Financial Planning and Analysis

• Monitor collection activities for collection team to drive performance (productivity), quality of customer interaction, and adherence to processes.
• Assess and manage workloads including account assignment.
• Call Quality monitoring.
• Process quality reviews – Checklists.
• Produce, analyze & distribute weekly/monthly reports; summarizing activities and highlighting any issues or problems for follow up.
• Review and analyze accounts with significant balances.
• Coordinate action to improve delinquency and drives resolution of outstanding disputes/issues including involving other functional areas and Senior Management as required.
• First level escalations (internal/external).
• Determine appropriate course of action for dealing with delinquent accounts; escalate internally with Account Management or with the client to determine the root cause, recommend transfer to third party collections or legal action.
• Monitor accounts receivable balances to identify trends and issues.
• Recommend improvements to the existing policies, procedure, and strategies to maximize timely collection of cash as per targets.
• Provide frontline technical support and guidance to collectors on policies, procedures, & systems functionality.
• Liaise with our technology partners for production support related issues, including opening tickets.
• Approve adjustments in accordance with schedule of authorization.
• Identify training and/or process issues that require action.
• Delivers training and/or addresses or brings to management attention depending on scope.
• Support projects/special assignments as required.
• Perform other related duties as assigned by management.
• Adhere to established policies and procedures.

Client Financial Services, Team Lead

Senior Associate, Finance and Accounting Managed Services

Finance and Accounting Managed Services Manager

Financial Analyst – Accounting Services

Senior Manager, Finance