Financial Services Representative

Responsibilities

• Review and reconcile billing, AR, and WIP data to identify discrepancies, assess risk, and support collections.
• Develop and implement collection strategies to improve cash flow and reduce outstanding receivables.
• Communicate with clients regarding outstanding invoices, payment status, and billing inquiries.
• Investigate and resolve billing issues, payment disputes, and account variances.
• Monitor electronic billing submissions and prepare AR and collections reports.
• Maintain accurate account records, collection notes, and follow‑up activities.
• Negotiate payment arrangements and escalate issues as needed in accordance with firm policies.
• Collaborate with management and internal stakeholders to improve processes and support departmental initiatives.
• Perform additional duties and special projects as assigned.

Qualifications and Skills

• Bachelor’s degree and/or equivalent experience with college‑level accounting coursework.
• At least 3 years of collections experience in a professional services firm.
• Experience with insurance carriers and knowledge of SIRs/deductibles (strongly preferred).
• Experience with BillBlast and Aderant (highly preferred).
• Strong attention to detail, ability to work independently, and excellent follow‑through.
• Strong analytical skills; intermediate Excel skills (V‑Lookup, Pivot Tables) required.
• Excellent communication skills and the ability to interact with attorneys, staff, and clients.
• Strong ability to multi‑task, prioritize, and manage competing deadlines.

Pay

Expected Salary Range: $65,000 – $85,000. The stated range is an estimate and does not guarantee a specific offer. Actual compensation will be determined based on market location, the candidate’s experience, skills, and job‑related qualifications. Base salary represents just one component of the comprehensive Total Rewards package offered by Kaufman Dolowich.