivate the AR team, ensuring they are trained to meet departmental goals • Produce invoices using automation and scripts to the greatest extent possible • Oversee the accounts receivable processes including quarterly billing of customers and monitoring and collection of outstanding balances • Timely posting of client payments (checks, ACH to bank, from 3rd Party Processors (Dex and Stripe)) • Process credit card payments when necessary to resolve past due balances • Post record-keeper payments by source and client • Follow-up on overdue invoices including sending statements to clients, resigning from engagements, and sending accounts to collections • Periodically reconcile our workflow management system and proposal system to invoices issued • Answer client and account manager questions about invoices • Investigate and resolve billing discrepancies and customer disputes • Process client refunds as needed • Maintain a productive relationship with our accounting department • Other responsibilities as appropriate and as time permits

🎯 Requirements

• Bachelor's degree • Five or more years of experience in AR • Three years or more years of experience supervising AR staff • Experience with working with coders and with writing code and/or specifications for code • Knowledge of APIs a plus • Experience writing procedures • Experience with ChargeOver (or other invoicing software) a plus • Process-oriented

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match