Financial Services Representative – Collections

Kaufman Dolowich, recognized by U.S. News as one of the “Best Companies to Work For – Law Firms,” is seeking an enthusiastic and detail-oriented Financial Services Representative to join our Collections team in our Woodbury, Long Island office. This is a hybrid position, with 2–3 days per week required on-site.

The Financial Services Representative will be responsible for overseeing aging accounts receivable and ensuring the timely collection of outstanding payments. This role requires a strategic approach to collections, regular collaboration with attorneys and client service teams, and resolution of payment disputes. The ideal candidate is proactive, organized, and comfortable working in a fast-paced, client-facing environment.

Key Responsibilities:

• Develop and implement tailored collections strategies using BillBlast and Coyote
• Review and reconcile billing, AR, and WIP data to resolve discrepancies and assess credit risk
• Communicate with clients to obtain payment commitments, resolve issues, and negotiate arrangements
• Maintain accurate and detailed records of collection activities and follow-ups
• Monitor e-bill statuses and prepare AR and collections reports for management review
• Partner with the Sr. Revenue Manager to manage portfolios and improve collections performance
• Ensure adherence to firm policies and escalate issues when appropriate
• Contribute to process improvements, special projects, and departmental initiatives
• Mentor and assist junior staff as needed
• Perform other duties as required to support firm operations

• Bachelor’s degree and/or equivalent experience with college-level accounting coursework
• Minimum of 10 years of collections experience
• At least 3 years of billing or collections experience in a law firm
• Experience with insurance carriers and knowledge of SIRs/deductibles strongly preferred
• Experience with BillBlast highly preferred
• Strong attention to detail, ability to work independently, and excellent follow-through
• Strong analytical skills; intermediate Excel skills (V-Lookup, Pivot Tables) required
• Excellent communication skills and the ability to interact with attorneys, staff, and clients
• Strong ability to multi-task, prioritize, and manage competing deadline

Compensation & Benefits:

• Target Hiring Range: $75,000 – $95,000
  Please note that the stated salary range is an estimate and does not guarantee a specific offer. Actual compensation will be determined based on market location, as well as the candidate’s experience, skills, and job-related qualifications. Base salary represents just one component of the comprehensive Total Rewards package offered by Kaufman Dolowich, which also includes a discretionary bonus program and a robust benefits offering for full-time employees.
• Comprehensive benefits package, including medical, dental, vision, 401(k), and more
• Career development opportunities in a supportive and inclusive work environment

Kaufman Dolowich is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other protected status under applicable law.