Collections Specialist

Location: New Haven

Description

DeSimone Consulting Engineers is seeking a Client Services “Collection” Specialist to join our expanding Accounting team. The candidate’s primary responsibility is to help the firm achieve financial goals by reviewing outstanding accounts to determine the best way to approach the client and executing the plan for timely collection of outstanding invoices.

The candidate will be expected to excel in their role as part of a dynamic team, while also assisting the department with other tasks if/when necessary.

Key Responsibilities:

  • Collection calls and/or correspondence in a fast-paced, goal-oriented accounting department
  • Provide customer service regarding collection issues
  • Review client payments and refunds
  • Process and review account adjustments
  • Resolve client discrepancies and short payments
  • Monitor and maintain client accounts including client calls, account adjustments, small balance write-offs, customer reconciliations, and processing of credit memos
  • Accountable for reducing average age of accounts receivable
  • Communicate and effectively follow up with management regarding client accounts on a timely basis and enlist the efforts of senior management when necessary to accelerate the collection process
  • Establish and maintain effective and cooperative working relationships with clients
  • Perform other assigned tasks and duties necessary to support the Accounting Department

Essential Functions:

  • Weekly and monthly reporting to Director of Accounting
  • Monthly delinquency notices, as needed
  • Processing monthly credit memos and the appropriate reporting
  • High-volume phone calls to all clients and to DeSimone Partners
  • Reconciling customer disputes as they pertain to payment of outstanding balances that are due
  • Providing excellent and considerate customer service to both external clients and internal principals
  • Participating in team planning meetings
  • Meeting defined department goals and activity metrics

Competencies:

I. Computer Skills

  • Excellent Microsoft Excel skills (pivot tables, dashboard reporting, and proficient with Microsoft Word and Outlook)
  • Experience with communications software (i.e. Microsoft Teams, Skype, etc.)
  • Working knowledge of Deltek Vision

II. Users/Clients/Communication Skills

  • Excellent customer service, written, and verbal communication skills

II. Teamwork and Leadership

  • Able to work well individually and as a team
  • Maintains positive attitude and constructive approach to projects
  • Demonstrates commitment to project goals

Required Education and Experience:

  • Bachelor’s degree in a related field
  • Minimum 5 years of high-volume corporate collections experience
  • Knowledge of billing and collections procedures
  • Working knowledge of Deltek Vision
  • Strong attention to detail and goal oriented with the ability to prioritize and manage multiple responsibilities

Disclaimer:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

DeSimone offers a competitive salary and a comprehensive benefits package, which includes medical, dental, vision, short and long-term disability and life insurances, 401(k), gym and tuition reimbursement, paid time off and more.

DeSimone is an Equal Employment Opportunity (EEO) employer.

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