Reid Accountants + Advisors · 5 days ago
Collections Specialist
Woodbury, NY
Full-time
Onsite
Mid Level
$75K/yr - $75K/yr
3+ years expReid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are seeking an experienced Collections Specialist focused on managing and improving the firm’s collections process, including contacting clients regarding outstanding balances and maintaining accurate records.
Accounting
Responsibilities
Lead and support all collection efforts for the firm
Maintain accurate and organized collection records and client account documentation
Contact clients regarding overdue balances, payment issues, and potential payment plan options
Process and post incoming payments from various sources
Prepare and update aging reports and other collection-related reports as needed
Participate in meetings with management and partners to review collection activity and recommend improvements
Generate and send invoices, statements, and periodic billings as required
Handle sensitive client and financial information with confidentiality and professionalism
Maintain positive client relationships while ensuring timely collection of receivables
Perform additional duties as assigned
Qualification
Required
3+ years of professional collections or accounts receivable experience, preferably in a professional services or accounting environment
Strong analytical skills and understanding of A/R best practices
Highly detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Excel, Outlook, and general record-keeping systems
Excellent written and verbal communication skills
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Reid Accountants + Advisors
“Reid Accountants + Advisors” is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase