ABIP CPAs & Advisors is seeking a detail-oriented and analytical Accounts Receivable Specialist to join our growing team. This role will be responsible for managing client receivables, monitoring collections activity, maintaining billing data accuracy, and producing actionable reporting for leadership.
The ideal candidate will have prior experience in a professional services or public accounting environment, strong working knowledge of CCH Axcess Practice, and advanced Excel skills. This individual must be comfortable handling large volumes of client and billing data, extracting information from multiple sources, cleaning and organizing data, and preparing clear, accurate reports for management decision-making.
This role is critical to supporting healthy cash flow, improving collections processes, and maintaining accurate accounts receivable records across the firm.
Key Responsibilities
Accounts Receivable & Collections
- Manage day-to-day accounts receivable processes for a high-volume client portfolio.
- Monitor outstanding invoices and proactively follow up on past-due balances.
- Communicate with internal billing teams, partners, and clients regarding payment status, invoice questions, and collection matters.
- Reconcile client accounts and resolve discrepancies in a timely manner.
- Apply incoming payments accurately and maintain up-to-date AR records.
- Support efforts to reduce aging receivables and improve overall cash collections.
Reporting & Data Analysis
- Generate AR aging, collections, billing, and cash receipt reports for management.
- Extract data from CCH Axcess Practice and other internal systems for analysis.
- Clean, organize, sort, and validate large sets of billing and receivable data.
- Build recurring and ad hoc management reports using Excel.
- Identify trends, risks, and opportunities related to collections performance and client balances.
Excel & Data Management
- Utilize advanced Excel functions including:
- PivotTables
- VLOOKUP / XLOOKUP
- Filtering / Sorting
- Data cleanup and formatting
- Reconciliations
- Reporting dashboards
- Combine data from multiple sources into clear and usable reports.
- Ensure integrity and consistency of client and billing data.
Systems & Process Improvement
- Maintain accurate client records and AR data within CCH Axcess Practice.
- Identify process inefficiencies and recommend improvements to AR workflows.
- Assist with system clean-up projects, data integrity reviews, and reporting enhancements.
- Support leadership with special projects and operational initiatives.
Qualifications
Required
- 3+ years of Accounts Receivable, billing, or collections experience.
- Advanced Microsoft Excel skills (PivotTables, VLOOKUP/XLOOKUP, formulas, reporting).
- Experience managing large volumes of financial or client data.
- Strong attention to detail and organizational skills.
- Excellent communication skills with both internal teams and external clients.
Preferred
- Experience in a CPA firm, law firm, consulting firm, or other professional services environment.
- Hands-on experience with CCH Axcess Practice.
- Understanding of WIP, billing cycles, collections, and client account management.
- Experience creating management reporting and KPI dashboards.
Key Competencies
- Accounts receivable management
- Collections follow-up
- Data analysis & reporting
- Excel power user
- Process improvement
- Problem solving
- Communication & professionalism
- High-volume workload management
- Accuracy & accountability
