Staff Accountant - AR

PLANMECA

Accounts Receivable / Staff Accountant

Location: Charlotte, NC 28273
Department: Finance & Accounting

Position Summary

The Accounts Receivable / Staff Accountant is responsible for managing the full AR cycle, supporting month-end close, and performing core accounting duties that ensure accurate financial reporting. This role is ideal for a detail-oriented accounting professional who thrives in a fast-paced environment and enjoys owning processes from start to finish.

Key Responsibilities

Staff Accountant Duties

• Support general ledger maintenance and account reconciliations.

• Maintain fixed asset schedules and depreciation entries.

• Support annual audit requests and provide documentation to external auditors as assigned.

• Participate in process improvement initiatives to streamline accounting workflows.

• Prepare and post journal entries, including accruals, deferrals, and reclasses.

• Reconcile balance sheet accounts (AR, cash, prepaid, fixed assets, etc.).

• Assist with revenue recognition and month-end cut-off procedures.

• Support variance analysis and provide explanations for fluctuations.

• Assist with budgeting and forecasting support as assigned

Accounts Receivable (Primary Focus)

• Manage the full billing and invoicing cycle, ensuring accuracy and timely delivery to customers.

• Monitor customer accounts, check deposits, payment application from checks, electronic & credit card payments.

• Reconcile AR subledger to the general ledger on a monthly basis.

• Perform collections outreach (email/phone) to resolve past-due balances while maintaining strong customer relationships.

• Escalate unresolved outstanding account balances to management.

• Process credit memos, adjustments, and customer account updates.

• Maintain AR aging reports and provide weekly status updates to management.

• Create and issue monthly statements of account to customers.

• Support cash application and daily deposit reconciliation.

• Ensure all AR activity is properly recorded before month end close deadlines.

• Assist with month-end reporting packages for leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field preferred.

• 2-4 years of experience in AR, staff accounting, or general accounting roles.

• Attention to detail and accuracy in processing invoices and payments.

• Strong understanding of GAAP and month-end close processes.

• Proficiency in Excel (VLOOKUP, pivot tables)

• Excellent communication, organization, and problem-solving skills.

• Ability to manage multiple priorities and meet deadlines.

• Microsoft Dynamics 365 ERP system (Preferred)

• Knowledge in Manufacturing and Cost accounting