Collections Coordinator

Cherry Bekaert Advisory • Raleigh, NC

3d • $18 - $28 • Hybrid

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: 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.

Requirements

• High School Diploma
• At least 1 year of c ollections 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
• annual bonus, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED