Collections / AR Specialist

About the role

The Collections/AR Specialist manages a high‑volume B2B accounts receivable portfolio, ensuring timely payment of outstanding invoices, credits, and unapplied cash. The role serves as the primary point of contact for external partners, balancing firm follow‑up with relationship‑focused communication.

Key responsibilities

• Manage an assigned portfolio of 1,000+ open AR items, including invoices, credits, and unapplied cash.
• Conduct collection outreach via phone, email, and statements following departmental SOPs.
• Research and resolve billing discrepancies, short payments, and unapplied cash.
• Negotiate payment arrangements and escalate delinquent accounts according to guidelines.
• Collaborate with Billing, Operations, and Cash Application teams to resolve disputes.
• Generate and analyze aging and cash reports using Excel (Pivot Tables, VLOOKUPs).
• Support efforts to reduce past‑due balances and minimize bad‑debt exposure while meeting monthly KPIs.

Required profile

• Associate’s degree preferred; High School Diploma or GED required.
• Minimum 3 years of B2B collections experience with a proven record of meeting collection targets and reducing DSO.
• Strong verbal and written communication skills, attention to detail, and ability to manage multiple accounts in a high‑volume environment.

Required skills

• Intermediate Microsoft Excel (Pivot Tables, VLOOKUP, filters).
• Experience with ERP/accounting and collections systems (Flex, migrating to My DSO Manager).