Collections Specialist

Crete Professionals AllianceWoodbury, NY
1d$75,000Onsite

About The Position

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Collections Specialist to join our accounting firm. This role is focused exclusively on managing and improving the firm’s collections process. The ideal candidate will proactively contact clients regarding outstanding balances, resolve payment issues, maintain accurate records, and support overall cash-flow efficiency.

Requirements

  • 3+ years of professional collections or accounts receivable experience, preferably in a professional services or accounting environment.
  • Strong analytical skills and understanding of A/R best practices.
  • Highly detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
  • Proficiency in Microsoft Excel, Outlook, and general record-keeping systems.
  • Excellent written and verbal communication skills.
  • Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)

Responsibilities

  • Lead and support all collection efforts for the firm.
  • Maintain accurate and organized collection records and client account documentation.
  • Contact clients regarding overdue balances, payment issues, and potential payment plan options.
  • Process and post incoming payments from various sources.
  • Prepare and update aging reports and other collection-related reports as needed.
  • Participate in meetings with management and partners to review collection activity and recommend improvements.
  • Generate and send invoices, statements, and periodic billings as required.
  • Handle sensitive client and financial information with confidentiality and professionalism.
  • Maintain positive client relationships while ensuring timely collection of receivables.
  • Perform additional duties as assigned.

Benefits

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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