What are the responsibilities and job description for the Collections Coordinator position at Whitley Penn?
How We Work
Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- Process executive billings in a timely manner.
- Reconcile client disputes as they pertain to outstanding balances due.
- Reconcile billing, work in process and accounts receivable.
- Accurately and efficiently post cash receipts.
- Effectively manage an A/R portfolio to reduce days outstanding.
- Prepare delinquency notices in a timely manner.
- Assist clients with account inquiries.
- Maintain the integrity of client records and confidential information.
- Assist with weekly and monthly reporting as needed.
- Communicate and follow-up effectively with team members and Firm personnel regarding client accounts on a timely basis.
- Perform other assigned tasks and duties necessary to support the department.
How Will You Get Here?
- 2-4 years of combined general billing, collection, and administrative experience.
- An associate’s degree in accounting, finance, or business administration is preferred.
- A clear understanding of the collection process.
- A high degree of efficiency with all Microsoft Office Suite products.
- Excellent analytical and research skills.
- Strong organizational skills with exceptional attention to detail and follow-through.
- Must have the ability to build rapport with the team and be a team player.
- Working knowledge of Microsoft Excel formulas and functions.
- ProSystem fx Practice Management software experience preferred.
- An eye for detail, and excellent verbal and written communication skills.
- The ability to work in a collaborative environment and communicate effectively with individuals at all levels of the organization.
- The ability to adapt and prioritize duties and manage multiple responsibilities in response to the demands of the day-to-day activities of the department.
Why Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 – 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- Health & Wellness Program
- Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
