Position Summary:  

The AR Accountant will help manage cash receipts, payment application, billing support, reporting, and related accounts receivable activity. The ideal candidate is organized, accurate, service-minded, and comfortable working across teams to support clients, advisors, operations, and accounting partners.  

This position offers work-from-home flexibility two days per week following the initial orientation period. Hybrid work arrangements are subject to job performance and manager approval. 

Position responsibilities: 

· Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time

· Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently

· Support timely and accurate client setup, billing information, and account maintenance

· Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts

· Prepare bank deposits, track miscellaneous accounts receivable activity, and maintain accurate supporting documentation

· Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting

· Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead’s billing and accounts receivable processes

· Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support

· Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows

· Perform other duties as assigned 

Preferred Qualifications: 

· Bachelor’s degree in Accounting, Finance, Business, or related field

· Experience in financial services, wealth management, professional services, or a similar client-service environment

· Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms 

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law. 

The qualified candidate can expect:

· A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization

· The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging

· An opportunity to work with high-profile private clients and institutions across the country

· A competitive base salary with an incentive bonus program

· 401(k) savings plan with company contributions

· Health, dental, vision, and long-term disability insurance

· Generous paid time off program  

About Clearstead: 

We are Clearstead, an independent institutional investment and private wealth advisory firm in Cleveland, Ohio.

Our institutional clients include retirement funds, endowments and foundations, higher education institutions, and healthcare organizations. Our private clients are families, individuals, and related entities. 

 There’s a popular line at Clearstead: “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another and of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing information and ideas. This helps us attract and retain strong and motivated individuals.