Job Description

We are seeking an experienced Senior Collections Specialist to join our client's accounting firm. This role is focused exclusively on managing and improving the firms collections process. The ideal candidate will proactively contact clients regarding outstanding balances, resolve payment issues, maintain accurate records, and support overall cash-flow efficiency.

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.

Qualifications:

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Minimum of 5 years of professional collections or accounts receivable experience, preferably in a professional services or accounting environment.
• Preferably with working experience in Practice CS and Aiwyn
• 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.