Accounting Associate

KerberRose S.C.•Howard, WI

1d•Onsite

About The Position

Performs a wide range of accounting functions supporting the firm’s financial operations, including accounts receivable, collections, accounts payable, and general accounting. Responsible for daily cash management, maintaining accurate AR records, providing billing support, and conducting proactive collection efforts to ensure timely payments and minimize delinquencies. Oversees AP processes including invoice review, vendor management, and expense reimbursements. Prepares and distributes key financial reports, supports client billing activities, and identifies opportunities to improve efficiency and effectiveness across accounting processes while ensuring accurate, timely, and reliable results.

Requirements

Two-year accounting degree with experience.
Excellent written and oral communication skills
strong attention to detail
ability to maintain company and client confidentiality.

Nice To Haves

Four year accounting degree preferred.
Two to three years of experience in accounts receivable and collection processes preferred.
Professional services environment preferred.
Proficient in Excel and accounting software systems preferred.

Responsibilities

Performs daily cash management duties, including overseeing the recording of recording bank deposits, the recording of other deposits, updating and distributing of cash-receipt logs, and posting of cash to the accounts receivable sub-ledger.
Maintains accounts receivable records to ensure aging is current, credits and collections are applied, uncollectible accounts are addressed, and miscellaneous differences are resolved.
Monitors and collects accounts receivable by contacting clients via telephone, email, and mail.
Takes action to encourage timely payments.
Oversees the application and processing of finance charges, as well as preparation and sending of client statements on the 10th day of each month.
Prepares and sends WIP reports on the last day of each month.
Prepares and sends AR Summary reports on the 10th day of each month.
Identifies opportunities to improve efficiency and effectiveness within financial operations.
Assures reliable, predictable outcome without unnecessary delays.
Monitors the firm’s accounts receivable ledger and identifies overdue accounts.
Contacts clients with overdue accounts and attempts to either collect the balance or negotiate a payment plan to collect installments.
Uses credit bureau data, postal information, internet searches, and other tools to try to locate clients who have moved or changed phone numbers.
Maintains records of contacts and attempted contacts with delinquent account clients, as well as records of any payments collected from those clients.
Submits regular reports on the status of unpaid accounts and repayment progress.
Prepares and sends letters to delinquent accounts following the collections process on the 20th of each month.
Sends delinquent accounts to the collections agency by the 15th of each month 30 days after the attorney’s letter is sent.
Writes off accounts sent to collections agency after 90 days.
Monitors and responds to all messages in the Outlook inbox.
Reviews invoices for appropriate documentation prior to payment.
Performs accurate invoice data entry into the accounts payable system.
Processes employee expense reimbursements and ensures documentation complies with firm policies.
Coordinates with the technology team to obtain asset tracking information when necessary.
Establishes and maintains relationships with new and existing vendors, including requesting Form W-9 and Certificates of Insurance when needed, and completing required vendor forms to accept ACH payments when applicable.
Communicates with vendors regarding invoice discrepancies, payment inquiries, and issue resolution.
Processes corporate sponsorships as requested, including completing/providing necessary forms and other marketing materials.
Monitors, reviews, and approves supply orders for offices and service lines.
Contacts vendors to maintain optimal pricing on frequently used items.
Reviews bill and payment imports from external accounts payable software for accuracy prior to importing into accounting system.
Assists and supports leaders and staff with Practice CS client billing questions and invoice corrections, including the review and posting of client invoices.
Manages new clients reporting and analyzes the data for trending information on a monthly basis, while supporting the daily entry of new clients forms when needed.
Supports other accounting and finance team members as requested.
Uses Information Systems to their full capability.
All other duties as assigned.