CB
Senior Collections Specialist
Cherry Bekaert
- 🇺🇸 United States
- Hybrid
- Senior
- 12 hours ago
- Salesforce
- Excel
- Pivot Tables
- VLOOKUP
12 hours ago
Key Responsibilities
- Manage the full-cycle collections process for assigned customer accounts, ensuring timely and accurate cash application.
- Proactively follow up on past-due accounts via phone, email, and customer portals to drive on-time payment.
- Research and resolve billing discrepancies, unapplied cash, short pays, and customer disputes in coordination with internal teams.
- Maintain accurate customer account records inSage Intacct andSalesforce.
- Prepare, analyze, and maintainAR aging reports, including trend analysis and recommendations for risk mitigation.
- Support month-end close activities related to accounts receivable and collections.
- Develop and maintain detailed Excel schedules and reports (pivot tables, VLOOKUP/XLOOKUP, formulas).
- Assist in improving collections processes, documentation, and internal controls.
- Provide management with regular status updates on high-risk accounts and collection efforts.
- Â
- 5+ years of progressive collections or accounts receivable experience, with senior-level responsibilities.
- Hands-on experience withSage Intacct a plus.
- Hands-on experience withSalesforce a plus.
- AdvancedExcel skills (including pivot tables, lookups, and complex formulas).
- Strong experience handling billing discrepancy research and customer dispute resolution.
- Demonstrated experience supporting and analyzingAR aging reports.
- Excellent written and verbal communication skills, with a professional customer-facing approach.
IND4
Senior Collections Specialist · Cherry Bekaert