Collections and A/R Specialist

abip CPAs & Advisors is seeking a results-driven and persistent Collections & A/R Specialist to join our team. This role is responsible for driving collections activity, reducing aged receivables, and improving firm cash flow across a high-volume client portfolio. This is not a passive reporting role. The ideal candidate is comfortable taking ownership, following through consistently, and driving accounts to resolution, whether through payment, escalation, or clear next steps. Key Responsibilities Collections (Primary Focus) Take full ownership of reducing A/R aging, with a strong focus on 60+ and 90+ day balances Proactively pursue past-due balances through consistent, structured follow-up (calls, emails, client outreach) Drive accounts to resolution, including payment, escalation, or recommended write-off Lead direct client conversations regarding outstanding balances with professionalism and persistence Partner with Partners and Managers to remove roadblocks and enforce accountability on collections Maintain a disciplined follow-up cadence, no stagnant accounts Escalate high-risk accounts and provide clear, actionable recommendations Identify breakdowns in billing or collections processes and recommend improvements Accounts Receivable Management Apply payments accurately and maintain real-time A/R visibility Monitor aging and take ownership of improving overall firm collections performance Maintain accurate client and receivable data within CCH Axcess Practice Reporting & Data Utilization Use A/R aging and collections data to prioritize efforts and focus on highest-impact accounts Prepare and distribute clear, actionable reporting for leadership Track key metrics such as aging trends, collections activity, and recovery rates Identify risks and trends impacting collections performance and recommend actions Excel & Data Management Utilize advanced Excel functions (PivotTables, XLOOKUP, data validation, reconciliations) Analyze large datasets to identify collection priorities and discrepancies Qualifications Required 3+ years of high-volume collections experience with demonstrated results Proven track record of reducing aged receivables and improving collections performance Strong communication skills, including direct client collections outreach High level of ownership, persistence, and follow-through Advanced Excel skills Preferred Experience in a CPA firm, law firm, or professional services environment Experience with CCH Axcess Practice Understanding of WIP, billing cycles, and partner-led client relationships Key Competencies Results-driven collections mindset Strong ownership and accountability Ability to lead difficult conversations Persistence and follow-through Data-driven decision making High-volume workload management Process improvement mindset Performance Expectations Success in this role will be measured by: Reduction in 60+ and 90+ day A/R balances Consistency and effectiveness of collections activity Ability to drive accounts to resolution (not just follow-up) Improved visibility and prioritization of collections efforts #J-18808-Ljbffr