Supervisor, Accounts Receivable

Westlake, OH 44145, USA Req #502
Wednesday, April 7, 2021
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

 The Supervisor of Accounts Receivable oversees the daily operations of the accounts receivable function, including supervising the accounts receivable team, billing invoices and collecting payments from customers and updating financial records.



• Directs and leads the work of the AR team

• Oversees the processing of customer billing and cash receipts

• Ensures proper recording and application of cash, manages outstanding invoices, and directs interactions with customers on collection matters and dispute resolution

• Provides timely and accurate payment and account standing information to the management team

• Audits methods and procedures of the accounts receivable function to improve efficiencies



• Maintains accounting ledgers by posting monthly account transactions

• Forecasts cash to support financial planning

• Reconciles accounts receivable sub-ledger to the general ledger

• Prepares supporting documentation for the annual audit

• Performs other duties as assigned



• Bachelor’s Degree in Finance/Accounting

• 3 years of experience in accounts receivable and collections

• Supervisory experience preferred

• Experience in a financial services industry preferred


  None required


• Knowledge and understanding of proper accounting treatment for accounts receivable transactions and activities

• Intermediate level proficiency in Microsoft Office

• Knowledge of Great Plains Dynamics Accounting or similar software a plus

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Salary
  • Westlake, OH 44145, USA