Accounts Receivable Specialist

RPA San Diego operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts.  Our mission is to deliver high quality, affordable, and accessible health care to our members.

We are hiring an AR Specialist to join our growing team!

Under general supervision, performs a broad range of daily and monthly accounting functions in support of client fulfillment-based needs, with an emphasis on accounts receivable, deposits, reconciliations, collections, and transaction processing within Microsoft Dynamics 365 Finance.

With a focus geared more toward the daily, monthly and quarterly functions in the group, key duties include:

• Manage accounts receivable functions for various trusts, including invoicing, payment application, collections follow-up, and account research
• Process and record deposits, including ACH, check, and electronic payments, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance
• Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed
• Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules
• Follow up with clients regarding payments, outstanding balances, courtesy notices, and account discrepancies
• Manage phone calls and inquiries from members, clients, and internal stakeholders in a professional and timely manner
• Record client invoices and payments and research and resolve invoicing, payment, and account balance issues
• Perform collections tasks while maintaining accurate documentation and professional client communication
• Communicate with internal and external clients to obtain and/or convey information related to billing, payments, account status, and reporting
• Perform routine and established projects, analyses, and reporting for a specific accounting or finance area
• Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, AR processes, and accounting procedures

Required:

• High school diploma or equivalent required; associate degree or coursework in Accounting, Finance, Business Administration, or a related field preferred
• Minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience
• Experience with Microsoft Dynamics 365 Finance or another ERP/accounting system preferred; ability and willingness to learn Microsoft Dynamics 365 Finance required
• Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles
• Intermediate Excel proficiency, including the ability to work with large data sets, perform reconciliations, and prepare supporting schedules
• Excellent written and verbal communication skills

Preferred:

• Associate or bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• 4 or more years of progressive accounting, accounts receivable, billing, or finance operations experience
• Prior Microsoft Dynamics 365 Finance experience, particularly with AR processing, customer transactions, payment application, financial dimensions, workflows, or reporting
• Experience supporting month-end close, audit requests, account analysis, and process improvement initiatives
• Experience working in a trust, benefits administration, insurance, public entity, nonprofit, or professional services environment
• Advanced Excel and Microsoft Office proficiency
• Great organizational skills and high attention to detail
• Strong analytical and problem-solving skills
• QuickBooks or other ERP/accounting system experience

Behaviors:

• Exhibit professionalism and creativity, representing the company in both client and team situations
• Cooperative attitude and ability to work both individually and in a team
• Ability to prioritize and handle multiple tasks in a fluid work environment
• Patience, resiliency and tolerant of stressful situations

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)