Job Description:
Performs a variety of basic internal accounting tasks the firm generally related to the accounts receivable function.
Essential Duties/Responsibilities:
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Assists the Collection team – responsible for reaching out to clients and working to resolve their A/R issues.
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Completing forms, submitting invoices, and following up on client bankruptcy notifications.
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Monitoring and responding to EBilling inbox.
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Providing invoice details for client requests.
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Complete Billing Adjustments form for approval.
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Versapay Platform:
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Assists associates and clients with the invoice/payment platform Versapay.
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Fielding questions internally.
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Assistance with setting up client accounts, adding payment methods, making payments.
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Liaison to VP Customer Care.
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Monitoring email failures, updating VP and Workday with correct billing email(s).
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Workday Platform:
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Process reports as needed to perform A/R functions.
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Edit email address changes for new and existing clients from HALO ticketing system.
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Verify and manage appropriate changes to Versapay.
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Assist with adjustment processing.
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Fielding internal account balance questions.
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Required Skills/Abilities:
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Working knowledge of Microsoft Word and Excel sufficient to prepare correspondence and simple spreadsheet communication of data.
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Possesses a general understanding accounting practices such as would be acquired in a basic bookkeeping class.
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Able to distinguish between debits and credits and different types of accounts.
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Able to maintain data and process transactions in appropriate software programs.
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Demonstrated ability to transfer technical knowledge from one assignment to another.
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Knowledge of The Rehmann Group financial statement structure.
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Articulate in speech; communicates in a clear, fact-based manner.
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Asks concise, targeted questions in order to fulfill objectives and task completion.
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Ensures other associates and supervisors are informed of progress and significant project developments.
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Demonstrates ability to handle financial and other personal information in a confidential manner.
We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.
When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.
Rehmann is an Equal Opportunity Employer.
