Collections Specialist

Ledgent Finance & Accounting; Houston (TX); On-site; USD 48,000 - 55,000; Full time

Job summary

Ledgent Finance & Accounting is seeking a Collections Specialist for a temp-to-hire role in West Houston. The candidate will manage a portfolio of commercial accounts, follow up on outstanding invoices, and collaborate with accounting, operations, and sales to resolve payment issues.

Strong Excel and ERP experience are required. The role emphasizes accurate record-keeping, communication with customers, and timely reporting on account status.

Qualifications

• At least 4 years of commercial collections experience.
• Experience with 3rd party billing systems such as Airba, Open Invoice, etc.
• Intermediate Excel skills including pivot tables and vlookups.
• Strong ERP systems experience using a large ERP such as Microsoft Business Central, Dynamics, NAV, SAP, etc.

Responsibilities

• Oversee a portfolio of commercial accounts and track outstanding invoice balances.
• Communicate with customers via phone, email, and online payment platforms regarding open invoices and payment status.
• Review aging reports and prioritize collection efforts based on risk, delinquency, and customer payment history.
• Investigate billing discrepancies, short-payments, disputes, and documentation issues impacting payment timelines.
• Partner with internal teams including accounting, operations, sales, and invoicing departments to resolve account concerns.
• Maintain accurate records of customer interactions, payment commitments, and collection activities within company systems.
• Monitor overdue accounts and elevate high-risk situations to leadership as needed.
• Assist with processing customer payments and ensuring transactions are properly documented.
• Support adjustments, credits, and invoice corrections following established approval procedures.
• Prepare recurring collection and account status reports for management review.
• Update customer account information and maintain data integrity in internal platforms.
• Assist with special projects and provide backup support to related accounting functions when necessary.

Skills

Commercial collections

Excel (Pivot tables, VLOOKUP)

ERP systems (MS Dynamics NAV, SAP, BC)

3rd party billing systems (Airba, Open

Education

Bachelor's degree

Tools

Airba

Open Invoice

Job description

Job Description

Our client, an oilfield services company in West Houston, is seeking a Collections Specialist on a temp-to-hire basis. This candidate will be a detail-oriented professional to support its revenue cycle and customer payment operations. This role is ideal for someone with experience managing business customer accounts, following up on outstanding invoices, and collaborating across departments to resolve payment-related concerns.

Key Responsibilities

• Oversee a portfolio of commercial accounts and track outstanding invoice balances.
• Communicate with customers via phone, email, and online payment platforms regarding open invoices and payment status.
• Review aging reports and prioritize collection efforts based on risk, delinquency, and customer payment history.
• Investigate billing discrepancies, short-payments, disputes, and documentation issues impacting payment timelines.
• Partner with internal teams including accounting, operations, sales, and invoicing departments to resolve account concerns.
• Maintain accurate records of customer interactions, payment commitments, and collection activities within company systems.
• Monitor overdue accounts and elevate high-risk situations to leadership as needed.
• Assist with processing customer payments and ensuring transactions are properly documented.
• Support adjustments, credits, and invoice corrections following established approval procedures.
• Prepare recurring collection and account status reports for management review.
• Update customer account information and maintain data integrity in internal platforms.
• Assist with special projects and provide backup support to related accounting functions when necessary.

Qualifications

Required:

• At least 4 years of commercial collections experience in an oilfield services, environmental services, or similar industry
• Experience with 3rd party billing systems such as Airba, Open Invoice, etc.
• Itermediate Excel skills including pivot tables and vlookups
• Strong ERP systems experience using a large ERP such as Microsoft Business Central, Dynamics, NAV, SAP, etc.

Preferred

• Bachelor's degree
• 5+ years of experience within collections, billing, customer account administration, or accounting support.
• Microsoft Business Central/NAV experience

Pay range $35-40/hr. depending upon experience and skills.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.