Billing and Collections Specialist

BJM Group

. Manage and reduce the firm’s outstanding accounts receivable portfolio .

Posted 9/18/2026part-timeRemote • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing accounts receivable, including collection processes, billing accuracy, and client communication. Proficient in utilizing accounting software and maintaining organized financial records while ensuring confidentiality.

Highest-signal resume keywords

Accounts Receivable ManagementCollections ExperienceBilling AccuracyClient CommunicationAccounting Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounts ReceivableCollectionsBilling AdjustmentsPayment ProcessingReconciliationAging ReportsLegal EscalationFinancial AnalysisDocumentation ManagementProblem-Solving

Soft Skills

Attention to DetailOrganizational SkillsTime ManagementProfessional CommunicationConfidentiality

Tools & Technologies

Accounting SoftwareBilling SoftwareClient Management SoftwareMicrosoft Office SuiteThomson Reuters

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

CPA FirmFinancial ServicesProfessional ServicesCollections PoliciesClient Invoicing

About the role

Key responsibilities & impact

Manage and reduce the firm’s outstanding accounts receivable portfolio
Prepare and issue client invoices
Review work in progress with each branch administrator weekly to ensure accurate billing
Distribute client invoices accurately and timely
Maintain accurate billing records and client account information in practice management software
Post client payments to the appropriate accounts daily
Monitor accounts receivable balances and identify past-due accounts
Conduct assertive, professional, and timely follow-up with clients regarding outstanding balances
Make collection calls and send collection emails or correspondence
Drive resolution of high-dollar, aged accounts receivable, prioritizing accounts by balance and risk
Escalate non-responsive or disputed accounts through formal collections processes, including certified demand letters and referral to outside legal counsel
Provide at least weekly reporting to the CEO and Branch Manager on outstanding balances, collection activity, and aging trends
Recommend and help implement improvements to collections policies and procedures
Research and resolve billing discrepancies, payment issues, and account questions
Work with accountants and Branch Managers to resolve client billing concerns
Process authorized billing adjustments, credits, refunds, and other account changes
Reconcile client accounts and maintain accurate accounts receivable records
Review aging reports and provide updates on outstanding receivables
Maintain organized documentation of collection activities and client communications
Assist with monthly and recurring billing processes
Identify potential billing or collection issues and communicate them to management
Maintain confidentiality of client financial information and company records
Provide courteous and professional customer service to clients
Assist accountants and staff with billing-related questions and administrative needs
Utilize accounting, billing, client management, and other software applications
Perform organizational and administrative tasks as requested
Perform other relevant duties as assigned

Requirements

What you’ll need

Minimum of 3–5 years of dedicated, hands-on collections experience, including collecting on large or complex past-due balances
A minimum of 5 years of dedicated collections and/or accounts receivable experience required, including demonstrated experience managing a portfolio with significant past-due balances
High School Diploma or equivalent required
Experience coordinating with outside legal counsel on collections escalations, demand letters, and legal referrals preferred
Previous experience working in a CPA/accounting firm, financial services company, or professional services environment strongly preferred
Experience with accounting software applications preferred
Experience with Thomson Reuters or similar accounting software is a plus but not required
Direct experience escalating delinquent accounts through formal legal channels strongly preferred
Excellent attention to detail and accuracy
Strong organizational and time management skills, with the ability to prioritize multiple tasks
Strong written and verbal communication skills
Professional, firm, and confident communication skills when dealing with clients regarding significant outstanding balances
Ability to handle confidential financial information with discretion
Strong problem-solving and analytical skills
Ability to work independently with minimal supervision
Ability to take direction from multiple team members
Proficiency with Microsoft Office Suite, particularly Excel and Outlook
Ability to learn and effectively use accounting, billing, and client management software
Strong follow-through and ability to meet deadlines
Ability to communicate effectively by telephone, email, and other electronic communication methods
Must be able to lift up to 15 pounds at times

Benefits

Comp & perks

Fully remote work arrangement
Part-time hourly position
Equal employment opportunity
Work environment free of discrimination and harassment
Accommodations available for applicants with disabilities