Accounting Coordinator; Billing & Collections

Position: Accounting Coordinator (Billing & Collections)
Job Type

Full-time

Description

Greer Walker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.

Greer Walker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at Greer Walker.

SUMMARY:

The Firm Accounting Coordinator is responsible for supporting partners and managers in the client billing and collection process. Key duties include preparing client invoices, posting payments, maintaining client accounts, resolving billing inquiries, and ensuring timely collection of payments. This role requires strong attention to detail, strong communication and organizational skills, and the ability to work collaboratively with others in the firm.

JOB RESPONSIBILITIES:

Invoicing

• Coordinate with firm partners and managers to prepare client invoices for services rendered.
• Monitor work in process to ensure work is billed timely.
• Serve as final review for client billing initiated by other staff to ensure accuracy and compliance with billing policies.

Payment Processing

• Post and reconcile incoming payments to client accounts.
• Coordinate with accounting manager to ensure accurate reporting of receipts.

Client Account Maintenance

• Update and maintain client accounts with accurate contact information and staff assignments.

Collections

• Monitor accounts receivable for past due balances.
• Issue reminders and follow-up with clients as needed.
• Keep partners and managers informed of account status and coordinate collection efforts when needed.

Client Support

• Respond to client inquiries regarding invoices and payments in a professional and timely manner.

General Accounting Duties

• Support month-end closing processes related to billing and receipts.
• Provide reporting upon request to interested parties.
• Monitor staff time reporting for completeness and follow up as needed at close of billing periods.
• Assist with the firm's accounts payable process and vendor maintenance.
• Other duties as required.

Requirements

CANDIDATES MUST POSSESS THE FOLLOWING:

• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field (preferred but not required)
• Knowledge of accounting principles
• Proficient with Microsoft Office (Excel, Word, and Outlook) at a minimum, more applications, including Adobe, preferred
• High attention to detail
• Self-starter with problem solving skills
• Ability to manage time effectively and meet deadlines
• Ability to multi-task and to work independently with minimal supervision
• Strong interpersonal and relationship building skills
• Team player with a positive "can-do" approach

WORKING CONDITIONS:

Able to work overtime throughout the year as needed with potential for heavier overtime required during certain business cycles.

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.

This position description is not a contract for employment and Greer Walker LLP reserves the right to revise this description at any time.

EOE

No Agencies Please