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Positions we recruit: Accounts Receivable, Billing, Credit and Collections
Start a Search Financial Headhunters Salary Guide
Financial Headhunters: Hiring AR and Billing Staff
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
01
Evaluating Experience
Focus on the specific systems your team uses. A candidate proficient in NetSuite or Zuora should explain their workflow for reconciliation. Ask them about their process for handling high volumes of invoices. They should describe how they verify accuracy before sending to customers. Watch for candidates who cannot explain their specific steps for posting payments. A good hire knows how to identify discrepancies in the ERP AR module quickly.
Assess their ability to manage aging reports. Ask them how they prioritize which accounts to contact first. They should describe their method for tracking promises to pay and dispute resolution. Listen for details on their use of dialer tools or specific collections software. Avoid candidates who rely on vague explanations of their time management. Look for people who track their own metrics regarding payment turnaround times.
- 01Ask them to detail their experience with specific ERP systems mentioned in their work history.
- 02Inquire about their process for identifying and resolving billing errors before they reach the client.
- 03Check if they have managed AIA progress billing including G702 and G703 forms for construction projects.
- 04Confirm their knowledge of FDCPA and Reg F compliance if the role involves consumer collections.
02
Interview Bank
Use these questions to verify competence. Do not accept general answers about being organized. Require specific examples of complex billing issues solved.
Ask how they handle a customer who disputes an invoice that is technically correct. Look for a balance of firmness and professional service. Follow up by asking how they documented the interaction in the system.
Ask them to explain their daily routine for cash application. Listen for how they manage unapplied payments and unidentified receipts. Follow up by asking how they handle short payments or unauthorized deductions from customers.
- 01How do you handle a scenario where a client refuses to pay due to a systemic billing error?
- 02Describe your process for reconciling a bank deposit against system records when information is missing.
- 03What reports track your progress toward month-end close targets?
- 04How do you manage disputes regarding retainage or change orders in a construction billing context?
03
Common Hiring Mistakes
Many managers hire for speed rather than accuracy. Do not hire someone just because they have years of experience. Check if their experience matches your volume and specific software stack. An expert in medical billing may struggle with high-volume B2B manufacturing invoicing.
Review documentation habits during interviews. If a candidate cannot describe their tracking steps for notes or payments, they create cleanup work. Require a consistent methodology for managing partial payments and credit memos. No upfront fee. You pay only if you hire.
- 01Assuming general accounting experience translates directly to specialized billing or collections tasks.
- 02Overlooking the need for technical proficiency in your specific ERP or revenue cycle management tools.
- 03Failing to test their ability to handle difficult customer conversations during the interview.
- 04Ignoring red flags regarding attention to detail in their own resume or provided writing samples.
04
Credentials Explained
Certifications verify foundational knowledge. Confirm status with the issuing body, such as NACM for credit analysis. These documents do not measure performance. No upfront fee. You pay only if you hire.
Distinguish between certificates and professional registrations. A registration often implies a regulatory requirement in specific sectors. An exam indicates completion of a testing process but does not always include practical application verification. Always ask for details on the scope of the training provided by the issuing entity.
- 01Professional certificationIssued by associations to show advanced knowledge in a specific niche.
- 02Exam-based credentialConfirms passing a test but lacks evidence of on-the-job application.
- 03Regulatory licenseRequired for legal operation in consumer collections.
- 04VerificationAlways check the status of credentials through the official website of the issuer.
05
Scoping Your Needs
Define your headcount needs by the volume of transaction processing required. A junior specialist can handle routine payment posting and statement generation. A senior analyst should manage disputes, complex contract billing, and credit risk assessment. Distinguish between roles that require heavy data entry and those that require high-level analytical communication.
Consider if your immediate need is for a permanent hire or a temporary solution to clear a backlog. Permanent roles benefit from long-term ownership of customer relationships. Temporary resources work best for short-term projects like system migrations or seasonal spikes in billing volume. We offer replacement protection for permanent hires under our standard terms.
- 01Assess if the role is primarily transactional or if it requires complex analysis and negotiation.
- 02Match the level of the role to the complexity of your specific billing or collection requirements.
- 03Clarify if the candidate needs to perform bank reconciliations or only payment posting.
- 04Evaluate if your current systems require an expert to maintain them or a user to operate them.
12 positions in this family
- Accounts Receivable Specialist (including cash application)Matches customer payments to invoices and performs final allocation to confirm cash reaches the bank with total accounting accuracy.
- Billing SpecialistA specialist converts raw project data into final invoices using contract terms to trigger consistent monthly bank deposits.
- Construction Billing Specialist (AIA progress billing)This role transforms raw site logs into approved revenue forms that match the actual work completed on site.
- Collections Specialist (commercial and consumer)This person finds why a payment stopped by identifying errors or mistakes while keeping the ledger records updated.
- Trade Credit Analyst (B2B, non-bank)An analyst evaluates debt to equity ratios to determine customer credit limits and prevent potential firm financial loss.
- Medical Billing SpecialistThis specialist manages modifiers and payer rules to convert medical service delivery into successful and timely bank deposits.
- Cash Application SpecialistPost and reconcile incoming daily payments to track customer account records and identify short pays.
- Deductions and Chargeback AnalystThis role resolves short-paid invoices and manages complex retail or B2B payment deductions.
- Payment PosterThis hire handles accurate cash application and electronic remittance reconciliation for your revenue cycle.
- Insurance Follow-Up (Healthcare AR) SpecialistRole focused on healthcare claim resolution and insurance payment recovery.
- Senior Accounts Receivable SpecialistManage complex billing, cash application, and collections to improve cash flow.
- Accounts Receivable Team LeadDirects daily AR operations, manages billing accuracy, and oversees collections workflows to maintain cash flow.
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Questions people ask
How do I know if a candidate has the right system experience?
Ask for specific examples of how they used the ERP's AR module to generate reports or resolve discrepancies.
Must I pay a fee before you identify someone to verify invoice accuracy in my ERP?
No upfront fee. You pay only if you hire.
Do certifications matter for these roles?
They indicate commitment and foundational knowledge, but verify the specific skills through situational questions first.
What is the best way to test their collections ability?
Use a role-play scenario where they must address a specific, long-overdue account while maintaining the customer relationship.