Collections Coordinator
Cherry Bekaert is ranked among the largest accounting and consulting firms in the country, delivering innovative advisory, assurance, and tax services. They are seeking a Collections Coordinator to manage accounts receivable follow-up, documentation, and issue resolution to support the firm’s cash-flow and aging goals.
Responsibilities
- Manage an assigned portfolio of routine AR accounts, performing timely outreach on past‑due balances
- Document all client interactions, follow‑up actions, and commitments in the collections system
- Generate and send client statements, reminder notices, and follow‑up emails using approved templates
- Review customer payments for basic discrepancies and coordinate with Billing/Finance to correct errors
- Support account research including payment history reviews, invoice copies, portal status checks, and statement reconciliations
- Monitor aging reports and follow prescribed cadence‑based workflow activities
- Escalate unresolved issues, disputes, and complex discrepancies to the Senior Collections Coordinator or Collections Manager
- Assist in preparing weekly portfolio updates for team meetings
- Submit invoices or documentation through client portals and maintain required artifacts
- Coordinate with Engagement Teams to obtain missing information, PO numbers, billing clarifications, or approvals
- Maintain organized, audit‑ready documentation in line with internal controls and retention guidelines
- Identify minor process inefficiencies and recommend practical improvements
- Perform other duties as assigned
Skills
- High School Diploma
- At least 1 year of collections and/or accounts receivable experience in a professional services or multi-entity environment
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection
Company Overview