AR Collections Specialist in Boston at CBIZ

Date Posted: 6/27/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions: 

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 240 people, including over 40 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients.  We serve private and public companies in more than a dozen industries; sophisticated.

The AR Collections Specialist will work with Managing Directors, Directors, and fellow administrative staff to facilitate the timely collection of CBIZ New England accounts receivable.  This is a part-time position.

Essential Functions and Primary Duties

  • Establish a working relationship with assigned Managing Directors and Directors to determine collection needs and the level of involvement desired for each of their clients
  • Follow written and verbal instructions from multiple Managing Directors and Directors
  • Submit receivable write offs to the Assistant Controller for approval
  • Provide timely AR reporting to Managing Directors and Directors as needed
  • Provide copies of invoices, credit memos, account reconciliations, or other supporting documents to clients as requested
  • Initiate follow up with clients as directed by Managing Directors/Directors based on the status of past due balances
  • Record receivables collection activity within our database and follow up on outstanding items
  • Help maintain client contact information including names, titles, phone numbers, and email addresses
  • Additional responsibilities as assigned

Minimum Qualifications Required

  • Bachelor’s Degree required
  • 5+ years of relevant work experience
  • Strong understanding of all Microsoft office packages, particularly Excel
  • Experience with accounts receivable and collections processes
  • Strong attention to detail
  • Exemplary customer service skills, including excellent judgement and discretion
  • Ability to empathize and influence others while staying on task
  • Professional telephone manner and office demeanor; A spirit of co-operation and a positive “can do” attitude
  • Ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Ability to work in team environment as well as independently / remotely
  • Ability to prioritize multiple responsibilities; Ability to take initiative and to work well under pressure and to meet deadlines
  • Infrequent travel between our Boston, MA and Providence, RI locations may be required

Preferred Qualifications

  • Bachelor’s degree in business, accounting, or relevant field
  • 5+ years of relevant work experience in a professional services organization
  • Prior billing experience
  • Experience with Practice Engine time and billing software

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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