• Monitor and manage accounts receivable balances; follow up on past-due accounts • Communicate with customers regarding invoices, payments, discrepancies, and account status • Post and apply daily cash receipts, including lockbox and other deposits, to the general ledger • Apply cash receipts accurately and reconcile customer accounts • Perform day-to-day transactions, including new customer setup, invoicing, tax exemption validation, and cash application • Review and maintain aged receivables in accordance with company policies; document collection efforts and account notes • Investigate and resolve billing and payment discrepancies through account reconciliation • Partner cross-functionally with Sales, Revenue Operations, Customer Success, and Operations to ensure accurate customer data and timely invoicing • Coordinate with Accounts Payable to process customer refunds when necessary • Assist with month-end close activities, including journal entries and account reconciliations • Prepare and support monthly financial reporting packages • Support audit requests and documentation preparation • Assist in developing and maintaining standard operating procedures (SOPs) and process documentation • Maintain accurate financial records in compliance with company policies and accounting standards • Perform other duties as assigned to support the Accounting team