Note: The job is a remote job and is open to candidates in USA. Kaufman Dolowich LLP is seeking a Financial Services Representative to support collections and accounts receivable activities in a fully remote role. The position will reconcile billing data, develop collection strategies, resolve payment issues, communicate with clients, and collaborate with attorneys, staff, and management.
Responsibilities
- Review and reconcile billing, AR, WIP data to identify discrepancies, assess risk, and support collections
- Develop and implement collection strategies to improve cash flow and reduce outstanding receivables
- Communicate with clients regarding outstanding invoices, payment status, and billing inquiries
- Investigate and resolve billing issues, payment disputes, and account variances
- Monitor electronic billing submissions and prepare AR and collections reports
- Maintain accurate account records, collection notes, and follow-up activities
- Negotiate payment arrangements and escalate issues as needed in accordance with firm policies
- Collaborate with management and internal stakeholders to improve processes and support departmental initiatives
- Perform additional duties and special projects as assigned
Skills
- · Bachelor's degree and/or equivalent experience with college-level accounting coursework
- · At least 3 years of collections experience in a professional services firm
- · Strong attention to detail, ability to work independently, and excellent follow-through
- · Strong analytical skills; intermediate Excel skills (V-Lookup, Pivot Tables) required
- · Excellent communication skills and the ability to interact with attorneys, staff, and clients
- · Strong ability to multi-task, prioritize, and manage competing deadline
- · Experience with insurance carriers and knowledge of SIRs/deductibles strongly preferred
- · Experience with BillBlast and Aderant highly preferred
Benefits
- Fully remote position
- Comprehensive Total Rewards package
Company Overview
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