AR Accountant

Job Description

Accounts Receivable Accountant | Clearstead

The Tone:
This is a full-time role at Clearstead, an independent institutional investment and private wealth advisory firm based in Cleveland, Ohio, offering work-from-home flexibility two days per week after an initial orientation period. The firm, known for its collaborative and collegial culture built on kindness and respect, advises both institutional and private clients nationwide. This role is vital for managing cash receipts, payment application, billing support, and related accounts receivable activities, ensuring accurate and timely financial processes. The ideal candidate will support clients, advisors, operations, and accounting partners, contributing to the firm’s efficient operations and growth.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Greater Cleveland

• Mission: Manage cash receipts, payment application, billing support, and related accounts receivable activity, ensuring transactions are processed accurately and on time.
• Tech Stack: NetSuite, Salesforce, Orion

What You’ll Actually Do
• Manage: Oversee the full order-to-cash process for assigned business divisions, ensuring transactions are accurate and timely.
• Partner: Collaborate with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently.
• Process: Post daily check, ACH, and wire payments, applying receipts to the appropriate client accounts.
• Monitor: Track overdue balances, investigate payment discrepancies, and prepare past-due accounts receivable reports.
• Support: Assist with month-end activities, including accounts receivable reconciliations, reporting, and identifying process improvement opportunities.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience: Prior experience in financial services, wealth management, professional services, or a similar client-service environment.
• Skills: Organized, accurate, service-minded, and comfortable working across diverse teams.
• Bonus: Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms.