accounts receivable clerk

Posted on April 30, 2025 by Employer details Sante Circle Health

Job details

*Santé Circle Health* is seeking a meticulous and organized *Accounts Receivable Clerk* to join our finance team. Reporting to the Director of Finance, this in-person role at our Waterloo location is responsible for the accurate and timely management of accounts receivable across up to 50 contracts. These contracts span multiple companies and focus primarily on orthopedics, rehabilitation, and wellness services. The successful candidate will ensure that invoicing, payment tracking, and reconciliation processes are handled efficiently, while maintaining strong client communication and supporting internal reporting. This role requires a proactive individual with a keen eye for detail and the ability to collaborate across divisions. *Key Responsibilities:* *Invoicing & Billing* * Generate and issue accurate invoices to clients, ensuring alignment with contract terms. * Verify service details to ensure invoices reflect services rendered. * Monitor and maintain billing cycles, particularly for recurring or contractual services. *Accounts Reconciliation* * Reconcile accounts receivable balances and verify correct application of payments. * Investigate and resolve discrepancies between invoices and received payments. * Collaborate with clients to clarify and rectify payment issues. *Payment Tracking & Collection* * Track incoming payments and follow up on overdue accounts. * Initiate collection efforts using calls, emails, and written notices, following internal policies. * Recommend and implement strategies to reduce outstanding balances and mitigate bad debt. *Client Communication* * Act as the primary contact for clients regarding invoicing and payment inquiries. * Ensure prompt and professional responses to all AR-related communications. * Collaborate with Contract Leads and Team Leads to resolve complex issues. *Reporting & Analysis* * Prepare and maintain accurate aging reports and AR summaries for the Director of Finance. * Analyze trends in receivables and identify potential risks or client concerns. * Support cash flow forecasting with AR data and insights. *Compliance & Documentation* * Ensure adherence to internal policies, accounting standards, and healthcare regulations. * Maintain thorough and organized documentation of transactions, contracts, and communications. *Audit & Review Support* * Assist in preparation for internal and external audits by compiling required documentation. * Provide clear explanations and supporting data for audit inquiries. *System Use & Process Improvement* * Utilize accounting software and Microsoft Excel to manage AR tasks effectively. * Recommend and assist in implementing improvements to enhance efficiency and accuracy. *Team Collaboration* * Work closely with Finance, Accounts Payable, Payroll, Operations, and Contract Leads. * Share best practices and assist in onboarding and mentoring new team members. * Verify service details to ensure invoices reflect services rendered. * Monitor and maintain billing cycles, particularly for recurring or contractual services. *Qualifications:* * High school diploma or equivalent required; associate degree in accounting or related field preferred. * 2?3 years of experience in accounts receivable or a similar role, preferably within healthcare. * *Advanced proficiency in Microsoft Excel* (e.g., pivot tables, VLOOKUP, data validation, conditional formatting). * Proficiency in accounting software (e.g., QuickBooks, SAP) and Microsoft Office Suite. * Strong attention to detail and excellent organizational skills. * Effective written and verbal communication skills. * Ability to work independently and collaboratively within a team. *We Offer:* * Comprehensive Group Benefits Program. * Annual Education Allowance. * Paid Vacation and Wellness Days. * RRSP matching. * Career growth opportunities. *Who* *are* *We:* *Santé Circle Health *is a leading national disability and healthcare company. We specialize in the diagnosis, assessment and treatmen