Collections Specialist
About The Position
The Collections Specialist supports the Accounting team by managing accounts receivable, executing day-to-day financial transactions, and ensuring accurate and timely cash application and customer billing. This role plays a key part in maintaining healthy cash flow, accurate financial records, and strong internal controls while partnering cross-functionally with Sales, Revenue Operations, Customer Success, and Operations. The ideal candidate is detail-oriented, organized, and proactive, with a customer-focused mindset and a strong foundation in accounting principles. This role contributes to month-end close, audit support, financial reporting, and continuous process improvement in a fast-paced, collaborative environment, while providing opportunities for skill development and career growth. In this role, you will report to the Controller and work cross-functionally across the organization, as well as work with external customers. You will collaborate with a team that operates in a fast-paced environment. If you are driven, meticulous, and a problem solver, then this is the right role for you!
Requirements
- Bachelor’s degree in Accounting, Finance, or similar field
- 2+ years of experience in accounting, finance, or customer billing
- Oracle NetSuite experience required
- Proficient with Microsoft Excel and other Microsoft Office applications.
- Excellent verbal and written communication skills
- Proactive mindset and meticulous planning
- Knowledge and application of general financial accounting principles
- Understanding of and the ability to adhere to GAAP
- Ability to thrive in a fast-paced environment with strong time management and organizational skills
- Ability to work both independently and collaborate with team members to accomplish accounting goals
Nice To Haves
- Previous experience within accounts receivable or collections preferred
- Previous experience with Salesforce preferred
Responsibilities
- Monitor and manage accounts receivable balances; follow up on past-due accounts
- Communicate with customers regarding invoices, payments, discrepancies, and account status
- Post and apply daily cash receipts, including lockbox and other deposits, to the general ledger
- Apply cash receipts accurately and reconcile customer accounts
- Perform day-to-day transactions, including new customer setup, invoicing, tax exemption validation, and cash application
- Review and maintain aged receivables in accordance with company policies; document collection efforts and account notes
- Investigate and resolve billing and payment discrepancies through account reconciliation
- Partner cross-functionally with Sales, Revenue Operations, Customer Success, and Operations to ensure accurate customer data and timely invoicing
- Coordinate with Accounts Payable to process customer refunds when necessary
- Assist with month-end close activities, including journal entries and account reconciliations
- Prepare and support monthly financial reporting packages
- Support audit requests and documentation preparation
- Assist in developing and maintaining standard operating procedures (SOPs) and process documentation
- Maintain accurate financial records in compliance with company policies and accounting standards
- Perform other duties as assigned to support the Accounting team
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
