Senior Accounts Receivable Specialist

Title

Senior Accounts Receivable Specialist

Location

Raleigh, NC (Hybrid)

About Us

Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi RMB Capital, and Curi Insurance-each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes-in medicine, business, and life.

The Role

We are looking for a highly skilled and analytical individual to work on our Accounts Receivable team as a Senior Accounts Receivable Specialist. In this role, you will report to the Manager, Accounts Receivable and will be responsible for overseeing and managing the accounts receivable process to ensure timely and accurate collection of outstanding payments. This role involves handling complex accounts, resolving billing issues, mentoring AR staff, and maintaining strong relationships with customers and internal teams.

Key Result Areas

• Monitor and manage the full-cycle accounts receivable process, including invoicing, collections, and cash Application
• Analyze aging reports and follow up on overdue accounts through calls, emails, and written communication
• Resolve complex billing discrepancies and disputes in a timely and professional manner
• Prepare intermediate to complex schedules, reconciliations, and journal entries for premium receivables, bank reconciliations and cash journal entries to assist with month-end and year-end closing processes related to AR
• Collaborate with internal teams, customer service, and finance teams to streamline billing and collections processes
• Collaborate with external auditors to provide support for financial statement audits
• Ensure compliance with company policies and relevant accounting regulations
• Recommend and implement process improvements to enhance AR efficiency
• Document business processes to enhance internal controls
• Perform special projects as needed

Key Skills

• Self-Starter: Ability to work independently and manage multiple priorities in a fast-paced environment
• Analytical Thinking: Ability to identify process inefficiencies and recommend and implement solutions. Strong problem-solving skills and a proactive mindset
• Attention to Detail: High level of accuracy in data entry, documentation, and reconciliation
• Systems Proficiency: experience with process automation and digital invoice management systems
• Customer Service Orientation: Approachable and responsive to both internal and external stakeholders
• Strategic: Excellent communication, negotiation, and problem-solving skills
• Organization: Exceptional organizational abilities, ensuring accuracy and efficiency in managing tasks and processes

Key Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 4+ years of experience in accounts receivable, preferably in a senior or lead role
• Strong knowledge of accounting principles and AR best practices
• Proficiency in ERP systems and Microsoft Excel
• Insurance industry experience preferred, ideally in the property and casualty sector

Predictive Index Assessment

As part of the interview and selection process, we are asking candidates to complete a behavioral and cognitive assessment conducted by Predictive Index. These assessments help the interview team evaluate how a candidate’s behavioral characteristics and cognitive abilities align with the specific requirements of the role.

Please note that these assessments are just one component of our selection process and do not solely determine a candidate’s eligibility for the position.

To proceed, please click on the link below to complete the six-minute, scientifically-validated behavioral assessment, as well as a cognitive assessment. The cognitive assessment measures general cognitive ability and helps us understand how quickly a candidate can learn and adapt to the role.

https://assessment.predictiveindex.com/bo/CP4D/Sr_AR_Specialist

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
CURIOSITY: We ask and listen, stay curious, and are eager to learn.
TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.

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