Collections Coordinator
About The Position
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking for a Collections Coordinator to join our team. The Collections Coordinator will have an opportunity to work a hybrid schedule, working 2-3 days per week out of a Cherry Bekaert office. The Collections Coordinator performs daily accounts receivable follow‑up, documentation, and issue resolution to support the firm’s cash‑flow and aging goals. #ZR As Collections Coordinator, you will:
Requirements
- High School Diploma
- At least 1 year of collections and/or accounts receivable experience in a professional services or multi‑entity environment.
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.
Benefits
- Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
- The opportunity to innovate and do work that motivates and engages you
- A collaborative environment focused on enabling you to further your career growth and continuous professional development
- Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
- Flexibility to do impactful work and the time to enjoy your life outside of work
- Opportunities to connect and learn from professionals from different backgrounds and with different cultures
- medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
