Finance Associate

• Monitor and maintain the Daily Collection Report.
• Monitor the firm's accounts receivable and identify overdue accounts.
• Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments.
• Use credit bureau data, post office information, internet searches and other tools to try to locate customers who have moved or changed phone numbers.
• Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer.
• Resolve customer issues and complaints concerning billing.
• Submit regular reports on the status of unpaid accounts and any repayment progress.
• Monitor accounts to identify outstanding debts
• Investigate historical data for each debt or bill
• Take actions to encourage timely debt payments
• Process payments and refunds
• Resolve billing and customer credit issues
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status

• Candidate must have a Bachelor’s Degree in Business Administration, Accountancy, Financial Management, or equivalent
• Proficient in proofreading, communication, and attention to details
• Knowledgeable in Microsoft Office and Google Workspace
• Strong multi-tasking skills, interpersonal communication skills, and problem solving skills
• Knowledge on Quickbooks and Invoice Ninja is a plus
• Familiarity with Collection Process

Spiralytics