Salary
💰 $55,000 - $77,000 per year
About the role
- Responsibilities: Drive timely collection of receivables to meet monthly cash targets; escalate issues as needed.
- Monitor AR balances, follow up on overdue items, and coordinate with Legal on escalations.
- Track new projects to ensure initial invoicing and retainer collection; follow up as required.
- Build and maintain strong relationships with clients, project managers, and service line leads.
- Conduct credit checks, set/review credit limits, and maintain a credit risk register.
- Prepare and distribute weekly/monthly AR and aged debt reports to stakeholders.
- Lead regular cash calls to report on collection risks and aged debt.
- Perform customer account reconciliations and manage write-offs with monthly reporting.
- Identify and implement AR process improvements and maintain SOP documentation.
- Collect and maintain client AP contact information and promote electronic payment adoption.
Requirements
- Minimum 5 years of experience in accounts receivable or a similar finance role, preferably in a professional services environment.
- Proficient in Excel, including pivot tables and VLOOKUP.
- Experience working with ERP systems (e.g., SAP, Oracle, NetSuite).
- Proven ability to meet recurring month-end deadlines and manage competing priorities.
- Strong written and verbal communication skills, with experience engaging stakeholders at various levels.
- Demonstrated ability to work effectively in a fast-paced, dynamic environment.
- Customer-focused mindset with a proactive, solution-oriented approach.