Finance Specialist

Summary

Veritext Legal Solutions is a provider of technology-enabled court reporting services and litigation support solutions. The Finance Specialist is responsible for collecting delinquent client accounts, resolving invoice discrepancies, preparing reconciliation and aging reports, and maintaining accurate account records.

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

Skills

• * 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

Qualifications

Must Haves

• * 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

Benefits

• Comprehensive medical, dental and vision insurance
• Company-paid life insurance
• Short-term and long-term disability insurance
• Earned wage access: get a portion of the wages you earned prior to payday
• Matched 401(k) to help you save for your future
• Hybrid or remote work structure for most roles (based on business needs)
• Paid time off
• Paid Parental Leave
• Tuition reimbursement
• Employee equity and referral programs
• Extensive mental health and wellness benefits
• Veritext Cares: supporting local causes and paying it forward to the communities we live and work in
• Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth
• Engaging, collaborative, inclusive culture
• Veritext Summer Camp
• Wellness Week