Financial Operations Specialist

1 month ago


Syracuse, New York, United States The Colwell Law Group, LLC Full time
About The Colwell Law Group, LLC

The Colwell Law Group, LLC is a reputable law firm dedicated to delivering exceptional legal services to the Capital Region and surrounding counties. With a strong reputation earned through close collaboration with clients, understanding their legal needs, and prioritizing their objectives, we guide them toward success.

Job Summary

We are seeking a highly skilled and detail-oriented Billing and Collections Specialist to join our team. The ideal candidate will have experience with Microsoft Office Suite, particularly Microsoft Excel, and possess excellent analytical and problem-solving skills.

Key Responsibilities
  • Review client accounts to generate and send client invoices on a weekly basis.
  • Review accounts receivable reports and reach out to clients to collect payments for open invoices, facilitating payment plans if necessary.
  • Collaborate with attorneys to ensure sufficient funds are available for upcoming legal services.
  • Reconcile and post client payments from the credit card processing system to the practice management software.
  • Answer client phone calls and emails related to invoicing and payments.
  • Update client notes in the practice management system with all collection attempts and internal directives from attorneys and management staff.
  • Post customer payments by recording cash, checks, and credit.
  • Resolve collections by examining customer payment plans, payment histories, and credit lines.
  • Summarize receivables by maintaining accounts, coordinating, and verifying totals with the legal and finance departments, and preparing relevant reports.
Requirements
  • Experience with Microsoft Office Suite, particularly Microsoft Excel.
  • Accuracy, diligence, analytical skills, organization, data entry, general math skills, case management software, thoroughness, critical thinking, and problem-solving.
  • Ability to work independently and exercise judgment to escalate important billing matters.
  • Confidentiality when managing sensitive financial information.
  • Excellent written and verbal skills, as well as data and analytical skills.
  • Ability to communicate effectively and professionally with clients, attorneys, and management team members.
  • Ability to meet expectations in a deadline-driven environment.
  • Minimum of one year of administrative, billing, finance, accounting, or customer service experience.
  • Minimum of one year of prior law firm or service-based business experience with billing and collections is preferred but not required.
  • Minimum of a high school diploma; an associate or bachelor's degree in an applicable field is preferred.


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