Collections Specialist & AR Analyst

Summary

Berry Law is a Veteran-owned and led law firm dedicated to protecting the constitutional rights of Americans and helping Veterans obtain benefits. The Collections Specialist & AR Analyst manages accounts receivable follow-up, collections, payment processing, and documentation while analyzing AR data, creating reports, and supporting forecasting and process improvement.

Responsibilities

• Conducts timely client outreach via phone, email, and text according to established AR follow-up schedules
• Negotiates full payment or maximum immediate payment while maintaining professional client relationships
• Processes payments, ACH authorizations, and account adjustments with accuracy and attention to detail
• Documents all collection activities and client communications in accordance with established procedures
• Monitor assigned accounts daily to identify payment issues, billing errors, or system anomalies
• Escalates complex accounts, disputes, or sensitive client situations to the AR Manager with proposed solutions
• Executes ad hoc collection projects for significantly aged accounts as directed by the AR Manager
• Ensures full compliance with AR standard operating procedures and documentation requirements
• Creates and maintains dashboards tracking key AR metrics including DSO, aging trends, and collection rates
• Analyzes client payment patterns to identify risk indicators and opportunities for process optimization
• Reviews AR data trends to provide decision support for policy and procedure changes
• Generates reports and visualizations that communicate AR performance to the AR Manager and CFO
• Supports forecasting and cash collection projections with data-driven analysis
• Participates in cross-functional projects requiring AR subject matter expertise or financial analysis

Skills

• Educational background in business, accounting, finance, or related field
• 3+ years of experience in a client-facing environment
• Demonstrated experience in collections, accounts receivable, or billing operations
• Proficiency in Microsoft Excel including pivot tables, formulas, and data analysis
• Strong written and verbal communication skills with ability to maintain professionalism in difficult conversations
• Exceptional attention to detail and organizational skills
• Ability to learn and work effectively with accounting/ERP systems and AR management tools
• Self-directed learner capable of acquiring new technical skills independently
• Analytical mindset with ability to identify patterns and insights from data
• Proven ability to manage client relationships while achieving financial objectives
• Bachelor's degree preferred but not required
• Experience with business intelligence or reporting tools (Power BI, Tableau, SQL, or similar)
• Familiarity with data visualization and dashboard creation
• Pursuing or planning to pursue CPA or other relevant professional certification
• Experience working cross-functionally between finance and client-facing teams
• Background in process improvement or operational excellence initiatives
• Experience in professional services billing or collections

Qualifications

Must Haves

• Educational background in business, accounting, finance, or related field
• 3+ years of experience in a client-facing environment
• Demonstrated experience in collections, accounts receivable, or billing operations
• Proficiency in Microsoft Excel including pivot tables, formulas, and data analysis
• Strong written and verbal communication skills with ability to maintain professionalism in difficult conversations
• Exceptional attention to detail and organizational skills
• Ability to learn and work effectively with accounting/ERP systems and AR management tools
• Self-directed learner capable of acquiring new technical skills independently
• Analytical mindset with ability to identify patterns and insights from data
• Proven ability to manage client relationships while achieving financial objectives

Nice to Haves

• Bachelor's degree preferred but not required
• Experience with business intelligence or reporting tools (Power BI, Tableau, SQL, or similar)
• Familiarity with data visualization and dashboard creation
• Pursuing or planning to pursue CPA or other relevant professional certification
• Experience working cross-functionally between finance and client-facing teams
• Background in process improvement or operational excellence initiatives
• Experience in professional services billing or collections

Benefits

• Generous PTO
• 401(k) with firm contribution
• Health, dental, and vision insurance
• Employee Assistance Program (EAP)
• Professional development opportunities
• Firm swag and team events
• Community involvement opportunities
• Personalized Onboarding: We invest in your success from day one
• Mission-driven, high-accountability environment built on trust and performance