What are the responsibilities and job description for the Collections Coordinator position at Whitley Penn?
Whitley Penn, a leading CPA and Consulting firm, is looking for a Collections Coordinator to join our team. The Collections Coordinator plays a key role in managing client accounts, ensuring timely collections, resolving discrepancies, while being a supportive team player. This position requires strong communication skills, attention to detail, and the ability to thrive in a fast-paced professional environment.
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?
- Initiate collection calls and send written correspondence to clients regarding outstanding balances.
- Respond to client inquiries, resolve discrepancies, and reconcile accounts.
- Follow up consistently and adhere to established collection procedures to reduce DSO.
- Collaborate with internal teams and firm personnel to resolve account issues.
- Escalate collection efforts when needed to ensure timely resolution.
- Maintain the integrity of client records and client confidentiality
- Prepare and reconcile departmental reports as assigned.
- Perform other assigned tasks and duties necessary to support the department.
How Will You Get Here?
- 3 years of experience in collections, accounts receivable, or a related financial role.
- Prior experience in an accounting firm or professional services environment preferred
- Strong verbal and written communication skills.
- Highly degree of efficiency in Microsoft Word and Excel
- Excellent organizational skills, attention to detail and follow-through
- Excellent analytical and research skills.
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, with extended breaks around July 4th and year end
- Generous PTO for Non-Exempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- 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.
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