The Accounting Liaison is a vital member of the team who works closely with leadership and consulting staff to ensure that invoices are paid promptly for consulting work delivered to clients. As part of the team, the candidate will be primarily responsible for billing and collection efforts that are critical to the company’s profitability. The employee will have the opportunity to interact with consultants and executive staff to identify billing opportunities as well as initiate and improve financial processes and activities. In addition to invoicing, the Accounting Liaison will be responsible for maintaining, and operating databases and also ensures that data is correctly stored and retrieved. They will also assist team with compliance related activities.

Key Responsibilities:

• Primarily responsible for client billing, accounts receivable collection, new business reporting, report distribution, and collaboration with other staff members to make financial information readily available.

• Sets up client accounts and billing parameters according to contract details

• Manages the administrative details of client accounts such as changes in fees, services provided, mailing address, etc. 

• Communicates effectively and articulately (both written and verbal) Works well with direction to meet objectives – demonstrating a strong sense of project ownership.

• The Liaison will provide assistance with compliance related activities and database maintenance.

Qualifications

Key Requirements: 

• Bachelor’s degree in accounting or business-related field or 2+ years of relevant work experience

• Experience in accounts receivable/billings, preferably within a service-oriented environment.

• Previous experience with Microsoft Dynamics a plus

• Skills/Traits

Demonstrates flexibility and the ability to set priorities and work on multiple projects with a high level of professionalism within a fast-paced environment.

• Excellent written and verbal communicator; proactive team player; organized and detail-oriented; strong technical/analytical and problem-solving skills; attention to details; takes initiative to focus on quality (accuracy is critical in billing)

We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.