Rootree is looking for a proactive, organized, and customer-focused Accounts Receivable & Billing Specialist to join our Finance team.

This role will take ownership of the day-to-day billing and accounts receivable process, including customer invoicing, payment collection, account reconciliation, and resolving billing or payment inquiries. Because this position interacts regularly with customers, we’re looking for someone who can balance strong accounting skills with a friendly, professional, and solutions-oriented approach.

In addition to AR responsibilities, this role will assist with bank transactions and reconciliations and support the Finance team during month-end close and with other accounting projects as needed.

We’re looking for someone who takes ownership of their work, stays ahead of deadlines, and is willing to jump in wherever needed.

Key Responsibilities

- Billing & Accounts Receivable
- Prepare and issue accurate and timely customer invoices, credit notes, and account statements.
- Maintain customer accounts and ensure transactions are properly recorded and applied.
- Monitor accounts receivable aging and proactively follow up on outstanding balances.
- Contact customers regarding overdue invoices and payment status in a professional and courteous manner.
- Work with customers and internal teams to investigate and resolve billing discrepancies, short payments, deductions, and other account issues.
- Apply customer payments accurately and promptly.
- Maintain transparent documentation of collection activities, customer communications, and payment commitments.
- Identify overdue or higher-risk accounts and escalate collection concerns when appropriate.
- Support management with AR aging analysis and cash collection reporting.





Banking & Reconciliation
- Record and/or review daily banking transactions, including customer receipts, transfers, fees, and other bank activity.
- Ensure bank transactions are properly coded and recorded in the accounting system.
- Perform monthly bank reconciliations and investigate outstanding or unusual reconciling items.
- Assist with cash receipt tracking and other cash management activities as required.

Month-End & Accounting Support
- Support month-end close activities, including AR reconciliation, bank reconciliation, and preparation of supporting schedules.
- Assist with general ledger reconciliations and account analysis as required.
- Help investigate and resolve accounting discrepancies.
- Support audit, year-end, and other financial reporting requests by providing supporting documentation.
- Assist the Finance team with ad hoc accounting, reporting, and administrative requests.
- Proactively identify opportunities to improve billing, collection, reconciliation, and accounting processes.

What We're Looking For

- Diploma or degree in Accounting, Finance, Business Administration, or a related field.
- 2–4+ years of accounting experience, preferably with significant exposure to accounts receivable, billing, and collections.
- Good understanding of accounting principles, including accounts receivable, cash application,



bank reconciliation, and general ledger accounting.
- Experience working with an ERP or accounting system; NetSuite experience is an asset.
- Strong Excel skills and comfort working with financial data.
- Strong attention to detail and ability to maintain accuracy while managing a high volume of transactions.
- Excellent organizational and time-management skills.
- Proactive and able to follow through on outstanding items without constant supervision.
- Comfortable communicating directly with customers by email and phone.
- Friendly, professional, and confident when handling payment collection and resolving customer concerns.
- Strong problem-solving skills and willingness to investigate discrepancies rather than simply passing them along.
- Team-oriented and willing to step outside of core AR responsibilities to support month-end close and other Finance priorities.

The Person Who Will Thrive in This Role

You’re someone who likes keeping things organized and making sure nothing falls through the cracks. You’re comfortable following up with customers about money without making the conversation uncomfortable, and you understand that good collections are as much about communication and relationships as they are about accounting.

You take ownership of your responsibilities, follow through on open items, and raise issues before they become problems. At the same time, you’re happy to roll up your sleeves and help the broader Finance team when month-end gets busy or an unexpected project comes up.

Most importantly, you bring a combination of accounting knowledge, attention to detail, professionalism, and a proactive mindset to the role.

📌 Accounts Receivable and Billing Specialist (Burlington)
🏢 Rootree
📍 Burlington