- Location
- Costa Rica
- Department
- Finance
Description
Are you ready to make an impact?
West Monroe is seeking a Collections Specialist to support our accounts receivable operations and improve the timely collection of outstanding client balances. In this role, you will monitor AR, contact clients about overdue invoices, apply cash receipts, and work with engagement and finance teams to resolve payment issues. This role requires strong communication and organizational skills and persistence in following up on outstanding balances.
Key Responsibilities
· Monitor accounts receivable balances and update aging reports weekly; prioritize collection activity based on due dates, balance, and risk.
· Contact clients to follow up on overdue invoices, confirm payment status, and obtain expected payment dates.
· Manage the shared Accounts Receivable and Billing inbox, including responding to client requests, completing customer supplier setup forms, managing client portal set-ups, and handling callbacks.
· Apply cash receipts daily from all bank accounts and coordinate with clients, internal teams, or the bank to obtain remittance details for unidentified or unapplied payments.
· Document daily collection efforts, client responses, disputes, and payment commitments accurately and promptly in the aging report.
· Partner with engagement managers and internal finance teams to investigate and resolve invoice disputes and billing questions.
· Escalate past-due balances, broken payment commitments, and unresolved disputes in accordance with established procedures.
· Support AR reporting, account reconciliations, and other collections activities as needed.
Required Skills & Experience
· Experience: Minimum of 2 years in collections, accounts receivable, or financial operations (experience in a professional services or consulting firm preferred).
· Technical Skills: Proficiency with Microsoft Excel and experience working with ERP or billing systems (e.g., Kimble, Salesforce, Workday, NetSuite, SAP).
· Communication Skills: Excellent verbal and written communication skills.
· Organizational Skills: Ability to manage a large portfolio of accounts, maintain accurate and detailed records, prioritize follow-ups, and meet deadlines.
· Follow-Through and Problem-Solving: Ability to follow up consistently, maintain positive client relationships, and escalate issues appropriately.
Preferred Qualifications
· Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
· Ability to follow up consistently, maintain positive client relationships, and escalate issues appropriately.
· Familiarity with professional services billing practices, client contracts, and common invoice dispute processes
· Experience working in a global or shared services billing environment preferred.
· Knowledge of cash applications, account reconciliations, and basic accounts receivable practices
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [email protected].
Please review our company disclosures regarding use of artificial intelligence during the hiring process. West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to [email protected].
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.