3 days ago
Assist with credit evaluation for new clients during onboarding, monitor client accounts approaching credit limits and take necessary actions to minimize credit risk, and support evaluation of accounts seeking increased credit limits.
Responsible for generating monthly invoice reporting to be used by Accounting, BI and Account Management teams.
Ensure monthly revenue numbers are entered accurately and in accounting system in a timely manner.
Review documented approvals for monthly invoices verifying accuracy of revenue numbers, checking for and investigating negative variances, and obtaining internal approvals, as needed.
Follow up with Account Management team regarding unapproved invoices, obtaining statuses, and ensuring invoices are closed and distributed in a timely manner.
Manage the collections process including monitoring aging receivables, sending out scheduled payment reminders, tracking collections notes, etc.
Own weekly past due reporting and work with Account Management team ensuring they are aware of payment issues.