Company Description
Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.
We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.
Job Description
We’re looking for a professional and driven Collections Specialist to join the Finance team. This role reports directly to the Controller and will work closely with the other members of the finance and operations teams. The Collections Specialist will work primarily on accounts receivable and collections, which is an integral part of our business model. The role also encompasses other elements of daily processing, monthly closing, and account analysis as well as daily communication with clients.
RESPONSIBILITIES:
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Accounts Receivable
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Sending out monthly invoices
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Following up on unpaid invoices
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Generating Invoices in the Accounting system
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Cash application of all payments received
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Interacting with clients on Billing questions
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Monthly Evaluation of allowance for bad debts
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Daily client interactions (both phone and email)
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Cash receipts transactions daily spreadsheet and journal entry
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Other monthly and quarterly journal entries as needed
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Monthly Bank reconciliations
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Assist CFO and Controller with annual audit
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Ad Hoc Projects
Qualifications
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Bachelor’s Degree in Accounting or Finance
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Internship to 3 years of relevant experience in Accounts Receivable/Collections
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Intermediate to advanced MS Office skills (Excel, Word, PowerPoint, Outlook)
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Experience with Salesforce and/or Sage Intacct is a plus
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Ability to work independently in a fast-paced environment
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Must be a strong communicator both written and verbally
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Excellent organization skills, detail oriented and self-motivated
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Comfort speaking with clients over the phone / Zoom and client service attitude
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Ability to handle sensitive and confidential information
Additional Information
All your information will be kept confidential according to EEO guidelines.
Total Compensation: 60k-85k
What the Team is Saying
What We Do
Founded in 2010, Expert Institute has established itself as a pioneer in legal technology. Renowned for offering unparalleled access to world-class experts, comprehensive legal data, and cutting-edge expert research, Expert Institute has reshaped the way legal professionals approach case preparation and litigation strategy. At the heart of their innovation is Expert iQ, a cloud-based SAAS platform offering case management solutions designed to meet the needs of the modern legal landscape, integrating advanced technology with ease of use.
Expert Institute's influence extends across North America, having partnered with over 5,000 law firms. They are distinguished for their dynamic blend of research capabilities, deep medical insights, and commitment to client satisfaction. This combination of expertise, technological advancement, and customer-centric approach makes Expert Institute a transformative force in legal tech. They are redefining the standards of legal practice, enabling lawyers to navigate the complexities of their cases with unprecedented efficiency and effectiveness.
Why Work With Us
Expert Institute is a team of born innovators making an impact on the legal-tech industry. We are focused on creating a truly fantastic culture with meaningful team values. Our employees are our greatest assets, and we believe in providing the support and guidance to help our employees grow, and position them for success throughout their career.
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Expert Institute Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
