AR / Admin Assist / CPA Firm

Job title: Billing and Collections Admin

Job Summary:

The Billing and Collections Admin will be responsible for handling the collections workflow by sending out new invoices, collecting on past due invoices, and cleaning up problem accounts. They will also assist our dedicated biller by creating or revising additional invoices as needed and assist our admin team with data management. This role requires a proactive approach to resolving outstanding balances and maintaining positive client relationships. The ideal candidate will have strong analytical skills and excellent communication abilities. Experience in collections is preferred, but we are willing to train the right candidate.

Key Responsibilities:

• Invoice Management: Review and process both new and past due invoices, ensuring all records are accurate and up-to-date
• Collections Efforts: Initiate and manage collection efforts for overdue accounts, including phone calls, emails, and written correspondence. Heavy emphasis on phone calls at this time.
• Customer Interaction: Engage with clients to negotiate payment terms, address disputes, and resolve any issues affecting payment
• Account Reconciliation: Reconcile customer accounts to identify discrepancies and ensure accurate payment application.
• Reporting: Prepare and present detailed reports on collection status, including aged accounts, recovery rates, and trends.
• Documentation: Maintain thorough documentation of collection activities and communications.
• Compliance: Ensure all collection activities comply with company policies and relevant regulations.
• Collaboration: Work closely with all departments to address billing issues and support overall financial goals.
• Problem-Solving: Develop and implement strategies to address recurring issues and improve the collections processes.
• Assist the admin team with client onboarding, task tracking, e-signature collection for documents, and occasional meeting minutes.
• Other duties as assigned

Qualifications:

• Education: High school diploma or equivalent.
• Experience: Background in billing and collections preferred. Those with experience working in a law, public accounting, or healthcare office setting encouraged to apply.

Skills:

• Strong knowledge of billing procedures and collection techniques.
• Excellent communication and negotiation skills.
• Proficient in using accounting software and Microsoft Office Suite.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to work independently and manage multiple tasks effectively.

Additional Requirements:

• Work Environment: Onsite position requiring the ability to work in a fast-paced office environment.
• Schedule: Regular office hours with potential for occasional extended hours as needed to meet deadlines. Overtime required during tax season.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $40,000 - $50,000