Accounts Receivable and Invoicing Specialist

Banyan Capital Partners, part of Connor, Clark & Lunn Financial Group, is seeking to hire a Accounts Receivable & Invoicing Specialist for one of their portfolio companies. The AR & Invoicing Specialist is responsible for the day-to-day execution of the accounts receivable cycle, including customer invoicing, cash receipts processing, customers’ statement of account reconciliation, and record maintenance. Working closely with the Controller, this role plays a key part in maintaining accurate AR records and supporting the accounting team’s transition to streamlined, template-driven workflows in Sage Intacct. Our offices currently operate on an in-office set up working full time from our Mississauga office.

What You Will Do

Invoicing & Billing

• Generate and issue customer invoices accurately and on schedule. Liaise with sales & other teams to ensure invoicing is done on timely basis.
• Prepare and upload Excel-based billing templates into Sage Intacct.
• Review invoices for completeness and coding accuracy prior to distribution.
• Maintain organized records of all issued invoices and supporting documentation.
• Ensure sales tax compliance on invoices where applicable.

Cash Receipts & Collections

• Post and reconcile incoming payments (checks, ACH, wire, credit card) to customer accounts.
• Create advances/ deposits from future jobs and subsequently apply unapplied receipts and resolve unmatched payments.
• Process and record receipts promptly to keep AR aging current.
• Follow up on overdue balances and escalate as needed to the Controller.
• Investigate and resolve payment discrepancies and customer billing inquiries.
• Post write-off entries (bank charges etc.) in both ERP and Sage Intacct.
• Use third party systems to upload invoices and collect funds.
• Issue credit card links to customers.

Record-Keeping & Reporting

• Maintain accurate customer records in Sage Intacct.
• Assist with month-end AR close activities, including aging schedules and reconciliations.
• Ensuring aging reports between two systems (ERP and Sage Intacct) are always matching.
• Support audit requests by providing documentation and transaction detail as needed.

What You Bring

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field required.
• 1–3 years of hands-on experience in accounts receivable, billing, or a related accounting function, including customer invoicing, cash receipts processing, collections follow-up, and AR reconciliation.
• Demonstrated ability to manage a high volume of transactions with accuracy and efficiency.
• Intermediate to advanced proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, SUMIF/SUMIFS, PivotTables, and structured template workflows.
• Strong attention to detail and commitment to accuracy in all financial transactions.
• Ability to meet recurring deadlines and manage multiple priorities independently.
• Strong organizational skills with the ability to manage competing priorities in a fast-paced environment.
• Effective written and verbal communication skills for customer-facing interactions.
• Sound judgment and discretion in handling sensitive financial information.
• Hands-on experience with accounting software; prior Sage Intacct exposure is a plus.

The expected base salary range for this position is $55,000 to $65,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.