Client Accounting and Revenue Coordinator

Collections & Client Account Management

• Monitor aging accounts receivable and support collection efforts in partnership with attorneys and firm leadership.
• Prepare client account analyses, aging reports, and payment status updates.
• Communicate professionally with clients regarding invoice status, payment inquiries, and account balances.
• Partner with attorneys and clients to resolve payment allocation questions and outstanding account issues.
• Support initiatives to improve collection performance and reduce aged accounts receivable balances.

Cash Application & Accounts Receivable

• Process and apply client payments, ACH transactions, wire transfers, and check receipts accurately and timely within the firm's accounting system.
• Perform daily cash application activities while maintaining accurate transaction records.
• Research and resolve unapplied cash, payment discrepancies, short pays, overpayments, and account variances.
• Reconcile client account balances and investigate billing and payment exceptions.
• Ensure all cash receipts are properly recorded and reconciled to client and general ledger accounts.
• Maintain the integrity and accuracy of client financial records and payment history.

Billing & Revenue Management

• Partner with attorneys to manage monthly billing processes, work-in-progress (WIP), and accounts receivable.
• Prepare and distribute attorney billing reports, WIP reports, accounts receivable reports, and collection activity summaries.
• Cook up invoice preparation, review, and submission.
• Manage client electronic billing (e-billing) platforms and ensure compliance with client billing guidelines.
• Research and resolve billing issues, invoice rejections, and client inquiries.
• Monitor billing status and assist attorneys in achieving timely invoice submission and payment collection goals.
• Analyze billing trends and recommend process improvements to enhance efficiency and client service.

Reporting

• Analyze billing, collection, and payment data to identify trends, risks, and opportunities for improvement.
• Maintain data integrity within accounting and billing systems.
• Support special projects related to revenue management, process improvement, and operational efficiencies.

Client Service & Team Collaboration

• Provide responsive support to attorneys, staff, clients, and vendors.
• Develop trusted working relationships across practice groups and Administration.
• Cross-train and provide backup support for other accounting functions as needed.
• Participate in special projects and process improvement initiatives.
• Contribute to a culture of accountability, teamwork, and exceptional client service.

Qualifications:

• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Minimum of 2-5 years of experience in billing, accounts receivable, cash application, accounting, or revenue management.
• Experience processing high-volume cash receipts, payment posting, reconciliations, and accounts receivable activities preferred.
• Law firm or professional services accounting experience strongly preferred.
• Experience with electronic billing platforms and accounting software preferred.
• Experience with SurePoint or similar legal accounting software is a plus.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Experience with cash application processes, payment reconciliation, and accounts receivable management.
• Understanding of accounting principles related to billing, collections, and cash receipts.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Able to multi-task and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong customer service orientation and professional presence.
• Able to work independently while contributing to a collaborative team environment.
• Able to maintain confidentiality and exercise sound judgment.

Sands Anderson is an Equal Opportunity Employer and Drug-Free Workplace
Salary Range: $60,000 To $80,000 Per Year