Collections Specialist

Why Grassi?Our firm is consistently ranked by and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry "Dress for Your Day" dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc. Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more Discounted gym memberships, wellness programs and a competitive benefits packageOverview:As part of our Finance Team, your responsibility is to manage and reduce receivable balances for designated client accounts. The Collection Specialist performs accounting functions that require a thorough knowledge of departmental operations and policies and may perform various accounting functions related to the recording and collecting of money due. We are looking for a reliable AR professional who is great with building relationships and strives to deliver the best service.Responsibilities: Review accounts receivable aging and collection reports for accounts with past due balances Prepare and issue statements and account analysis to clients (in excel format) Review 3rd party system for payment status and identify problem invoices Research any discrepancies or disputes and make recommendation for resolution Call e-mail clients requesting payments on past due balances and collect delinquent balances Investigating and resolving over and short payments, disputed items, and unapplied payments Pull and file documentation as needed Assist in the explanation of bills to clients Transmit invoices to clients as needed via fax andor e-mail Communicate with sales and service departments regarding client balances and disputes Maintain balances and holds on client accounts Evaluate effectiveness of current collection policies and procedures on account by account basis Assist other team members when necessaryQualifications: 3-5 years of High-Volume corporate collections experience. Knowledge of billing and collections procedures Accounts Receivable knowledgeexperience a plus Strong attention to detail, goal oriented Commitment to excellent customer service Excellent written and verbal communication abilities Ability to prioritize and manage multiple responsibilities Self-motivated and able to perform in a fast paced, team-oriented environment Strong organizational and communication skills, both verbal and written Problem solving skills Proficiency in Microsoft Office Suite with solid skills in ExcelSalary Range: 60K - 70KAbout Our FirmAs one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.Grassi's Company CultureHere at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares an

Created: 2025-02-16