Collections Coordinator

Cherry Bekaert Advisory•Raleigh, NC

10h•Hybrid

About The Position

Cherry Bekaert, a leading accounting and consulting firm, is seeking a Collections Coordinator to join their team. This role is responsible for daily accounts receivable follow-up, documentation, and issue resolution to support the firm's cash flow and aging goals. The position offers a hybrid work schedule, requiring 2-3 days per week in a Cherry Bekaert office. The firm is recognized as a Great Place to Work and emphasizes career growth and professional development in a collaborative environment.

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.