Audit and Collections Analyst

Latitude Inc • Rockville, MD • 6h ago

Job Title: Audit & Collections Analyst

Position Summary

The Audit & Collections Analyst is responsible for ensuring audit and collections activities are completed accurately, efficiently, and in accordance with governing trust documents. This role handles highly confidential matters and requires a strong working knowledge of organizational policies, procedures, and collective bargaining agreements. The analyst works closely with auditors, employers, attorneys, and internal stakeholders to resolve delinquencies, process audits, and support collection efforts.

Key Responsibilities

Prepare and distribute audit announcement letters and update internal databases and accounting records for tracking

Collect, organize, and provide documentation required for assigned audits; monitor and follow up on incomplete audits

Process completed audits in internal systems and notify employers of audit results and any delinquent contributions

Review auditor invoices for accuracy

Process payments related to audits and delinquent accounts

Prepare and distribute delinquency notices

Communicate with employers regarding delinquency notices and assist in resolving outstanding issues

Provide administrative support to legal counsel related to collections activities

Ensure pension overpayments are submitted for payment and track status to completion

Review progress reports to identify delinquent monthly payroll report filings and address affected accounts

Serve as a representative when working with external parties such as attorneys, fund administrators, and collection professionals to negotiate payments and services

Conduct follow-up with employers, negotiate repayment terms, and prepare repayment agreements

Refer delinquent accounts to legal counsel in accordance with established guidelines

Track accounts under legal review and maintain accurate status updates

Identify employer overpayments and make recommendations to senior staff

Perform other related duties as assigned

Required and Preferred Qualifications

Three or more years of experience in a related field preferred

Bachelor’s degree or equivalent professional experience preferred

Experience with Taft-Hartley Trust Funds or auditing strongly preferred

Strong written and verbal communication skills

Ability to manage complex and sensitive issues with professionalism, flexibility, and a cooperative approach

Demonstrated responsiveness to operational leaders and stakeholders to support informed decision-making

Proven ability to investigate issues, gather supporting documentation, and collaborate with participants, vendors, and internal teams to resolve matters effectively

$65,000 - $75,000 a year

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