Collections Coordinator

Cherry Bekaert, ranked among the largest accounting and consulting firms in the country, is seeking a Collections Coordinator to join their team. The role involves managing accounts receivable, performing outreach on past-due balances, and supporting 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