Accounts Receivable Specialist

ForTheVeteran is a medical consulting company who partners with veterans to navigate the confusing and challenging VA disability compensation process. We believe that it should be easy for veterans to receive the benefits that they have already sacrificed to earn. Our in-house medical team are experts in the VA claims process, so they can help veterans identify and prepare the claims most valuable to their unique medical conditions. 

Core Values:  ForTheVeteran’s core values that we expect all of our team members to embody are: 

• Be a lifelong learner 
  
• Commitment to the Veteran’s best interest 
  
• Solve tomorrow’s problems today 
  
• Build mutual trust 
  
• Go the extra mile 
  
• No one is just a number 
  
• Attitude is everything 
  

Summary: ForTheVeteran (FTV) is seeking a meticulous and highly trustworthy Accounts Receivable Specialist to manage the complete client invoicing and payment application process in a high-volume environment. This role is responsible for ensuring all client invoices are issued accurately, payments are applied correctly, and receivables are recorded with flawless precision. Accuracy, quality, and integrity are absolute non-negotiables. 

Essential Duties and Responsibilities: 

• Perform thorough assessments of documents to determine and support invoicing efforts; work closely with Client Care Team and Decision Review Specialists to ensure accuracy and consideration is given to every client as needed. Reviews incoming client payments and supporting documentation to identify and resolve discrepancies before applying payments. 
  
• Create, customize, and send accurate client invoices (one-time and recurring) using Zoho Books, including proper application of discounts, contract terms, and billing schedules. 
  
• Process and apply all incoming client payments received via FTV’s ACH platform, including: 
  
• Spontaneous/one-off payments from clients 
  
• Scheduled monthly/recurring payments for several hundred active customers 
  
• Reconcile daily/weekly ACH receipts with Zoho Books to achieve 100% matching between bank deposits and AR records. 
  
• Investigate and resolve unapplied payments, partial payments, overpayments, failed ACH returns, or any other discrepancies promptly. 
  
• Maintain complete audit trails, CRM notes, and documentation for every transaction to support financial audits and customer inquiries. 
  
• Collaborate with Client Care, Decision Review, COO, and CFO to clarify billing questions, obtain approvals for adjustments, and ensure contract terms are correctly reflected in invoicing. 
  
• Continuously improve AR processes for efficiency while upholding the highest standards of accuracy and compliance. 
  
• Other duties as assigned. 
  

Qualifications: High school diploma/GED required. Associate’s degree in medical billing or other related field is preferred.  

•  Genuine passion for helping disabled veterans and making a positive impact in their lives 
  
•  2+ years of hands-on accounts receivable or full-cycle billing experience in a high-volume environment 
  
• Proficiency in Zoho Books—specifically invoice creation, recurring profiles, payment application, and bank reconciliation (required) 
  
• Direct experience receiving and applying ACH payments through a corporate banking platform (e.g., Chase, Wells Fargo, Bank of America, etc.) 
  
• Exceptional attention to detail with a proven track record of near-perfect accuracy in financial data entry and reconciliation 
  
• Uncompromising integrity and ethical standards; this role handles sensitive customer financial data and large receivable volumes 
  
• Strong organizational skills with the ability to manage tight monthly billing cycles and urgent payment postings 
  
• Comfortable working in a fully remote environment, with access to reliable internet connection and a quiet workspace 
  
•  Knowledge of VA benefits and the claims process is preferred but not required as the selected applicant will undergo extensive training