Expert Financial Analyst

7 days ago

Jericho, New York, United States J.S. Held LLC Full time
Job Overview

At J.S. Held LLC, we are seeking an Expert Financial Analyst - Collections Specialist to join our Finance team. This is a unique opportunity for an entrepreneurial and highly driven individual with a well-rounded skill set to take on a variety of tasks.

This role requires excellent verbal and written communication skills, proficiency in Microsoft Excel and Word, strong organization, negotiation abilities, and the capability to manage stressful interactions with professionalism.

We offer a flexible work environment that allows employees to work remotely when needed, Flexible Time Off policy, Medical, Dental, and Vision Insurance, 401k Match, and Commuter Benefit.

The estimated salary range for this role is $55,000 - $60,000 per year.

About the Role

We are seeking an Expert Financial Analyst - Collections Specialist to effectively collect past due accounts receivable using a variety of collection methods, techniques, and legal claims. The ideal candidate will have a strong grasp of accounts receivable and collections processes, be flexible, and a strategic thinker who can prioritize tasks and collaborate with project managers to research reasons for non-payment.

Responsibilities

- Effectively collect past due AR using a variety of collection methods, techniques, and legal claims
- Focus on root causes of non-payment while bringing past due accounts to a current status
- Regularly review AR and set priorities for effective collection
- Negotiate payment arrangements, issue payment commitment letters, and follow up appropriately
- Collaborate with project managers to research reasons for non-payment and take appropriate actions
- Maintain accurate records of customer payment status and escalate high-risk situations to the management team

Requirements

- 5+ years of collections experience with a track record of meeting KPIs
- Must be detail-oriented and capable of working independently as well as part of a collections team
- Negotiation Skills: Must be well-versed in settling differences and reaching agreements beneficial to all parties involved
- Critical Thinking: Must be able to think clearly and rationally, understanding the logical connection between ideas. This includes analyzing and solving problems by deducing consequences from known information
- Accurate and detailed account reconciliation skills
- Strong verbal and written communication skills are necessary to interact effectively with customers and internal stakeholders
- Must be self-driven with a strong work ethic and able to work independently
- Must take ownership of the assigned portfolio and take the initiative to resolve problems to collect open AR effectively
- Must be able to embrace the training offered and abide by departmental processes and guidelines
- Experience with ERP technology, preferably Microsoft D365

Preferred Qualifications

- Experience with collections in the insurance or construction industry
- Intermediate experience in Word, PowerPoint, and Excel (pivots and lookups)
- International collections experience
- Associate's degree or higher in a related field

Benefits

- We offer a flexible work environment that allows employees to work remotely when needed
- Flexible Time Off policy
- Medical, Dental, and Vision Insurance
- 401k Match
- Commuter Benefit

  • Executive Financial Advisor

    3 weeks ago

    Jericho, New York, United States Tepedino and Company LLC Full time

    Job SummaryAs a key member of our client service team at Tepedino and Company LLC, you will provide expert accounting, taxation, and financial advisory services to clients. Collaborating closely with managers and partners, you will deliver exceptional client experiences while managing engagements effectively.Main Responsibilities:Client Engagement: Lead and...

  • Financial Data Analyst

    2 weeks ago

    Jericho, New York, United States Nesco Resource Full time

    About the JobNesco Resource has partnered with a leading national retailer and distributor to hire a skilled Reporting and Analytics Specialist for an exciting 4-week project at their corporate headquarters. This temporary opportunity allows you to gain valuable experience and showcase your skills in a fast-paced, collaborative environment.

  • Senior Associate, Professional Services Expert

    3 weeks ago

    Jericho, New York, United States Tepedino and Company LLC Full time

    Job OverviewWe are seeking a highly skilled Senior Associate to join our client service team at Tepedino and Company LLC. As a key member of our team, you will provide expertise in accounting, taxation, and financial advisory services.This is an exceptional opportunity to work closely with clients, managers, and partners to deliver outstanding results and...

  • Business Analyst

    3 weeks ago

    Jericho, United States AWSPRODVK1 Full time

    BE/B. Tech candidates who acts as a business analyst for requirement gathering. Capacity to prepare and draft functional requirement specifications and integrate frs into business logics.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.Creating MIS reports and dashboards and hands on...

  • Business Analyst

    3 weeks ago

    Jericho, United States AWSPRODVK1 Full time

    BE/B. Tech candidates who acts as a business analyst for requirement gathering. Capacity to prepare and draft functional requirement specifications and integrate frs into business logics.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.Creating MIS reports and dashboards and hands on...

  • Business Analyst

    3 weeks ago

    Jericho, NY, United States AWSPRODVK1 Full time

    BE/B. Tech candidates who acts as a business analyst for requirement gathering. Capacity to prepare and draft functional requirement specifications and integrate frs into business logics. If you are interested in applying for this job, please make sure you meet the following requirements as listed below. Creating MIS reports and dashboards and hands on...

  • Associate - Brokerage

    4 weeks ago

    Jericho, United States Colliers Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Manager Software Engineering

    3 days ago

    Jericho, United States Webster Bank Full time

    Job Description If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting...

  • Manager Software Engineering

    3 days ago

    Jericho, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Junior Content Marketer, Supervising Associate

    1 month ago

    Jericho, United States Ernst and Young Full time

    At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.The...

  • Senior Fiduciary and Sales Analyst

    2 weeks ago

    Jericho, NY, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...