Finance Specialist

Veritext•Mineola, NY

7d•Hybrid

About The Position

Providing our clients with exceptional service is the foundation of our business. As a Finance Representative (Corporate), it is your duty to ensure that our clients pay timely for the services they receive. You’ll be tasked with contacting delinquent accounts to request payment and preparing related reports on daily reconciliation activities.

Requirements

Assertive, proactive and efficient with excellent problem solving and follow up skills
Customer service oriented with strong interpersonal skills and the ability to respond to requests promptly and accurately
Excellent attention to detail, highly organized and able to multi-task
Must possess excellent written and verbal communication skills

Responsibilities

Monitor accounts to identify outstanding debts and follow-up for collections via telephone and email
Generate monthly aging reports for assigned accounts to identify firms with invoices aged in excess of 45+ days and take action
Resolve invoice discrepancies by collaborating with applicable colleagues to ensure prompt and accurate resolution/payment
Prepare reports on a daily basis to ensure accurate account balances and proper application of cash
Document all actions and steps taken on assigned accounts during call or within 15 minutes of call ending
Achieve daily/weekly/monthly collection call quotas for assigned accounts

Benefits

Comprehensive medical, dental and vision insurance
Company-paid life insurance
Short-term and long-term disability insurance
Earned wage access
Matched 401(k)
Paid time off
Paid Parental Leave
Tuition reimbursement
Employee equity and referral programs
Extensive mental health and wellness benefits
Learning and development opportunities including ongoing training, mentorship, and access to resources