BJM Group
BJM Group
BJM Group is a network of accounting firms providing tax, accounting, and business advisory services to individuals, businesses, and community associations. Operating across Georgia and Florida, the company combines local financial expertise with the resources of a broader organization. Its work centers on personalized guidance, accurate reporting, tax support, and practical advice tailored to each client’s financial needs.

Billing and Collections Specialist – Florida Remote

Manage invoicing, payments, accounts receivable, and overdue balances for BJM Group’s accounting firms in Georgia and Florida. Escalate complex delinquencies and report collection activity to company leadership.

Description

  • Oversee and reduce the firm’s outstanding accounts receivable portfolio
  • Prepare and send client invoices
  • Review weekly work-in-progress reports with branch administrators to support accurate billing
  • Distribute client invoices accurately and on schedule
  • Keep billing records and client account details current in practice management software
  • Apply client payments to the correct accounts each day
  • Track accounts receivable balances and flag overdue accounts
  • Follow up with clients promptly, professionally, and firmly regarding unpaid balances
  • Conduct collection calls and send collection emails or written correspondence
  • Resolve high-value, aged receivables by prioritizing accounts according to balance and risk
  • Escalate disputed or unresponsive accounts through formal collection procedures, including certified demand letters and outside legal referrals
  • Report weekly to the CEO and Branch Manager on balances due, collection efforts, and aging patterns
  • Recommend and support improvements to collection policies and procedures
  • Investigate and resolve billing discrepancies, payment problems, and account inquiries
  • Partner with accountants and Branch Managers to address client billing concerns
  • Process approved billing adjustments, credits, refunds, and other account updates
  • Reconcile client accounts and keep accounts receivable records accurate
  • Review aging reports and update stakeholders on unpaid receivables
  • Keep orderly records of collection efforts and client communications
  • Support monthly and recurring billing activities
  • Identify emerging billing or collection concerns and report them to management
  • Protect confidential client financial data and company records
  • Deliver courteous, professional service to clients
  • Help accountants and staff with billing questions and related administrative tasks
  • Use accounting, billing, client management, and other software applications
  • Complete organizational and administrative tasks as requested
  • Carry out other relevant duties assigned

Requirements

  • At least 3–5 years of dedicated, hands-on collections experience, including work collecting large or complex overdue balances
  • At least 5 years of dedicated collections and/or accounts receivable experience, including demonstrated management of a portfolio with substantial overdue balances
  • High school diploma or equivalent required
  • Experience coordinating collection escalations, demand letters, and legal referrals with outside counsel preferred
  • Experience in a CPA or accounting firm, financial services organization, or professional services setting strongly preferred
  • Experience using accounting software applications preferred
  • Thomson Reuters or comparable accounting software experience is helpful but not required
  • Hands-on experience escalating delinquent accounts through formal legal channels strongly preferred
  • Exceptional attention to detail and accuracy
  • Strong organizational and time-management abilities, including the capacity to prioritize competing tasks
  • Strong written and verbal communication skills
  • Professional, firm, and confident communication when discussing significant overdue balances with clients
  • Ability to handle confidential financial information discreetly
  • Strong analytical and problem-solving capabilities
  • Ability to work independently with limited supervision
  • Ability to follow direction from multiple team members
  • Proficiency in Microsoft Office, especially Excel and Outlook
  • Ability to learn and use accounting, billing, and client management software effectively
  • Reliable follow-through and ability to meet deadlines
  • Ability to communicate effectively by phone, email, and other electronic methods
  • Ability to lift up to 15 pounds occasionally

Benefits

  • Work fully remotely
  • Part-time hourly employment
  • Equal employment opportunity
  • Discrimination- and harassment-free workplace
  • Reasonable accommodations available for applicants with disabilities

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