Collections Representative conducting month-end reconciliations and analytical reporting for a logistics firm. Engaging with clients and internal teams to ensure accurate financial management.
Responsibilities
Prepare month-end reconciliation of bad debt reserves-- including profit retractions, refunds, invoice adjustments, payment plan reviews, and final notice
Analyze client records and market data
Carefully analyze financial data to produce clear and objective reports
Prepare and report the status of efforts related to key departmental metrics to upper management
Research analysis of both industry and customer market data
Produce monthly financial and management reports
Investigate and resolve any irregularities or inquiries
Develop and enhance current best practices
Utilize professional communication to consult agents and customers
Requirements
Relevant bachelor's degree
Hands-on experience with accounting software
Ability to use judgment in determining account clearance and challenges
Working proficiency in Excel, at a minimum of an intermediate level
Excellent analytical skills along with the ability to create and present detailed reports
Problem-solving attitude
Availability to be in office every Thursday.
Benefits
ATG offers medical, dental, vision, and flexible spending and HSA benefits on the first of the month following the date of hire.
Additional benefits include PTO, short- and long-term disability, and 401K with 3.5% match.
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