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Accounts Receivable Specialist

Role overview

Qualifications

  • Bachelor Degree in Finance, Accounting, or related field or at least 4 years equivalent office work experience as an Accounts Receivable Specialist or similar role
  • Microsoft Office proficiency (Outlook, Excel, SharePoint, Teams etc)
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organizational mathematical skills

Responsibilities

  • Process and oversee funds received by various means and allocate on an accurate and timely basis
  • Provide customer service for synagogue and congregant requests transactions
  • Prepare and deliver monthly and annual statements as required
  • Research bank reconciliation discrepancies

Key facts

Other skills

  • Microsoft Office
  • Customer Service
  • Communication
  • Teamwork
  • Time Management
  • Self-Motivation
  • Adaptability
  • Organizational Skills

About the company

Togetherwork logo

Togetherwork

Computer Software / SaaS

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more. Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

Accounts Receivable Specialist

Location: (Remote- US Based)

Job Summary

The Accounts Receivable Specialist position supports our client base by overseeing all areas relating to Account Receivables for assigned clients and is also responsible for monthly open balance statements, billing transactions, monitoring incoming payments, and spotting accounting discrepancies.

What You’ll Do:

For specifically assigned accounts and/or groups of accounts, the AR Specialist will be responsible for all tasks involved in the accounts receivable cycle, including:

  • Process and oversee funds received by various means (including checks, cash, credit card, direct credit and direct debit), and allocate on an accurate and timely basis.
  • Provide customer service for synagogue and congregant requests & transactions.
  • Prepare and deliver monthly and annual statements as required.
  • Sync daily data from accounts receivable software to QuickBooks file.
  • Set up one-time payments and recurring payment plans.
  • Process and oversee posting of daily and annual billing.
  • Provide ad-hoc and scheduled reports as needed.
  • Research bank reconciliation discrepancies.
  • Process refunds as needed.
  • Send daily deposit reports.
  • Maintain updated charge types.
  • Maintain client files.

 

Teamwork

  • Effectively communicate with Account Managers and other Kesef departments as needed.
  • Oversee data entry staff, and provide guidance and instruction as needed.
  • Undertake other tasks and/or projects as required to support the wider Kesef Team.

 

What You’ll Bring:

  • Bachelor Degree in Finance, Accounting, or related field or at least 4 years equivalent office work experience as an Accounts Receivable Specialist or similar role.
  • Microsoft Office proficiency (Outlook, Excel, SharePoint, Teams etc)
  • Comfortable working with technology and productive within a remote work environment
  • Excellent verbal, written, and interpersonal communication skills
  • Superb time management skills and ability to prioritize effectively
  • Self-motivated and adaptable
  • Positive attitude towards learning new skills and systems
  • Strong organizational & mathematical skills
  • Understanding of basic bookkeeping principles
  • Ability to work independently and collaboratively within a team.

 

Preferred

  • Knowledge of electronic banking and other financial management products and services
  • Accounting, Banking and/or Bookkeeping experience (Quickbooks)
  • Experience in accounts receivable (or accounts payable)
  • Experience in driving process improvement
  • Synagogue knowledge and experience
  • Experience with ShulCloud software
  • Experience with Monday.com software

Why This Role:

 

  • Support Jewish communities nationwide by helping synagogues maintain financial clarity and operational stability
  • Work with a collaborative, purpose-driven team that values precision and continuous learning
  • Remote, US-based flexibility suited for a self-directed professional
  • Opportunity to grow within a mission-oriented organization
  • Apply your AR expertise in a meaningful, community-focused context

 

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$50,000- $55,000

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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