Job Description

Job Description

Position : Collections Specialist

Reports To : Sr Financial Analyst

Location : Chicago, IL

Job Overview:

We are seeking a detail-oriented and proactive Collections Analyst to join our finance team. The ideal candidate will be responsible for managing and resolving customer billing and usage discrepancies while utilizing Salesforce for contract information and NetSuite for invoice details. This role requires a blend of analytical skills, customer service expertise, and familiarity with financial software to ensure efficient collections and accurate account management.

This role follows a hybrid model (4 days in office, 1 day work from home) for candidates residing in Illinois. Candidates based outside of Illinois may be considered for a remote work arrangement.

Responsibilities & Duties

• Monitor and analyze accounts receivable aging reports to identify overdue accounts and prioritize collections efforts.
• Prepare and maintain detailed records of customer interactions, resolution actions, and follow-up activities.
• Monitor and analyze accounts receivable aging reports to identify overdue accounts and prioritize collections efforts.
• Prepare and maintain detailed records of customer interactions, resolution actions, and follow-up activities.
• Respond to customer inquiries regarding billing and usage discrepancies in a professional and timely manner.
• Communicate effectively with customers to resolve issues related to invoices, payments, and account balances.
• Access NetSuite to retrieve and analyze invoice data, ensuring that all billed amounts are correct and align with contract terms.
• Utilize Salesforce to access and review customer contracts, ensuring accurate understanding of billing terms and conditions.
• Respond to customer inquiries regarding billing and usage discrepancies in a professional and timely manner.
• Communicate effectively with customers to resolve issues related to invoices, payments, and account balances.
• Perform other duties and responsibilities as assigned to support team, department, and organizational goals.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Characterstics

• Strong English communication skills, both written and verbal, with the ability to handle sensitive customer interactions and articulate complex information clearly.
• High level of organizational skills and a proactive approach to problem resolution.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills, with a keen attention to detail.

This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and subject to amendment.

Hiring Policy

Reveal is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Reveal does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Reveal considers candidates with existing visas but does not sponsor new visa applications.

Job Tags

Similar Jobs