Job Description

We have an onsite opportunity for a seasoned Accounts Receivable professional, with prior experience in the legal or consulting industry, to work in our Dallas office.  This position manages a portfolio of receivable accounts for several SOCOTEC Advisory. This specialist will create and maintain professional relationships with clients to ensure prompt resolution of any billing concerns. In addition, this specialist will send collection letters and respond to correspondence, as authorized by the Supervisor.  Some collections research required includes analyzing the contract/proposal, coordinating with Project Managers, collecting copies of all prior correspondence, analyzing the collectability of each Account’s invoices, preparing ledgers of invoices and payments, monitoring the progress of cases, sequencing the collection activities to document steps taken and working with the Legal team.

Responsibilities Include:

Preparing Aging reports in Excel for management

Monitor and analyze AR aging reports to identify outstanding balances and initiate timely follow-up with clients

Working closely with a Billing Coordinator to maintain billing/collection folders for assigned projects with all the appropriate documents including proposals, monthly client invoices, correspondence, and updates

Collaborate with project managers and clients to resolve any billing discrepancies or issues

Reviewing proposals/contracts

Issuing client account statements monthly

Contacting clients regarding past due payments

Updating accounting records in Deltek with payments, balances, client information and collections notes

Work closely with the finance team to accurately record and report on AR data

Provide Legal with all documentation necessary for the demand letter.

Perform weekly and monthly reporting, ad-hoc analysis and assist with special projects related to client receivables.

Track the due dates for all assigned cases and follow up with stakeholders to drive cases to closure.

Perform all other duties as assigned by your supervisor or manager.