The Collections Analyst is responsible for supporting cash collection activities, following up on outstanding accounts receivable balances, and maintaining effective communication with clients and internal stakeholders to ensure timely payment collection and resolution of collection-related matters. The role works closely with Partners, Finance teams, and business stakeholders to support the Firm's collection strategy and cash flow objectives.
Main responsibilities:
• Follow up on outstanding accounts receivable balances through email and telephone communication in accordance with Firm policies and best practices
• Support initiatives to reduce aged debt by maintaining regular contact with clients and escalating collection concerns when appropriate
• Review billing information for accuracy and assist in ensuring invoices are issued in line with client requirements and agreed payment terms
• Monitor assigned accounts receivable portfolios, identifying overdue invoices, credit balances, and other items requiring investigation or follow-up
• Prepare documentation to support approved credit notes, write-downs, write-offs, and other accounts receivable transactions
• Maintain accurate collection notes, invoice status updates, and records of client communications within Firm systems
• Respond to client and internal requests related to payments, accounts receivable confirmations, ACH information, and collection inquiries
• Manage workload effectively, prioritize tasks, and meet established deadlines and service expectations.
• Follow established collection procedures and seek guidance or escalate issues when necessary to ensure timely resolution
• Collaborate with Partners, Finance teams, and other stakeholders to support collection efforts while maintaining positive client relationships
Skills and experience:
• Previous experience in Collections, Accounts Receivable, Finance, Customer Service, or Administrative Support preferred
• Basic und