Job description
BPM Overview
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What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Collections Specialist Overview:
The primary purpose of the Collections Specialist position is to review delinquent accounts to determine the best way to approach clients, and then execute a plan to bring in the maximum amount of revenue. This position requires the ability to strike a balance between maintaining trustful relationships and facilitating timely payments.
What You'll Do (Responsibilities)
- High degree of integrity required with the ability to deal with sensitive or confidential customer information.
- Research and analyze accounts prior to initiating debtor contact, examines historical data, evaluates past collection efforts.
- Determine most effective and economical means of collection for each account; apply standard due diligence practices to collect outstanding balances; compose correspondence requiring knowledge of procedures and practices in collections; send a variety of standard collection letters.
- Maintain files on all past due accounts, documenting details of methods utilized to secure payment.
- Utilize available resources and research techniques to ascertain locations and contact information for past due accounts.
- Contact client and establish reason for past due account situation; make payment arrangements to bring account current and execute appropriate follow-ups to ensure obligation is satisfied.
- Be accessible to clients to discuss changing financial situations documenting material information; restructures or revises payment terms within well-established limits and procedures after Partner and Collections Manager approval.
- Ensure accurate posting of payments related to collection agreements.
- Post approved A/R write offs timely and accurately.
- Compile information and prepare a variety of reports on collection activities as needed.
- After collections efforts are exhausted, turn over delinquent accounts to CFO for further handling and final determinations.
Who You Are (Requirements)
- Strong communication, interpersonal, problem solving, customer service and analytical skills required.
- Skilled in evaluating information or situation and making judgments based on facts.
- Creative, self-disciplined and capable of working independently and with a sense of urgency.
- Ability to multi-task, handle various matters at the same time, emergency requests on short notice and complete deadlines in a timely manner.
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Wondering if you should apply?
BPM is powered by knowledgeable, enthusiastic, and forward-thinking people committed to developing a culture of inclusion. We recognize, develop, and empower talent and encourage diversity of thought. Your point of view, skillset and experience will only make us stronger, so if you're eager to share new ideas and try new things, we want to hear from you.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third party resume submissions will be considered property of BPM and will not be acknowledged or returned.
BPM COVID Vaccination Policy
Effective July 1, 2021, only fully vaccinated employees will be permitted to enter our offices until further notice. Fully vaccinated means there has been a 2 full week period since the last vaccine. All employees must wear a mask until further notice.
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