Collections Associate Roof and Realm - 3.4 Walnut Creek, CA Job Details Full-time From $60,000 a year 8 hours ago Benefits Paid training Health insurance Dental insurance 401(k) Paid time off Vision insurance Paid sick time Qualifications Interpersonal skills Phone communication Attention to detail Customer relationship management QuickBooks Construction experience Assistant project manager experience in construction Collections account management Client interaction via phone calls Full Job Description Roof and Realm - Modular Home Building Modular Housing Sustainable Construction California Built Senior Collections Accountant Receivables Management & Change Order Recovery

DEPARTMENT

Finance & Accounting

EMPLOYMENT TYPE

Full-Time, Non-Exempt

LOCATION

Concord, CA, Walnut Creek

CA POSITION SUMMARY

Roof and Realm is looking for a Collections Accountant to maximize cash recovery against outstanding receivables and to close the revenue leakage created by undocumented change orders in the field. This is a revenue-protection role, split evenly between collections enforcement and change order detective work: you'll own an aging A/R portfolio and drive it down through escalating collection strategy, while also partnering directly with Project Managers to catch scope changes before they become unbillable. You need to be comfortable reading a contract, holding your ground with a customer on the phone, and chasing a busy PM for a signature — all in the same day.

READ THIS BEFORE YOU APPLY

This role will not be a fit if any of the following describe you: You treat "past due" as someone else's problem to escalate rather than your own portfolio to recover — this role owns collections outcomes, not just contact logs. You take a Project Manager's word for it when they say "the scope changed a little" instead of checking job cost detail against the contract yourself. You find it uncomfortable to hold firm with a customer on money owed, or to repeatedly chase a busy PM for a signature. You haven't stayed in your current role for at least 2 straight years — we're looking for stable people who commit and see things through.

KEY RESPONSIBILITIES

Maximizing Collections Recovery — Own the full A/R portfolio with a mandate to reduce days sales outstanding (DSO) and maximize dollars collected; apply escalating strategies from reminder through demand letter, payment plan, service hold coordination, and legal/agency referral. Change Order Identification & Management — Proactively review job cost reports and field activity against original contract scope to catch undocumented work; partner with Project Managers to formalize it into signed, billable change orders before it's buried in a dispute. Contract Interpretation & Dispute Resolution — Read contracts and subcontracts to substantiate amounts owed; build documented rebuttals to invoice disputes using contract terms, change orders, and job cost detail. Project Manager Partnership — Build working relationships with every active PM to gain early visibility into scope changes; chase PMs persistently and professionally for change order sign-off. Client Communication — Serve as a firm, professional point of contact for customers on payment and billing matters; respond to disputes and questions within 24 hours. Reporting & Metrics — Maintain collections and change order tracking in QuickBooks; deliver weekly A/R aging, recovery, and open change order reports to the CFO and Operations leadership.

QUALIFICATIONS

3+ years of collections or accounts receivable experience, with a track record of measurably reducing DSO or improving recovery rate — required. Experience in construction, manufacturing, or project-based business where change orders and scope changes are common revenue leakage points. Demonstrated ability to read and interpret contracts, subcontracts, and change order documentation. Comfortable initiating and sustaining direct, sometimes uncomfortable conversations with customers and internal Project Managers. Proficiency with QuickBooks (Desktop or Online); comfort with job costing or project accounting data. Excellent written and verbal communication skills; ability to hold firm on collections while preserving working relationships. Strong self-direction — this role identifies problems (aged receivables, missing change orders) rather than waiting to be told about them. Detail-oriented with the organizational discipline to track dozens of open items simultaneously without dropping any.

FIRST 90 DAYS

Review the full A/R aging report, segment accounts by risk, and initiate documented collection activity on every account 30+ days past due. Meet with every active Project Manager to establish a working relationship and identify any undocumented scope changes currently in the field. Build an open change order tracking log and drive at least 3 previously undocumented change orders to signed, billable status. Establish weekly A/R and change order reporting to the CFO and Operations leadership. Demonstrate measurable improvement in either DSO or total dollars collected against the aged portfolio.

COMPENSATION & BENEFITS

Compensation includes a base salary, commensurate with experience. Full compensation range is provided on the job platform listing per California pay transparency requirements. Benefits package to be confirmed —

Pay:

From $60,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid sick time Paid time off Paid training Vision insurance

Work Location:

In person