Senior Collections and Billing Associate

JOB TITLE: Senior Collections & Billing Associate

DEPARTMENT: Finance

REPORTS TO: Controller

EFFECTIVE DATE: 6/21/2024

SUMMARY:

This position is responsible for all billing and month-end adjustments and account reconciliations, all deposits, manages the collection of receivables and overdue accounts, resolves disputed or short-paid invoices and provides analysis and month-end reporting to management.

DUTIES AND RESPONSIBILITIES:

• Achieve monthly collection goals; monitors collection activities and assists when appropriate.
• Prepare all semi-monthly and monthly invoicing and statements for receivables accounts; generate late fees; apply payments on-account for all debit customers with discount adjustments if eligible, calculate and process premium adjustments, process host community abatement
• Reviews the aging report and pursues collection of past due amounts.
• Maintains timely and accurate collections of accounts receivable balances; ensures timely posting of cash receipts.
• Reviews and analyzes effectiveness of accounts receivable collections policies and procedures.
• Coordinates customer service activities and follow-up on customer short pays or billing disputes.
• Interfaces with appropriate personnel and managers to exchange information and update records.
• Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES:

• n/a

QUALIFICATIONS:

• Bachelor’s degree (B. A.) or equivalent.
• Three to Six years related experience or equivalent.
• Great Plains / Microsoft Dynamics / PC Scale a plus.
• Commitment to excellence and high standards.
• Excellent written and verbal communication skills.
• Strong interpersonal skills.
• Proficient on all Microsoft products
• Acute attention to detail.
• Ability to work with all levels of management.
• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
• Good judgement with the ability to make timely and sound decisions
• Basic competence in duties and tasks of supervised employees.
• Working knowledge of data collection, data analysis.

COMPETENCIES:

1. Ethics/Integrity - Reliable in carrying out instructions and performing assignments. Wiling to take on responsibilities and be accountable. Treats others with dignity and respect. Works to prevent accidents, injuries, and theft. Lives up to commitments. Is honest is all dealings.
2. Dependability/ Reliability - Sets and observes own priorities for best use of time and meets deadlines. Adequately prepares equipment and work area to perform daily tasks. Completes required inspections of equipment and reports issues timely. Observes safety rules and practices. Aware of surroundings and diligent in keeping a safe working environment. Readily reports incidents and near misses. Engages in good housekeeping practices and takes proper care of equipment and tools.
3. Productivity - Understands work methods, practices, and techniques, and is proficient. Understands tasks or projects and plans and organizes work to be more efficient. Consistently maximizes productivity without sacrificing quality. Is attentive to details of assignments and surroundings. Works independently, without the need for close supervision. Anticipates needs and seeks additional tasks as time permits.
4. Analytical --Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
5. Problem Solving & Decision Making - Displays ability to define a problem, develops workable and realistic alternatives, and selects appropriate alternative to resolve problem. Decisions made are generally correct, and the time taken to make such decisions is reasonable.
6. Customer Service - (Internal and External) Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers. Understands customer requirements, expectations, and needs. responds appropriately and timely. Treats all customers uniformly and consistently with respect and honesty. Clearly and tactfully communicates with customers, supervisors and peers. Looks for ways to provide more value to customers and improves processes.
7. Communication Skills - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
8. Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Frequently required to stand
• Frequently required to walk
• Frequently required to sit
• Frequently required to utilize hand and finger dexterity
• Frequently required to climb, balance, bend, stoop, kneel or crawl
• Frequently required to talk or hear

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.