Accounts Receivable Specialist

Description

The Vertex Companies, LLC (Vertex) is a $180M global consulting firm that integrates strategic advisory, project management, and dispute resolution services for organizations facing complex challenges in a world of risk. We embody our core values of embracing lifelong learning, operating with urgency, maximizing value, and driving collaboration to better outcomes for our clients, colleagues, and communities. Join us if you are looking for a career that offers you a chance to love what you do and deliver meaningful impact.

The Accounts Receivable Specialist will be responsible for contacting clients and collecting outstanding amounts. This position will balance maintaining trustful relationships, ensuring timely payments, and demonstrating excellent negotiation skills. This position includes reporting of key performance indicators (KPI’s) within accounts receivable and communicating, both verbal and written, to senior leadership and key accounting personnel.

• Monitor Vertex accounts receivable accounts and identify past due accounts for analysis/collections from accounting software.
• Prepare and submit various AR reports of activity and status of unpaid accounts, by verticals/divisions, including days sales outstanding (DSO) and other KPI’s.
• Contact customers, both verbal and in writing, that are overdue and attempt to either collect or negotiate a payment plan to collect in installments.
• Use credit bureau data, internet searches/analysis, and other tools to locate delinquent customers.
• Maintain records of contacts and attempted contacts and activity within accounting system with delinquent account customers.
• Interact and gain the trust of Vertex Project Managers and other Vertex employees in collection efforts.
• Identify and help resolve customer issues and complaints concerning billing.
• Monitor progress of DSO against Vertex targets and industry standards.
• Effectively coordinate with other team members as requested or assigned, able to proactively monitor own progress on assigned tasks or projects, and ensure work product produced by self or in collaboration with other assigned team members is consistently high quality
• Support assigned Supervisor in monitoring of all relevant data such as individual utilization performance vs target, client deadlines, accurate and timely timesheet data, etc.
• Meet or exceed defined individual average utilization goals as set forth by company leadership
• Coordinate and support other team members as assigned, with emphasis on positivity and in support of a culture that is empowered to execute
• Conduct self in support of driving towards defined objectives and key results (OKRs)
• Travel as necessary to support client, employee, and leadership needs.
• Support quality control of service delivery with all individual work product production, maintaining an excellent reputation of quality
• Collaborate with other team members in a manner that assists with rapid identification and escalation to Supervisor of any client, team member or operational challenges

• Be aware of and work in a manner that supports the organization’s vision and defined business objectives
• Conduct self and collaborate with others in working toward achievement of defined profit objectives of assigned projects
• Cooperate in construction of strong cross-functional teams (cooperate with any suggested project assignments outside of original assigned practice area) to achieve success in shared goals, understanding that multiple perspectives and talents build stronger teams and results
• Complete daily tasks consistent

• Requires a Bachelor’s degree and…