Overview

As a Senior Analyst, CFS (Client Financial Services) at Consilio, you will take on a role within our finance department, responsible for overseeing the billing processes, and ensuring that all services are accurately billed to clients. You will also work closely with legal teams, external agencies, and internal stakeholders to develop effective strategies for recovering outstanding debts. Monthly invoicing and collection metrics will be provided by the AR manager, which will be used to gauge your performance. Your expertise will be instrumental in maintaining compliance with billing / collection guidelines and regulations.

Responsibilities

• Billing / Collections Process Oversight : Take ownership of the billing process and ensure all invoices are prepared accurately and in a timely manner.Ensure billing / collections deadlines and requirements are met monthly. Ensure clients receive monthly statements.
• Client Interaction : Handle complex client inquiries and resolve billing-related issues or discrepancies promptly and professionally.High frequency customer contact via phone calls and emails to ensure prompt resolution (billing issues and payments).
• Record Keeping and Reporting : Maintain meticulous and organized billing and collection records (NetSuite), including client invoices, payment receipts, aging reports and collection activities. Generate comprehensive financial reports for management, offering insights and recommendations for process improvement.Assist in tracking outstanding invoices and following up on collections.
• EscalationEscalate accounts to the Accounts Receivable manager if needed with a recommended action. Recommend settlements and payment arrangements in accordance with company policies and legal guidelines.Provide guidance to internal teams on legal implications of collections strategies.
• Billing Software and Systems : Leverage deep knowledge of billing software and financial systems to optimize billing procedures and efficiency.Stay updated on industry-specific billing software and best practices.Ensure the team is proficient in using billing software and other relevant tools.
• Compliance : Ensure that all billing / collections practices comply with client billing guidelines, legal regulations, and ethical standards.
• Research : Provide customer service regarding collection issues, review and process account adjustments, resolve client discrepancies and short payments, small balance write offs, and customer reconciliations.
• Collaborative Leadership : Collaborate with cross-functional teams, including finance, project managers, and sales representatives to optimize billing and collections processes and strategies.Assist in developing and implementing billing and collections process improvements.
• Strategic PlanningParticipate in strategic planning sessions to align billing / collections operations with company goals.Provide insights and recommendations to management on improving billing / collection efficiencies and client satisfaction.Assist in developing and implementing long-term strategies for the billing department.
• Team Leadership and ManagementAssist their manager with the day-to-day management of the team ensuring that each team members meets their goals. Provide training and development to team members to enhance their skills and efficiency.

Qualifications

Shift :

Other :

Benefits :

Consilio’s True North Values

We strive to make every client our advocate

We DO because we CARE

We win together through teamwork and communication

We flex, adapt and embrace change

We value, respect and invest in our teammates

We create clarity of purpose and a clear path forward

Consilio, LLC is an EEO / Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.