Collections Coordinator

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?

• Collection calls and/or written correspondence in a fast-paced environment.
• Accept client calls, address discrepancies and reconcile accounts.
• Review accounts and request necessary adjustments or refunds.
• Timely follow-up and follow through with collection procedures.
• Must communicate and follow-up effectively with team members and firm personnel regarding client accounts on a timely basis.
• Enlist the efforts of staff and management when necessary to accelerate the collection process.
• Heavy posting of payments to client accounts and reconciling of daily receipts.
• Preparation and reconciliation of department reports as assigned.
• 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 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, 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?

• Career Path with Growth Opportunity
• Technical & Professional Development Plans
• Comprehensive Medical, Dental and Vision Insurance
• Health & Wellness Program
• Flexible Time Away for Exempt Team Members
• Generous PTO for Non-Exempt Team Members
• 401(k)
• Paid Parental Leave
• CPA Exam Passing Bonus & Reimbursement for Exam Fees

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. All employment is decided on the basis of qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)