Billing / AR Specialist

Terry Lockridge & Dunn/World Trend Financial

Cedar Rapids, IA Accounting / Administrative & Clerical
Terry Lockridge & Dunn is an accounting and business consulting firm which specializes in providing tax and financial advice to individuals and businesses.  This is a full-time position located in the Cedar Rapids office. Qualified candidates will have the following characteristics:
  • Billing and AR experience required
  • Project a professional company image through in-person and phone interaction
  • Past experience in an accounting or legal firm a plus
  • Attention to detail and dependability
  • Microsoft Office 2016 proficiency
  • Good verbal and written communication skills, work well in a team environment, and are a self-starter.
 Specific duties of the position include: 
  • Maintain up-to-date billing system
  • Carry out billing, collection and reporting activities according to specific deadlines 
  • Reconciliation of AR client accounts, including monthly reports to supervisors
  • Monitor customer account details for non-payments, delayed payments and other irregularities 
  • Follow a recovery acceleration program and initiate collection efforts, including reminder statements, phone calls, email, offering credit card or ACH payment options, setting up payment plans 
  • Maintain accounts receivable customer files, including set up of new accounts and projects, changes to current client contact information and inactivation of terminated accounts
  • Follow established procedures for processing receipts
  • Investigate and resolve customer queries 
  • Process adjustments 
  • Communicate with customers via phone, email, mail or personally. Record such in Client Notes and notifying accountants/supervisors when appropriate
  • Train staff on time entry and billing procedures
Interested candidates can log onto our website to learn more about our company at  Submit resumes to
Terry Lockridge & Dunn is an equal opportunity employer, committed to developing an inclusive culture.  
Location IA-Cedar Rapids

Application Instructions:

Please submit your resume and a cover letter to

Applying for:

Billing/AR Specialist

Terry Lockridge & Dunn/World Trend Financial

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 69685

Posted 23 days ago

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