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
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
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
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 StageRecent News
2026-01-03
2025-12-01
PR Newswire
2025-11-11
Company data provided by crunchbase