Senior Accounts Payable/Receivable Specialist

ABOUT US

Carlson is a family-owned financial and investment company and single-family office. Its story began in 1938, when Curtis L. Carlson launched the Gold Bond Stamp Company in Minneapolis, Minnesota, with a loyalty program concept and a $55 loan from his landlord. Today, Carlson is in its third generation of closely held family ownership. The family office provides comprehensive services across wealth planning, investment management, tax, insurance, accounting and personal services, with a strong commitment to professionalism, confidentiality, and discretion.

At our company we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities. 

POSITION OVERVIEW

We are seeking a full-time Senior Accounts Payable/Receivable Specialist to support full-cycle AP and AR invoicing for our small but complex multi-entity organization. This role is responsible for ensuring invoices are processed and paid accurately and on time, preparing sales invoices for internal and external clients, and serving as a key contact for researching and resolving AP and AR questions. The ideal candidate is technologically savvy, eager to adopt new tools, and focused on automation and process improvement. This role partners with internal teams to resolve complex AP and AR process and system issues and to identify best practices that support company goals and client service standards.

PRIMARY RESPONSIBILITIES

• Set up and maintain vendor and customer records to support accurate payments and annual 1099 reporting
• Process AP mail and manage invoices received through electronic inboxes
• Scan, code, and enter invoices into the AP system accurately and promptly
• Review invoices captured through OCR technology and recurring invoice workflows for payment approval
• Ensure vendor payments are accurate and made within agreed payment terms
• Gather information needed to prepare accurate and timely customer billings
• Audit customer contracts and associated billing terms for accuracy and completeness
• Respond to internal and external inquiries promptly and professionally
• Follow strong internal controls and support periodic external agreed-upon procedures engagements
• Develop and maintain procedures and quick-reference guides aligned with company standards
• Recommend process improvements based on recurring themes and observations
• Assist with system testing for maintenance, upgrades, and security controls
• Partner with the broader Finance and Accounting team on related projects and ad hoc tasks

QUALIFICATIONS

• 5+ years of AP/AR experience grounded in accounting principals 
• Associate’s or bachelor’s degree in accounting, finance, or related field
• Family office experience preferred
• Exceptional attention to detail
• Ability to work accurately and efficiently under deadlines
• Strong critical thinking and ability to work independently
• Strong organizational skills and adaptability
• Strong interest in technology, automation, and process improvement
• Professional, positive, and service-oriented
• Dependable, with strong work ethic and integrity
• Ability to handle confidential information discreetly
• Strong verbal and written communication skills
• Ability to build strong working relationships across the organization
• Advanced Microsoft Office skills, including Outlook, Excel, Word, and Teams
• Accounting software proficiency; Business Central preferred 

COMPENSATION & BENFITS

The projected salary range for this role is $70,000 to $80,000. Final compensation will depend on the candidate’s education, relevant experience, and skills. This position is also eligible for an annual bonus opportunity.

Our benefits package supports your health, well-being, and financial security so you can thrive both at work and at home.

• Health and Wellness: Comprehensive medical, dental, and vision coverage, plus telehealth, mental health support, and wellness incentives
• Financial Security: 401(k) with company match, employer-paid life and disability insurance, HSA contributions, and flexible spending accounts for medical and dependent care expenses
• Work-Life Balance: Hybrid schedule with at least three in-office days per week, plus generous paid time off, including vacation, sick time, and holidays
• Professional Development: Opportunities for training, certifications, and continuing education
• Additional Perks: Located in Carlson Towers in Minnetonka, with access to an onsite café and fitness center