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Credit Controller, AR & AP Specialist

$8/hr Starting at $25

  1. Onboarding & Setup – Review your AR process, chart of accounts, aging, and policies and reporting format.
  2. Data & System Integration – Set up access to ERP/Accounting. Clean master data and import opening AR.
  3. Invoicing & Billing – Prepare and send accurate invoices/credit notes on schedule; verify PO, rates, taxes, and delivery/GRN.
  4. Cash Application – Post customer payments daily (bank, ACH, wire, cheque), match remittances, clear short-pays and deductions.
  5. Collections & Follow-ups – Run weekly aging, send reminders, call customers, document promises-to-pay, and maintain contact logs.
  6. Credit Control – Assess credit risk, set/adjust limits, hold/release orders based on exposure and payment behavior.
  7. Dispute & Deduction Management – Investigate price/quantity/tax disputes, coordinate with Sales/Logistics, and resolve to closure.
  8. Reconciliations – Customer account reconciliations, unapplied cash clearing, and month-end AR sub-ledger to GL tie-out.
  9. Reporting & Insights – Deliver DSO, aging analysis, collections effectiveness, top overdue, and root-cause dashboards.
  10. Process Improvement – Recommend policy tweaks (payment terms, dunning cadence), automate templates, and optimize working capital.


  • Deliverables:

  • Weekly AR aging & collection status report

  • Month-end AR pack (recons, KPIs, exceptions)

  • Action list for high-risk/overdue accounts

  • SOPs/templates for invoicing, dunning, and dispute logs


About

$8/hr Ongoing

Download Resume

  1. Onboarding & Setup – Review your AR process, chart of accounts, aging, and policies and reporting format.
  2. Data & System Integration – Set up access to ERP/Accounting. Clean master data and import opening AR.
  3. Invoicing & Billing – Prepare and send accurate invoices/credit notes on schedule; verify PO, rates, taxes, and delivery/GRN.
  4. Cash Application – Post customer payments daily (bank, ACH, wire, cheque), match remittances, clear short-pays and deductions.
  5. Collections & Follow-ups – Run weekly aging, send reminders, call customers, document promises-to-pay, and maintain contact logs.
  6. Credit Control – Assess credit risk, set/adjust limits, hold/release orders based on exposure and payment behavior.
  7. Dispute & Deduction Management – Investigate price/quantity/tax disputes, coordinate with Sales/Logistics, and resolve to closure.
  8. Reconciliations – Customer account reconciliations, unapplied cash clearing, and month-end AR sub-ledger to GL tie-out.
  9. Reporting & Insights – Deliver DSO, aging analysis, collections effectiveness, top overdue, and root-cause dashboards.
  10. Process Improvement – Recommend policy tweaks (payment terms, dunning cadence), automate templates, and optimize working capital.


  • Deliverables:

  • Weekly AR aging & collection status report

  • Month-end AR pack (recons, KPIs, exceptions)

  • Action list for high-risk/overdue accounts

  • SOPs/templates for invoicing, dunning, and dispute logs

Skills & Expertise

AccountingBillingCollectionsCredit AnalysisData AnalysisData ManagementERP SoftwareManagementPayment Gateway Integration

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