Collections Coordinator

Cherry Bekaert • Rockville, MD

2d • Hybrid

About The Position

Cherry Bekaert is seeking a Collections Coordinator to perform daily accounts receivable follow-up, documentation, and issue resolution in support of the firm’s cash-flow and aging goals. The role manages a portfolio of routine accounts, coordinates with Billing, Finance, and Engagement Teams, and maintains organized, audit-ready documentation in line with internal controls and retention guidelines. The position offers a hybrid schedule, with 2–3 days per week working from a Cherry Bekaert office.

Requirements

• High school diploma.
• At least 1 year of collections and/or accounts receivable experience in a professional services or multi-entity environment.
• Must demonstrate eligibility to work in the United States.

Responsibilities

• Manage an assigned portfolio of routine accounts receivable accounts and conduct timely outreach on past-due balances.
• Document 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 or Finance to correct errors.
• Research accounts, including reviewing payment history, invoice copies, portal status, 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, purchase order 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

• Annual bonus.
• Medical, dental, and vision care.
• Disability and life insurance.
• Paid Time Off.
• Retirement plans.
• Paid Care Leave.
• Other programs dedicated to enhancing personal and work life and providing financial protection.
• Competitive compensation and a total rewards package focused on wellbeing.
• Career growth and continuous professional development opportunities.

What This Job Offers

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