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Your Future Team
Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40 offices and over 450 professionals, we serve 150,000+ businesses. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs.
What You'll Do
The Collections Associate plays a key role in supporting the accounts receivable and collections functions across multiple firms within the Archer Lewis network. This position is responsible for monitoring outstanding balances, communicating with clients regarding payment status, and ensuring timely collection of receivables while maintaining positive client relationships. The ideal candidate is organized, detail-oriented, and proactive, with strong communication skills and a customer-focused approach.

• Generate, monitor, and review Accounts Receivable Aging Reports across multiple firms.
• Make outbound collection calls and send follow-up emails regarding outstanding invoices and account balances.
• Collect and process client payments accurately and in a timely manner.
• Maintain regular communication with clients regarding account status, payment arrangements, and billing inquiries.
• Collaborate with firm contacts and internal stakeholders to resolve billing discrepancies and payment issues.
• Escalate delinquent accounts in accordance with established collection procedures and company policies.
• Maintain organized and accurate documentation of collection activities, payment communications, and account updates.
• Monitor accounts receivable performance and identify trends requiring additional follow-up or escalation.
• Reconcile payment information and assist with account research when discrepancies arise.
• Support month-end reporting and accounts receivable analysis as needed.
• Provide exceptional customer service while maintaining professionalism in all client interactions.
• Identify opportunities to improve collections processes, enhance efficiencies, and support overall cash flow management.

What You'll Bring

• 1-3 years of experience in Accounts Receivable, Collections, Billing, or a related financial operations role.
• Experience in a CPA firm, professional services environment, or multi-entity organization preferred.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Teams.
• Experience with accounting and billing software such as CCH Axcess, CPACharge, or similar platforms preferred.
• Strong verbal and written communication skills with a professional and client-focused approach.
• Excellent customer service skills and the ability to build positive relationships while handling sensitive collection matters.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and a high volume of accounts across numerous firms.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to work independently and collaboratively within a team environment.
• Demonstrated reliability, accountability, and commitment to meeting deadlines.
• Experience handling confidential financial information with professionalism and discretion.

What We Offer

• Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 Company-Paid Holidays
• Employee Assistance Program (EAP)
• Fully Remote
• Base salary of $23.50-$26.50 plus discretionary bonus (exact amount will be dependent on experience)

Archer Lewis Story
Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40 offices and over 450 professionals, we serve 150,000+ businesses. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs
AN EQUAL OPPORTUNITY EMPLOYER:Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.