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Account Representative/Collections Billing Specialist Dallas63849312971905120

Workable

Account Representative/Collections Billing Specialist Dallas

The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for ensuring high levels of engagement, satisfaction, and retention. This role demands a proactive approach to client relationship management, including regular communication, conflict resolution, upsell opportunities, and cross-functional collaboration to meet client needs. A critical focus includes ensuring contract compliance, financial accountability, and full transparency with clients during key legal milestones.An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers. Account Representative Responsibilities: Client Relationship Management Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement. Build and maintain strong relationships with clients by offering support, solutions, and timely updates. Conduct scheduled check-ins to assess client satisfaction and address concerns proactively. Meet with clients at designated stages of their case—such as mediations, depositions, arbitrations, and trial—to ensure transparency, preparedness, and understanding of both legal and financial expectations. Engage in heavy client communication using multiple channels, including verbal (calls and meetings), written (emails, letters), and texting, using platforms like Clio, client portals, and secure messaging tools. Account Oversight & Communication Monitor all assigned client accounts to ensure legal service delivery is on track. Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems. Ensure accurate documentation of all client interactions in CRM and case management systems. Maintain high client engagement through personalized communication, case status updates, and milestone celebrations. Requirements Account Representative/Collections (Billing Department) Requirements: 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services) Strong verbal and written communication skills across phone, email, and text platforms Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms Demonstrated ability to manage multiple accounts and prioritize effectively Proficient in Excel Benefits 401(k) Dental insurance Health insurance Life insurance Vision insurance Schedule: 8 hour shift 40-hour work week Weekends as needed Equal Opportunity Statement: We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.

Dallas, TX, USA

Negotiable Salary

Account Representative/Collections Billing Specialist63848987023745121

Workable

Account Representative/Collections Billing Specialist

The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for ensuring high levels of engagement, satisfaction, and retention. This role demands a proactive approach to client relationship management, including regular communication, conflict resolution, upsell opportunities, and cross-functional collaboration to meet client needs. A critical focus includes ensuring contract compliance, financial accountability, and full transparency with clients during key legal milestones.An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers. Account Representative Responsibilities: Client Relationship Management Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement. Build and maintain strong relationships with clients by offering support, solutions, and timely updates. Conduct scheduled check-ins to assess client satisfaction and address concerns proactively. Meet with clients at designated stages of their case—such as mediations, depositions, arbitrations, and trial—to ensure transparency, preparedness, and understanding of both legal and financial expectations. Engage in heavy client communication using multiple channels, including verbal (calls and meetings), written (emails, letters), and texting, using platforms like Clio, client portals, and secure messaging tools. Account Oversight & Communication Monitor all assigned client accounts to ensure legal service delivery is on track. Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems. Ensure accurate documentation of all client interactions in CRM and case management systems. Maintain high client engagement through personalized communication, case status updates, and milestone celebrations. Requirements Account Representative/Collections (Billing Department) Requirements: 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services) Strong verbal and written communication skills across phone, email, and text platforms Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms Demonstrated ability to manage multiple accounts and prioritize effectively Proficient in Excel Benefits 401(k) Dental insurance Health insurance Life insurance Vision insurance Schedule: 8 hour shift 40-hour work week Weekends as needed Equal Opportunity Statement: We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.

Arlington, TX, USA

Negotiable Salary

Financial Planning and Analysis (FP&A) - SAP CO Specialist (EM7094)63848669621377122

Workable

Financial Planning and Analysis (FP&A) - SAP CO Specialist (EM7094)

