Cash Receipts Coordinator

Description

We are looking for a Cash Receipts Coordinator to join our client in Walnut Creek, California in a Contract to Permanent capacity. The role focuses on applying incoming payments accurately, resolving exceptions, and helping reduce unapplied cash through careful research and clear follow-up. Success in this position requires sound judgment, strong communication skills, and comfort working with high-volume financial transactions across multiple systems.

Responsibilities:

- Review daily incoming electronic payments and other deposits, then record them accurately in the appropriate financial systems.

- Match receipts to the correct client matters and open invoices by analyzing payment details and supporting documentation.

- Investigate unapplied or unclear transactions by contacting clients, insurance representatives, attorneys, and collections partners to confirm payment ownership.

- Enter cash receipt activity into the accounting platform using daily bank reporting and transaction summaries.

- Process physical checks and ensure each payment is documented and posted correctly.

- Resolve duplicate or disputed payment issues through research, outreach, and follow-through with relevant stakeholders.

- Support the team in reducing outstanding unapplied cash by maintaining organized records and advancing unresolved items to completion.

- Navigate Excel, legal ERP tools, and external insurance or vendor portals to gather information and update payment activity efficiently.

Requirements

- At least 1 year of relevant work experience; prior accounting experience is helpful but not required.

- Strong verbal communication skills with the ability to work effectively with attorneys, insurance contacts, collectors, and internal teams.

- Comfortable handling research-driven, detail-oriented administrative work in a high-volume environment.

- Ability to remain composed and courteous when interacting with assertive personalities and multiple stakeholders.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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