Posted 16 days ago
Accounts Receivable Specialist
@ Formations Inc.
Edmonton, Alberta
Overview
Formations Inc. is hiring a full-time Accounts Receivable Specialist in its Finance team, reporting to the Director of Finance. The role processes customer payments, reconciles receivable and general ledger balances, and monitors overdue accounts in Dynamics 365 Business Central. Shortlisted candidates must complete a mandatory TRAITS Assessment.
Responsibilities:
- Process daily customer payments and bank deposits
- Monitor accounts receivable aging and collection statuses
- Reconcile sub-ledger balances to the general ledger
- Review customer credit applications and account records
Requirements summary:
- Attention to detail and strong organizational skills
- Proficiency in Microsoft Office, particularly Excel
- Accounting or finance education preferred
- Accounts receivable experience is an asset
- Dynamics 365 Business Central experience is an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-10-27
- First seen by our source
- 2026-10-27
- Source record updated
- 2026-10-27
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | College diploma (preferred) |
| Fields of study | Accounting, Finance |
| Perks mentioned | Flexible hours, Retirement plan, Visa sponsorship, Wellness, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Formations Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 8 |
Accounts Receivable Specialist
Formations Inc. | Full-Time
About the Role
Formations Inc. is looking for a detail-oriented and organized Accounts Receivable Specialist to join our Finance team. Reporting to the Director of Finance, you will be responsible for processing customer payments, maintaining accurate accounts receivable records, completing reconciliations, and monitoring outstanding customer balances.
Working closely with Customer Service Representatives, Sales, and branch teams, you will provide updates on collection statuses, help resolve account discrepancies, and support timely payments while maintaining accurate financial records in Dynamics 365 Business Central.
Key Responsibilities
- Process daily customer payments and bank deposits, ensuring transactions are accurately recorded in Dynamics 365 Business Central.
- Monitor accounts receivable aging and provide Customer Service Representatives with timely updates on outstanding balances and collection statuses.
- Collaborate with Customer Service Representatives, Sales, and branch teams to resolve billing discrepancies, payment issues, and customer account inquiries.
- Reconcile accounts receivable sub-ledger balances to the general ledger and investigate discrepancies.
- Reconcile credit card transactions, bank deposits, and daily sales postings to ensure accuracy and completeness.
- Review customer credit applications for completeness and accuracy, verify supporting documentation, and coordinate with the appropriate team members to support credit approval and customer account setup.
- Monitor customer credit limits, payment terms, and payment arrangements, escalating overdue accounts and exceptions to the appropriate teams.
- Maintain accurate customer account records, including credit documentation, sales tax exemption forms, and credit card authorization forms.
- Review and update customer credit information regularly to ensure records remain complete and current.
- Provide copies of invoices, proof of delivery, and other supporting documentation as requested.
- Support accounts receivable reporting, audit preparation, process improvements, and other accounting duties as required.
Qualifications & Skills
- Post-secondary education in Accounting, Finance, or a related field is preferred.
- Experience in accounts receivable, accounting, or financial administration is an asset.
- Experience with Dynamics 365 Business Central is an asset.
- Strong attention to detail, organizational skills, and the ability to manage competing priorities.
- Proficiency in Microsoft Office, particularly Excel.
- Strong analytical and problem-solving skills, with the ability to investigate discrepancies and maintain accurate records.
- Effective written and verbal communication skills and the ability to collaborate with Customer Service Representatives, Sales, Finance, and branch teams.
- Ability to work independently, exercise sound judgment, and follow established accounting procedures.
- Professionalism and discretion when handling confidential financial information.
Why Join Formations?
Be part of a forward-thinking company committed to growth and knowledge sharing.
- Enjoy 100% company-sponsored health and dental benefits and access to an Employee Assistance Program (EAP).
- Experience recognition programs that celebrate team loyalty, demonstration of core values, and contributions to success.
- Benefit from a flexible benefits program tailored to your needs, including:
- Health Spending Account (HSA)
- Personal Spending Account (PSA)
- RRSP contribution
- Free parking
- Flexible hours and work life balance
Living Our Core Values
At Formations, our values guide how we work, support one another, and contribute to our shared success.
- Citizenship: We look beyond our individual responsibilities, support our teammates, and understand how our work impacts our customers and the broader business.
- Tenacity: We stay focused, work through challenges, and remain committed to getting the job done safely and effectively.
- Resourcefulness: We find practical solutions, adapt to changing priorities, and make the most of the tools and resources available to us.
We’re looking for someone who brings these values to the workplace every day.
As part of our selection process, shortlisted candidates will be invited to complete aTRAITS Assessment. Participation in this assessment ismandatoryto be considered for the role. We look forward to reviewing your application!
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