Samsung SDS plays a leading role in the global logistics market with unique logistics services. With its innovative IT technology, SDS developed the integrated logistics solution called “Cello” in 2010, started its logistics business in 2012 and expanded its logistics business with Business Process Outsourcing. As Korea’s no.1 IT service provider, Samsung SDS has completed a number of SCM/logistics consulting and system development projects for the last 30 years. Based on the extensive experience and expertise it built over the years, Samsung SDS started to provide tech-based logistics services in 2012 and has now grown into a global top-level third-party logistics company. This position will be working closely with various departments including Accounting, Finance, Operations, and others to solve complex problems that directly impacts Samsung SDSA financial reporting. The successful candidate will drive business insight through data analysis and leading to implementation of actions to improve processes, detailed reviews of operating expenses, and headcount forecasting. This position will be part of tackling cost improvement initiatives and create standard reporting to help leaders make spending and headcount decisions across the organization. The position will be part of cross-functional projects and will require an individual who is motivated to make an impact. To learn more about Samsung SDS America, Inc. please visit https://www.samsungsds.com/en/logistics/logistics.html Responsibilities: SAP CO module operation: Specialized in SAP CO (Controlling) module. Perform SAP system operation during month-end closing, forecasting and annual business planning. Download, upload financial reports and files. Maintain allocation cycle, run closing allocation, and trouble-shooting system issues. Financial Reporting and Analysis: Assist in the preparation of month-end financial and CO closings, ensuring accuracy and compliance with regulations. Conduct thorough examination and analysis of financial statements to identify discrepancies and areas for improvement through variance analysis. Business Insight and Reporting: Deliver insightful financial reports to management, providing valuable business insights to optimize revenue and control cost. Regularly monitor and report financial key performance indicators (KPIs) to track performance and identify areas for improvement. Budget Control and Planning: Monitor and analyze budget control, investment planning, and cost center budget performance, providing recommendations for optimization. Assist in the preparation of monthly financial forecasts and annual business planning and budgeting processes. Business Planning Support: Provide support for regular business planning cycles, collaborating with cross-functional teams to align financial objectives with strategic goals. Ad-Hoc Reporting and Communication: Generate ad-hoc reports on financial metrics as required, providing timely insights to support decision-making. Facilitate communication between Regional Headquarters (RHQ) in the US and Headquarters (HQ) in Korea, ensuring effective information exchange and coordination. Requirements Requirements/Qualifications: Bachelor's degree in finance, accounting, or related field required Proven experience in financial analysis, reporting, and budget management. Strong analytical skills with the ability to interpret complex financial data and provide actionable insights. Proficiency in financial software and tools (e.g., SAP CO Module) and advanced Excel skills. Excellent communication and interpersonal skills, with the ability to interact effectively with stakeholders at all levels. Detail-oriented with a commitment to accuracy and compliance. Ability to work effectively under pressure and meet tight deadlines. Proactive attitude with a continuous improvement mindset. Location: 3033 W. President George Bush Hwy, Suite 250, Plano, TX 75075 (Onsite) Preferred 2+ years of experience preferred in Logistics 3PL industry. Understanding of Logistics Business Operations Knowledge of and work experience with SAP CO Module Benefits Samsung SDSA offers a comprehensive suite of programs to support our employees: Top-notch medical, dental, vision and prescription coverage Wellness program Parental leave 401K match and savings plan Flexible spending accounts Life insurance Paid Holidays Paid Time off Additional benefits Samsung SDS America supports your professional development and growth in your future career. Samsung SDS America, Inc. is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, status as a protected veteran, marital status, genetic information, medical condition, or any other characteristic protected by law.

Plano, TX, USA

Negotiable Salary

Workable

Senior Associate - Tax

Senior Associates work on client engagements in a variety of industries and lines of business, assist on larger client engagements, and perform most work assigned with a minimum level of assistance. They train and lead Associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Senior Associates must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. Prepare individual, corporate, partnership and other tax returns Prepare audits, reviews, compilations, and other assurance services for clients Prepares financial statements, related disclosures, and other required reports Provide technical advice and planning services Use excellent judgment and analysis to make recommendations to clients during year-end and general tax planning Provide feedback to Managers, Senior Managers and Shareholders Participate in the area of business development Work as part of a team to provide tax accounting services for clients Assume responsibility for completion of tax returns under supervision of Accountant in Charge Oversee and review work of Associates including training and mentoring Utilize cloud-based technology and other tax software Requirements Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 3+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license or working towards obtaining preferred Understanding of Federal and State tax laws and regulations Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Dallas, TX, USA

Negotiable Salary

Workable

Manager-Tax/Audit

Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement.  Managers must have strong communication skills as they interact with both the client and firm team members. They also must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.  They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Works as part of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to high level business tax and individual income tax returns Tax: Advises clients regarding a full spectrum of tax services Tax: Oversees complex tax research projects Tax: Manages tax accounting projects to meet client needs within a specified time frame Audit: Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversees and reviews work of Senior Associates and Associates including training and mentoring Uses excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manages client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provides feedback to Senior Managers and Shareholders Participates in the area of business development Utilized cloud-based technology and other audit software Seeks out opportunities to improve the client relationship and cross sell other BMA services Requirements Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 5+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Dallas, TX, USA

Negotiable Salary