AR Accountant

Job Description

Accounts Receivable Accountant | Clearstead

The Tone:
This is a full-time role at Clearstead, located in Cleveland, Ohio, with two days per week work-from-home flexibility after an initial orientation period. Clearstead is an independent institutional investment and private wealth advisory firm, serving a diverse client base including retirement funds, endowments, foundations, higher education, healthcare organizations, and private families. The Accounts Receivable Accountant plays a crucial part in managing cash receipts, payment application, billing support, and accounts receivable activity, ensuring financial operations run smoothly and accurately for clients and internal partners. The firm fosters a collaborative and collegial culture, valuing kindness and respect, with a commitment to doing what is right for clients and the firm.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Cleveland, Ohio
• Team: Works within the accounting function, collaborating with Operations, advisors, and internal support teams.
• Mission: Owns the accurate and timely processing of accounts receivable activities to support efficient financial operations.
• Tech Stack: NetSuite, Salesforce, Orion

What You’ll Actually Do
• Order-to-Cash Management: Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time.
• Payment Processing: Post daily check, ACH, and wire payments, ensuring receipts are applied to the appropriate client accounts.
• AR Monitoring & Reporting: Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting.
• Month-End Support: Assist with month-end activities, including accounts receivable reconciliations and related accounting support.
• Process Improvement: Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience: Experience in financial services, wealth management, professional services, or a similar client-service environment.
• Skills: Cash receipt management, Payment application, Accounts receivable reconciliation.
• Bonus: Proficiency with NetSuite, Salesforce, Orion, or other billing/accounting platforms.