Insight Investments Corporate Office - Costa Mesa, CA

A/R Specialist

Job Locations US-CA-Costa Mesa
Job ID
Temp to Hire
Insight Investments



  • Prepare, analyze and review lease contracts for the purpose of booking and billing through Leasewave , our leasing software; produce and maintain accurate and timely results
  • Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
  • Analyze, verify and process all credit rentals, credit memos, and write-offs related to contract billing adjustments timely and accurately to the appropriate general ledger
  • Process mass monthly billing by submitting system-generated rental invoices via mail, email & through multiple vendor portals
  • Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period
  • Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
  • Analyze data on the Aging Report daily and prioritize accounts to be worked on; work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
  • Explain and/or resolve routine to complex billing or collection related issues & questions
  • Explain basic lease terminology
  • Handle in/out bound communications via phone and/or email in a timely & professional manner
  • Establish goals both individually and within a team-based environment

Qualifications / Education


  • Moderate proficiency with MS Word, MS Excel
  • Knowledge of LeaseWave & Microsoft Great Plains preferred
  • Must have strong understanding of basic Accounting principles


  • Minimum of 4-5 years of continuous accounting experience
  • A background in Accounts Receivable is preferred
  • Leasing or other Finance industry experience a plus


  • Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.


Insight Investments


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