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.
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:
Accounts Receivable
Sending out monthly invoices
Following up on unpaid invoices
Generating Invoices in the Accounting system
Cash application of all payments received
Interacting with clients on Billing questions
Monthly Evaluation of allowance for bad debts
Daily client interactions (both phone and email)
Cash receipts transactions daily spreadsheet and journal entry
Other monthly and quarterly journal entries as needed
Monthly Bank reconciliations
Assist CFO and Controller with annual audit
Ad Hoc Projects
Bachelor’s Degree in Accounting or Finance
Internship to 3 years of relevant experience in Accounts Receivable/Collections
Intermediate to advanced MS Office skills (Excel, Word, PowerPoint, Outlook)
Experience with Salesforce and/or Sage Intacct is a plus
Ability to work independently in a fast-paced environment
Must be a strong communicator both written and verbally
Excellent organization skills, detail oriented and self-motivated
Comfort speaking with clients over the phone / Zoom and client service attitude
Ability to handle sensitive and confidential information
All your information will be kept confidential according to EEO guidelines.
Total Compensation: 60k-85k