Collections Coordinator

Whitley Penn•Fort Worth, TX

1d•Onsite

About The Position

The Collections Coordinator plays a key role in managing client accounts, ensuring timely collections, resolving discrepancies, while being a supportive team player. This position requires strong communication skills, attention to detail, and the ability to thrive in a fast-paced professional environment. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Requirements

3+ years of experience in collections, accounts receivable, or a related financial role.
Strong verbal and written communication skills.
Highly degree of efficiency in Microsoft Word and Excel
Excellent organizational skills, attention to detail and follow-through
Excellent analytical and research skills.
Must have tenacity and ability to utilize resources, resolve and address client concerns
Ability to handle situations which may require adaptation based on client response
The ability to adapt, prioritize duties and manage multiple responsibilities in response to the demands of the day-to-day activities of the department.
The ability to work independently as well as in a collaborative environment and communicate effectively with individuals at all levels of the organization.

Nice To Haves

Prior experience in an accounting firm or professional services environment preferred

Responsibilities

Initiate collection calls and send written correspondence to clients regarding outstanding balances.
Respond to client inquiries, resolve discrepancies, and reconcile accounts.
Follow up consistently and adhere to established collection procedures to reduce DSO.
Collaborate with internal teams and firm personnel to resolve account issues.
Escalate collection efforts when needed to ensure timely resolution.
Maintain the integrity of client records and client confidentiality
Prepare and reconcile departmental reports as assigned.
Perform other assigned tasks and duties necessary to support the department.