Collections Coordinator
Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
About the role
The Collections Coordinator performs daily accounts receivable follow-up, documentation, and issue resolution to support the firm’s cash-flow and aging goals. This role offers a hybrid schedule, working 2-3 days per week out of a Cherry Bekaert office.
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.
Requirements
- High School Diploma
- At least 1 year of collections and/or accounts receivable experience in a professional services or multi-entity environment.
Benefits
Cherry Bekaert offers a comprehensive, high-quality benefits program which includes:
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Other programs dedicated to enhancing your personal and work life and providing financial protection for you and your family.
Pay
Salary range: $18.00 - $28.00 per hour. Individual salaries within this range are determined by factors including the role, function, responsibilities, work experience, education, knowledge, skills, and geographic location.
Schedule
Hybrid schedule, working 2-3 days per week out of a Cherry Bekaert office.