Accounts Receivable Specialist
1 week ago
SOCOTEC is seeking a seasoned Accounts Receivable professional to join our team in Dallas. This role involves managing a portfolio of receivable accounts, creating and maintaining professional relationships with clients, and ensuring prompt resolution of billing concerns.
Responsibilities include:
- Preparing Aging reports in Excel for management
- Monitoring and analyzing AR aging reports to identify outstanding balances and initiate timely follow-up with clients
- Working closely with a Billing Coordinator to maintain billing/collection folders for assigned projects
- Collaborating with project managers and clients to resolve billing discrepancies or issues
- Reviewing proposals/contracts
- Issuing client account statements monthly
- Contacting clients regarding past due payments
- Updating accounting records in Deltek with payments, balances, client information, and collections notes
- Working closely with the finance team to accurately record and report on AR data
- Providing Legal with all documentation necessary for the demand letter
- Performing weekly and monthly reporting, ad-hoc analysis, and assisting with special projects related to client receivables
- Tracking due dates for all assigned cases and following up with stakeholders to drive cases to closure
Qualifications:
- Legal or Litigation Consulting Industry experience strongly preferred
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational skills
- Self-motivated and able to prioritize and manage multiple tasks efficiently
- Strong computer skills, proficiency with Excel and Word. Experience using Deltek is a plus
- Ability to work collaboratively with cross-functional teams, meet deadlines, and respond to changes in priorities
- Adaptive to changing processes, improvements, and new tasks
- Bachelor's degree in accounting, finance, or related field preferred
SOCOTEC offers a competitive benefits package and an exciting & inclusive company culture where we foster learning and growth through our mentorship program, continuing education support, and other initiatives.
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