Collections Analyst
Core
Analyze major accounts and large engagements to ensure timely billing, resolve collection inconsistencies, and develop record-keeping systems for billing and payment processing.
Role type
Senior IC collections analyst (professional services)
Builds
Billing records, collection strategies, and financial reporting for professional services firms
Domain
Professional services (audit, tax, consulting, wealth management) + Accounts Receivable
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Collections operations, Accounts receivable management, Financial analysis, Variance identification, Process improvement, Policy development, Credit status verification, Stakeholder communication, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Preferred skills
Professional services firm experience, Bilingual (Japanese/English or Chinese/English)
Responsibilities
Analyze major accounts and complex collection activities, Review aged WIP balances to ensure timely billing, Develop and implement record-keeping systems for billing and payments, Identify and resolve collection problems and inconsistencies, Communicate accounting policies with managers, vendors, and clients, Contact credit sources to verify financial status and notify partners of delinquencies
Seniority
Mid-level, hands-on IC