Credit and Collections Manager

Milwaukee Succeeds; Milwaukee (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Milwaukee Succeeds is seeking a Credit and Collections Manager to lead accounts receivable and collections, oversee credit analysis, billing, and revenue cycle management. You will partner with clients and internal teams to resolve issues and strengthen cash flow.

This role requires detail-oriented leadership with accounting/finance experience, sound judgment, and clear client communication. The ideal candidate will supervise a team and enhance financial operations within a premier Milwaukee

Qualifications

• Detail-oriented leader with accounting and finance experience.
• Strong knowledge of accounts receivable and credit analysis.
• Experience with GAAP and SOX compliance is valued.
• Proficiency with Microsoft Office and Excel.

Responsibilities

• Supervise, train and evaluate team members; manage workflow and client service to resolve discrepancies.
• Provide clear, timely resolution to help clients understand their accounts and maintain accurate records.
• Manage collections priorities with attorneys; review aging accounts and assess credit risk.
• Oversee billing, cash application, account reconciliation, journal entries, and accurate data entry; review debits/credits.
• Analyze receivables and collection trends using Excel; share findings with stakeholders.
• Oversee IOLTA trust account reconciliations and stay current on applicable rules and regulations.
• Support Controller and CFO in banking relationships.

Skills

Accounting

Accounts receivable

Credit analysis

Analysis skills

Math

Financial concepts

Client communication

Customer service

Phone etiquette

Tools

Microsoft Excel

Billing software

3Elite software

Accounting software

Financial software

Job description

Tremendous opportunity to join one of Milwaukee's premier firms as a Credit and Collections Manager, where you will lead accounts receivable management and collections account management while supporting accurate, timely financial operations. You’ll oversee credit analysis, account reconciliation, billing, and revenue cycle management, partnering with clients and internal teams to resolve issues and strengthen cash flow. This role suits a detail-oriented leader with accounting and finance experience, sound judgment, and clear client communication.

Responsibilities

• Supervise, train and evaluate team members and and manage work flow, customer service, and clients to resolve discrepancies.
• Provide clear, timely resolution helps clients understand their accounts and helps the organization maintain accurate financial records.
• Manage collection priorities along with attorneys on a case-by-case basis, review aging accounts, assess credit risk, and coordinate appropriate follow-up.
• Oversee billing, cash application, account reconciliation, journal entries, and accurate data entry; review debits and credits and double-entry bookkeeping.
• Analyze receivables and collection trends using spreadsheets, Excel formulas, and Excel data analysis; share findings with stakeholders.
• Oversee the Firm's IOLTA trust account, including reconciliations, and maintain current knowledge of riles and regulations.
• Maintain reliable accounting systems and financial software, and support compliance with Generally Accepted Accounting Principles (GAAP) and the Sarbanes-Oxley Act (SOX).
• Support the Controller and CFO in managing banking relationships.

Skills

• Essential: Accounting, accounts receivable, credit analysis, analysis skills, math, financial concepts, client communication, customer service, and professional phone etiquette.
• Essential: Proficiency with Microsoft Office, especially Excel; experience with billing software, accounting software 3Elite software, financial software, and spreadsheets
• Preferred: Legal or other service industry strongly preferred
• Knowledge of revenue cycle management, telemarketing, and accounts receivable management is useful; experience with accounting systems, journal entries, and debits and credits is valued.

Background and credit checks will be done