Thornton Tomasetti

Accounts Receivable

• Contact clients via telephone and email to inquire about the status of outstanding A/R to include duplicate payments and skipped invoices for payment
• Collaborate with project manager/s and others in the client services team to resolve issues causing payment delay of A/R
• Research misapplied or unapplied client payments
• Record comments regarding the status of outstanding balances within the A/R system
• Generate monthly aging reports for use during monthly A/R status meetings
• Generate and distribute monthly statements of payment reminders to clients
• Generate and distribute collection letters to clients as requested by project manager/s
• Respond to client request for copies of open invoices, W-9 forms, and other documentation
• Maintain organized files and proper documentation for internal and audit inquiries

Accounts Receivable Collections Specialist

Manager

• Provide timely end-user support for sales, project management, billing, and accounting functions within Dynamics 365 F&O and Project Operations.
• Serve as the subject matter expert (SME) for project accounting modules including sales & opportunities, project set up, billing, and collections.
• Administer and configure system settings, workflows, and security roles related to project, sales, and accounting functionality.
• Collaborate with business development, finance, IT, and project management teams to translate business needs into system solutions and reporting tools.
• Support month-end and cycle-close activities by ensuring timely support of project transactions, invoices, and revenue recognition.
• Partner with finance, IT and business stakeholders to plan and execute system upgrades, patches, and enhancements.
• Lead and participate in User Acceptance Testing (UAT) and regression testing to validate system changes and ensure stability.
• Develop and maintain system documentation, including standard operating procedures, configuration records, and user guides.
• Identify opportunities to streamline processes, improve reporting, and automate recurring tasks.
• Train and coach users on effective system use and best practices.
• Monitor industry trends, new features, and product roadmaps to recommend and plan system enhancements that improve efficiency and competitiveness.
• Support sales and business development teams in managing opportunity pipelines, customer and contact lifecycle management, and integration between CRM and ERP modules.
• Collaborate with stakeholders to improve end-to-end business processes across project delivery, sales, and finance functions.
• Provide analysis and recommendations on system performance, usage, and process optimization to leadership.
• Ensure alignment of system design with compliance, audit, and data governance requirements.

Accounts Receivable Collections Specialist

Microsoft Dynamics Systems Manager