Collection and Billing Manager

The Collection and Billing Manager will work in an engaging, supportive, and collaborative environment where their customer focus, judgement, leadership, and solution-oriented competencies will be valued and respected.

Position Type: Full Time; Hybrid / In office

Location: San Antonio

‍Qualifications:

• Bachelor’s degree in accounting, finance, or a related field

• 5+years collections and Accounts Receivable experience

• 3+years progressive supervisory experience

• Prior experience working in professional services, such as a public accounting firm or law firm, preferred

• Experience with CCH Axcess, Proficient in MS Office

• Understanding of statistics, data analysis, and applicable state and federal collections laws

• Ability to anticipate needs and interact professionally with customers and clients

• Trains and develops team members

• Excellent telephone etiquette and professional communication with clients

• Excellent verbal and written communication skills

• Highly organized and communicative

• Excellent organizational skills and attention to detail

• Willingness to investigate issues

• Ability to work independently and collaboratively in a fast-paced environment

• Strong problem solving and analytical skills

• Enjoys team environment

• Ability to lift/move 15 pounds

‍

Responsibilities:

• Oversee and manage billing and collection team, set goals, and ensure team performance – timely billing and cash collection for all firm delivered services

• Ensures the security and privacy of customer information and files

• Advises team members on proper, legal parameters for collections practices; ensures that billing actions comply with company, local, state, and federal guidelines

• Manages client records related to invoicing and collections, and resolves invoice and billing issues

• Ensures preparation and delivery of letters, notices, and other communications regarding delinquent accounts

• Communicates information changes and the status of delinquent accounts to leadership

• Exports and reviews data for special projects, tax returns, and all department services to determine billing

• Assists in generating statements and oversees the preparation of statements and bills

• Creates reports regarding customer account status as requested

• Drafts and distributes reports of invoicing and billing metrics

• Reconciles accounts, contacts clients to confirm payment, researches overdue payments

• Prepare and analyze reports to identify trends and recommend strategies

• Ability to manage successful execution and solutions with all levels of the organization

• Maintains client records and data and prepares monthly billing spreadsheets

• Researches, develops, and facilitates collection procedures according to company polices

• Negotiates with customers to amend repayment terms, as appropriate

• Develop competencies of team and peers through communication, coaching, and leading by example

• Ensure efficient workflow, task delegation, and project completion

• Reviews work of billing team to ensure accuracy, resolves inconsistencies

• Conflict resolution

• Other duties as needed and assigned

‍

Expectations:

• Understand overtime requirements during busy season

‍