Accounts Receivable Administrator/Collections in San Diego, CA at CBIZ

Date Posted: 10/29/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and MHM are together ranked as one of the top accounting services providers in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses and the not-for-profit sector. MHM, an independent CPA firm, provides high quality audit and assurance services and works closely with CBIZ, an accounting, tax and consulting services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

CBIZ MHM is proud of our strong company culture. In 2016 we were recognized as one of the Best Places to Work in Los Angeles by the Los Angeles Business Journal; in San Diego by the San Diego Union Tribune and in Orange County by the Orange County Business Journal. It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us our spot on those lists.

Essential Functions and Primary Duties
• Establish working relationship with Directors and Managers to determine collection needs related to  their clients
• With feedback and instruction from Job Directors and Managers call, email or mail to clients  
• Initiate follow up with clients regarding the status of past due balances
• Provide timely AR reporting to assigned Job Directors and Managers
• Provide copies of invoices, credit memos, account reviews or other supporting documents to clients when requested
• Generate and send monthly client account statements
• Submit approved adjustments or write off/up of client account balance to AR Supervisor
• Additional responsibilities as assigned

Preferred Qualifications 
• Bachelor’s degree preferred in business, accounting, or relevant field
• 2+ years of relevant work experience in a professional services organization
• A spirit of co-operation and a positive ‘can do’ attitude
• Ability to use initiative and to work well under pressure and to deadlines
• The flexibility to work outside normal office hours may be required from time-to-time
• Position may present a “work from home” situation

Minimum Qualifications Required
• High School Diploma or GED required
• Bachelor’s Degree or two years of experience in a specialized subject matter
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Professional telephone manner
• Proficient use of applicable technology
• A strong understanding of all Microsoft office packages, particularly Excel
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Travel will be required among Golden State business unit locations based on business needs
• Must maintain current required licenses and certifications relevant to field of expertise

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

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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