Senior Collections Specialist jobs in United States
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Anders · 1 day ago

Senior Collections Specialist

Anders CPA Advisors is one of the fastest-growing accounting firms in the country, seeking a Senior Collections Specialist who is motivated to learn and passionate about delivering outstanding results. The role involves managing the firm’s accounts receivable portfolio, ensuring timely collection of outstanding invoices, and collaborating with senior management on billing and collections initiatives.

Accounting
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Responsibilities

Manage portfolio of client accounts to ensure timely collection of outstanding invoices
Communicate professionally with clients via phone, email, and written correspondence to resolve billing issues and secure payments
Collaborate with Practice Group Leaders and Senior Management on specific practice areas as it relates to their billing and collections initiatives
Evaluate client payment trends and escalate delinquent accounts as necessary
Negotiate terms for settlements and payment plans with delinquent clients
Utilize financial data to identify trends, patterns and opportunities for process improvements
Prepare regular reports on collection performance and trends for senior management
Maintain accurate records of collection activities in the firm’s financial systems
Maintain documentation of collection policies and procedures
Provide problem solving assistance and participate in large department projects
Establish and maintain effective working relationships with clients, client facing professionals and staff

Qualification

BillingCollections experienceFinancial data analysisNegotiation skillsCCH Practice ManagementExcel proficiencyAccounting principles knowledgeClient service skillsWritten communication skillsOral communication skillsOrganizational skillsDetail-oriented

Required

5+ years of billing and collections experience in a CPA firm, law firm or professional services firm
Excellent written and oral communication skills
Strong organization skills
Negotiation skills
Detail-oriented with high degree of accuracy
Excellent analytical and troubleshooting skills
Strong client service skills with the ability to interact with all levels of management
Able to operate in a fast moving, team-oriented collaborative environment with tight deadlines
Proficient use of financial, accounting and collections systems
Working knowledge of accounting principles, practices and procedures
Ability to exercise discretion and strong judgment when handling confidential information

Preferred

Bachelor's degree preferred
Working knowledge of CCH Practice Management preferred
Strong working knowledge of Excel and Word

Benefits

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program

Company

Anders

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A dedicated team of CPAs and industry-focused advisors. Always On.

Funding

Current Stage
Growth Stage

Leadership Team

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Brett Adams, CPA
Virtual CFO Manager
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Brittney Adair Burke, Master of Science, Accounting
Virtual CFO Accountant
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