Company Overview

Weiss-Johnson provides residential and commercial mechanical services, including new-home installations and furnace replacements. The company emphasizes high standards, adapting to customer needs, and serving families and businesses in its community.

Summary

The Accounts Receivable & Finance Assistant is responsible for supporting the company’s day-to-day accounts receivable and finance administration functions. This position plays an important role in maintaining accurate customer accounts, processing invoices and payments, following up on outstanding receivables, completing financial reporting, and ensuring documentation is accurate and properly maintained.

In addition to core A/R responsibilities, the position will be trained to understand and support the creation and setup of jobs within the company’s systems. This includes ensuring new jobs are created accurately, customer and project information is entered correctly, and required documentation is in place before work progresses through the billing cycle.

Key Responsibilities

- Prepare and process customer invoices, ensuring appropriate job information, purchase orders, quotes, and supporting documentation are in place.
- Create and maintain jobs in company systems, including entering and verifying customer, builder, project, site, billing, division, and other required job information.
- Review job setup and documentation for completeness and resolve missing or incorrect information with the appropriate departments.
- Process and apply customer payments, including EFTs, cheques, credit cards, e-transfers, and bank deposits.




- Reconcile customer accounts and investigate payment, invoice, credit, or account discrepancies.
- Monitor outstanding receivables and follow up with customers on overdue balances in accordance with company collection procedures.
- Prepare customer statements and maintain A/R aging reports, collection notes, and account status information.
- Respond to customer inquiries regarding invoices, payments, credits, and outstanding balances.
- Upload invoices and supporting documentation to customer or builder portals as required.
- Maintain accurate and organized financial, customer, and job documentation.
- Work with Finance, Scheduling, Operations, RNC, and other departments to resolve billing or job-related issues.
- Assist with A/R reporting and other Finance administrative duties as required.

Required Skills & Qualifications

- Minimum 3 years of experience in accounts receivable, billing, finance administration, or a related accounting role.
- Strong understanding of A/R processes, invoicing, payment application, account reconciliation, and collections.
- Proficiency with Microsoft Excel, including formulas such as XLOOKUP, filtering, sorting, and data organization.
- Experience with Microsoft Dynamics GP or a similar accounting/ERP system is preferred.




- Excellent attention to detail and accuracy.
- Strong organizational and time-management skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong written and verbal communication skills.
- Ability to handle confidential financial and customer information with discretion.
- Ability to learn new systems, processes, and construction-related terminology.

Preferred Qualifications & Experience

- Experience in the construction, HVAC, mechanical, service, or home-building industry.
- Familiarity with residential new construction processes.
- Experience with collections and resolving customer account disputes.
- Demonstrated interest in improving administrative and financial processes.

Compensation & Benefits

- Salary Range: $47,000 - $51,000
- Benefits: Health, dental, and vision insurance
- Sick time
- Professional development opportunities
- Collaborative work setting

How to Apply

Interested candidates are invited to apply through Indeed. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Weiss-Johnson is an equal opportunity employer. We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the hiring process, please let us know.

Pay: $47,900.00-$51,000.00 per year

Benefits:

- Casual dress
- Company events
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Experience:

- A/R, Finance, or Bookkeeping: 3 years (required)

Work Location: In person

📌 Accounts Receivable & Finance Assistant (Roper Industrial)
🏢 Weiss Johnson
📍 Roper Industrial