Collections Analyst

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Experienced Hires

Collections Analyst

• Location : United States, Michigan, Southfield
• Location : United States, Illinois, Chicago

Make your mark. Our internal firm services team focuses on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations.

At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Plante Moran enjoys a Workplace for Your Day model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model.

We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role.

Your work will include, but not be limited to :

• Engages in collections operations
• Analyzes major accounts and reviews for complex collection activities
• Analyzes large engagements and aged WIP balances to ensure timely billing
• Develops and pursues collection strategies
• Identifies and resolves problems and inconsistencies and suggests appropriate corrective procedures
• Communicates and coordinates accounting policies, practices, and procedures with department and Firm managers and officials, vendors, reporting agencies, clients, and the public
• Adheres to all collection policies, procedures, and KPIs
• Maintains a positive working environment and resolves grievances
• Contacts various credit sources, ensures credit packages or client's financial status is complete, and notifies partners of delinquent payments
• Contacts clients and partners to follow up on past due accounts to arrange for timely payment

The qualifications.

• 3-5 years of collection experience
• Bachelor's degree in accounting or equivalent required
• Experience with accounts receivable is preferred and some experience working within a professional services firm collections department is highly preferred
• Frequently positions self to bend and lift packages
• Occasional moving & lifting of equipment; bending, lifting, and climbing required to position self to maintain computers during engagements
• Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc.
• Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations.
• Analytical ability required to :
• Identify variances and research questions regarding financial activity and provide explanations.
• Identify opportunities to improve accounting processes & procedures
• Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.)
• Technology skills including those required to be proficient with financial accounting and reporting systems and other word / graphics programs (Microsoft Excel, Microsoft Word and PowerPoint)
• Core certification required.
• Strong interpersonal and communication skills required to :
• Promote positive working relationships with diverse personalities / roles at all levels in the firm and client base
• Explain and interpret accounting / financial information to non-financial people

Our difference. On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different : we’re a relatively jerk-free firm (hey, nobody s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s 100 Best Companies to Work For, and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

So, what are you waiting for?

Last updated : 2024-05-20