Collections Coordinator jobs in United States
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Whitley Penn ยท 1 day ago

Collections Coordinator

Whitley Penn is a leading CPA and Consulting firm, seeking a Collections Coordinator to manage client accounts and ensure timely collections. The role involves initiating collection calls, resolving discrepancies, and collaborating with internal teams to maintain the integrity of client records.

AccountingProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Initiate collection calls and send written correspondence to clients regarding outstanding balances
Respond to client inquiries, resolve discrepancies, and reconcile accounts
Follow up consistently and adhere to established collection procedures to reduce DSO
Collaborate with internal teams and firm personnel to resolve account issues
Escalate collection efforts when needed to ensure timely resolution
Maintain the integrity of client records and client confidentiality
Prepare and reconcile departmental reports as assigned
Perform other assigned tasks and duties necessary to support the department

Qualification

Collections experienceAccounts receivableMicrosoft WordMicrosoft ExcelAnalytical skillsResearch skillsCommunication skillsOrganizational skillsAttention to detail

Required

3+ years of experience in collections, accounts receivable, or a related financial role
Strong verbal and written communication skills
Highly degree of efficiency in Microsoft Word and Excel
Excellent organizational skills, attention to detail and follow-through
Excellent analytical and research skills

Preferred

Prior experience in an accounting firm or professional services environment preferred

Benefits

Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
Voluntary Dental and Vision Insurance
17 Annual Firm holidays, with extended breaks around July 4th and year end
Generous PTO for Non-Exempt Team Members
Paid Maternity and Parental Leave
401(k) with Profit Sharing
Discretionary Bonus Program
Health & Wellness Program
Pet Insurance

Company

Whitley Penn

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Whitley Penn is a Texas-based full service public accounting firm.

H1B Sponsorship

Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)

Funding

Current Stage
Late Stage

Leadership Team

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Nathen McEown
Chief Executive Officer
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M
Mark Topel
Tax Partner
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Company data provided by crunchbase