Vertex Service Partners
Home improvement services
AccountsReceivable&FinancingSpecialist
“Accounts Receivable & Financing Specialist at Vertex Service Partners. Skills: Accounts Receivable, Financing, Collections. Own financial closeout process. Ensure timely invoicing”
What You'll Achieve.
Reduce days sales outstanding; Ensure timely approvals; Ensure timely funding; Resolve financing issues
Industry & Context.
Problem-solving
Occasional extended hours
What They're Looking For.
Must Have
2+ years experience in accounts receivable, 2+ years experience in billing, 2+ years experience in project administration, 2+ years experience in related accounting role, 2+ years experience in related operations role, Understanding of project billing, Understanding of purchase orders, Understanding of change orders, Understanding of invoicing processes, Comfortable communicating with homeowners, Comfortable communicating with financing lenders, Comfortable communicating with internal leadership, Organizational skills, High attention to detail, Ability to manage multiple projects, Ability to manage deadlines simultaneously, Excellent communication skills, Excellent problem-solving skills
Nice to Have
Construction industry experience, Contractor industry experience, Proficiency with ServiceTitan, Proficiency with Sage, Proficiency with accounting platforms, Proficiency with MS Excel, Knowledge of billing, Knowledge of retainage, Knowledge of contract closeout requirements, Experience with customer invoicing portals, Experience with compliance documentation, Analytical mindset, Ability to identify cost discrepancies, Ability to identify process improvements
What You'll Do.
Own financial closeout process
Ensure timely invoicing
Ensure payment collection
Ensure account reconciliation
Drive collection efforts
Manage AR aging performance
Resolve outstanding balances
Reduce days sales outstanding
Lead collections escalations
Manage progress billing
Manage payment schedules
Serve as liaison for financing partners
Serve as liaison for funding platforms
Ensure timely approvals
Ensure timely funding
Resolve financing issues
Guide homeowners through financing
Remove obstacles to installation
Remove obstacles to payment
Ensure accurate job-level financial records
Prepare project closeout packages
Ensure financial requirements completed
Ensure documentation requirements completed
Partner cross-functionally with teams
Support project completion
Support bad debt analysis
Support continuous improvement initiatives
Maintain compliance with company policies
Maintain compliance with customer requirements
Maintain compliance with financial controls
How You'll Work.
Team & Collaboration
Operations; Sales; Production; Accounting
Communication Scope
Professional communication
Applying for this Accounts Receivable & Financing Specialist role?
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