Strategic Collections & Process Improvement Lead

Chatham Financial; Kennett Square (Chester County); On-site; USD 65,000 - 90,000; Full time

Job summary

Chatham Financial, a leading independent capital markets advisor, is seeking a Collections & Process Improvement Specialist in Kennett Square, PA. You will lead accounts receivable collection efforts, develop strategies for overdue balances, and collaborate with internal teams to resolve invoicing and payment issues.

You will monitor aging reports, post payments, and support month-end close while identifying technology enhancements to improve key metrics and overall cash flow.

Qualifications

• Knowledge of accounting principles and accounts receivable processes.
• Experience with ERP systems and accounting software.
• Proficiency in Microsoft Excel and Microsoft Office Suite.
• Strong communication, negotiation, and customer service skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Monitor customer accounts and develop collections strategies for overdue balances.
• Contact customers via phone, email, and written correspondence to collect outstanding payments.
• Assist with the posting of customer payments within the accounting system.
• Investigate and resolve payment discrepancies, short payments, and billing disputes.
• Reconcile customer accounts and maintain accurate account records.
• Review aging reports and prioritize collection activities.
• Prepare collection status reports and provide updates to management.
• Collaborate with internal departments to resolve invoicing and payment issues.
• Maintain documentation of collection activities and customer communications.
• Recommend accounts for escalation, payment plans, or write-offs.
• Support month-end closing activities related to accounts receivable.
• Identify and implement technology enhancements to help improve collections key metrics.
• Ensure compliance with company policies and applicable regulations.
• Assist with various aspects of order-to-cash improvement initiatives.

Skills

Accounts receivable

Excel proficiency

Communication skills

Attention to detail

Multi-tasking

Team collaboration

Tools

ERP systems

Accounting software

Job description

Chatham Financial, a leading independent capital markets advisor, is seeking a Collections & Process Improvement Specialist in Kennett Square, PA. You will lead accounts receivable collection efforts, develop strategies for overdue balances, and collaborate with internal teams to resolve invoicing and payment issues.

You will monitor aging reports, post payments, and support month-end close while identifying technology enhancements to improve key metrics and overall cash flow.