Collections Associate - Corporate

Overview

This Collections Associate role supports the accounts receivable and collections functions across multiple firms in the organization’s network. The position focuses on monitoring outstanding balances, contacting clients about payment status, and ensuring timely collection of receivables while maintaining positive client relationships.

Responsibilities

• Generate, monitor, and review Accounts Receivable Aging Reports across multiple firms
• Make outbound collection calls and send follow-up emails regarding outstanding invoices and account balances
• Collect and process client payments accurately and in a timely manner
• Maintain regular communication with clients regarding account status, payment arrangements, and billing inquiries
• Collaborate with firm contacts and internal stakeholders to resolve billing discrepancies and payment issues
• Escalate delinquent accounts in accordance with established collection procedures and organizational policies
• Maintain organized and accurate documentation of collection activities, payment communications, and account updates
• Monitor accounts receivable performance and identify trends requiring additional follow-up or escalation
• Reconcile payment information and assist with account research when discrepancies arise
• Support month-end reporting and accounts receivable analysis as needed
• Provide exceptional customer service while maintaining professionalism in all client interactions
• Identify opportunities to improve collections processes, enhance efficiencies, and support overall cash flow management

Requirements

• 1-3 years of experience in Accounts Receivable, Collections, Billing, or a related financial operations role
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Teams
• Strong verbal and written communication skills with a professional, client-focused approach
• Excellent customer service skills and the ability to build positive relationships while handling sensitive collection matters
• Strong attention to detail and commitment to accuracy
• Ability to manage multiple priorities and a high volume of accounts across numerous firms
• Strong organizational, analytical, and problem-solving abilities
• Ability to work independently and collaboratively within a team environment
• Demonstrated reliability, accountability, and commitment to meeting deadlines
• Experience handling confidential financial information with professionalism and discretion

Preferred Qualifications

• Experience in a CPA firm, professional services environment, or multi-entity organization
• Experience with accounting and billing software such as CCH Axcess, CPACharge, or similar platforms

Compensation & Benefits

• Base salary of $23.50-$26.50 plus discretionary bonus (exact amount dependent on experience)
• Medical, Dental & Vision Insurance (coverage begins on the first of the month following your start date)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 Company-Paid Holidays
• Employee Assistance Program (EAP)

Location

• Fully Remote

Equal Opportunity Employer / Work Authorization

• Equal opportunity employer; does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.