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Financial Analyst
2 days ago
Expert Institute is a leading expert consulting and insights platform that helps plaintiff firms win more cases and increase their profitability.
We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence through our SaaS platform, Expert iQ.
Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.
Job SummaryWe're seeking a professional and driven Collections Specialist to join our Finance team.
This role reports directly to the Controller and will work closely with the other members of the finance and operations teams.
The Collections Specialist will work primarily on accounts receivable and collections, which is an integral part of our business model.
The role also encompasses other elements of daily processing, monthly closing, and account analysis as well as daily communication with clients.
Responsibilities- Accounts Receivable: Send out monthly invoices, follow up on unpaid invoices, generate invoices in the accounting system, and cash application of all payments received.
- Interact with clients on billing questions, monthly evaluation of allowance for bad debts, daily client interactions (both phone and email), and cash receipts transactions daily spreadsheet and journal entry.
- Other monthly and quarterly journal entries as needed, monthly bank reconciliations, assist CFO and Controller with annual audit, and ad hoc projects.
- Bachelor's Degree in Accounting or Finance.
- Internship to 3 years of relevant experience in Accounts Receivable/Collections.
- Intermediate to advanced MS Office skills (Excel, Word, PowerPoint, Outlook).
- Experience with Salesforce and/or Sage Intacct is a plus.
- Ability to work independently in a fast-paced environment, strong communication skills, excellent organization skills, detail-oriented, and self-motivated.
- Comfort speaking with clients over the phone/Zoom and client service attitude, ability to handle sensitive and confidential information.
All your information will be kept confidential according to EEO guidelines.
Total Compensation: 60k-85k
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