Associate/analyst Cfs

Overview As a CFSA Client Financial Services Analyst at Consilio you will take on a role within our finance department responsible for overseeing the billing processes and ensuring that all services are accurately billed to clients You will also work closely with legal teams external agencies and internal stakeholders to develop effective strategies for recovering outstanding debts Monthly invoicing and collection metrics will be provided by the AR manager which will be used to gauge your performance Your expertise will be instrumental in maintaining compliance with billing collection guidelines and regulations Responsibilities Billing Collections Process Oversight Take ownership of the billing process and ensure all invoices are prepared accurately and in a timely manner Ensure billing collections deadlines and requirements are met monthly Ensure clients receive monthly statements Client Interaction Handle complex client inquiries and resolve billing-related issues or discrepancies promptly and professionally High frequency customer contact via phone calls and emails to ensure prompt resolution billing issues and payments Record Keeping and Reporting Maintain meticulous and organized billing and collection records NetSuite including client invoices payment receipts aging reports and collection activities Generate comprehensive financial reports for management offering insights and recommendations for process improvement Assist in tracking outstanding invoices and following up on collections Escalation Escalate accounts to the Accounts Receivable manager if needed with a recommended action Recommend settlements and payment arrangements in accordance with company policies and legal guidelines Provide guidance to internal teams on legal implications of collections strategies Billing Software and Systems Leverage deep knowledge of billing software and financial systems to optimize billing procedures and efficiency Stay updated on industry-specific billing software and best practices Compliance Ensure that all billing collections practices comply with client billing guidelines legal regulations and ethical standards Research Provide customer service regarding collection issues review and process account adjustments resolve client discrepancies and short payments small balance write offs and customer reconciliations Collaborative Leadership Collaborate with cross-functional teams including finance project managers and sales representatives to optimize billing and collections processes and strategies Assist in developing and implementing billing and collections process improvements Qualifications Bachelor s degree in accounting finance or a related field Bachelor s degree in accounting finance or a related field 1-4 years experience in legal billing accounting or finance within a law firm or legal environment Proven leadership experience including mentoring and supervising junior team members Proficiency in legal billing software and financial management systems Exceptional attention to detail and a commitment to maintaining the highest level of accuracy Strong organizational and time management skills Effective communication skills and professionalism in client and colleague interactions Comprehensive knowledge of legal billing guidelines regulations and industry best practices Proficient in Microsoft Office e g Outlook Excel Word Systems Experience Oracle NetSuite Salesforce Shift US Day Shift India Night Shift Other This is a hybrid role requiring the individual to be in the office 4 days per week with the option for additional flexibility based on tenure and performance Benefits Competitive salary Health dental and vision insurance Retirement savings plan Professional development opportunities Collaborative and supportive work environment Consilios True North Values Excellence We strive to make every client our advocate PassionWe DO because we CARE CollaborationWe win together through teamwork and communication AgilityWe flex adapt and embrace change PeopleWe value respect and invest in our teammates VisionWe create clarity of purpose and a clear path forwardConsilio LLC is an EEO Affirmative Action Employer and does not discriminate on the basis of race color religion sex sexual orientation gender identity national origin protected veteran status disability or any other legally protected status