Credit & Collections Manager

Responsibilities

• Evaluate client creditworthiness and support the development of firm-wide credit policies
• Recommend and maintain credit limits and monitor client exposure
• Manage the collections process for outstanding accounts, including direct client outreach
• Partner with Managing Directors and Project Managers to review outstanding accounts and align on collection strategies
• Collaborate with Billing and Treasury to resolve client disputes and short payments
• Monitor and report on key AR metrics, including Days Sales Outstanding (DSO), aging reports, and collection trends
• Provide insights and recommendations to improve cash flow and reduce write-offs

Requirements

• 4–7 years of experience in credit, collections, or accounts receivable
• Experience in a professional services environment (e.g., legal, consulting)
• B2B experience preferred
• Strong communication and negotiation skills for interacting with senior stakeholders and clients
• Analytical mindset with experience reviewing financial data and AR reports
• Bachelor’s degree in Finance, Accounting, Business, or a related field preferred

Preferred Qualifications

• Experience with ERP or financial systems such as Workday or NetSuite
• Experience working with international clients and stakeholders
• Proven ability to build and implement new processes from the ground up
• Strong attention to detail and a process improvement mindset

About the Company

Secretariat is a rapidly growing elite team of professionals trusted in high-stakes legal, risk, and regulatory matters around the world. We work with renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial and strategic business decisions.