Cash Receipts and Collections Coordinator

Cash Receipts and Collections Coordinator

Under the direction of the Director of Billing and Revenue, the Cash Receipts and Collections Coordinator is responsible for the accurate and timely posting of cash receipts, reconciliation of accounts, and ongoing monitoring and collections of client accounts receivable.

This role serves as a key point of contact in supporting positive client relationships by addressing billing and payment inquiries with professionalism, discretion, and a solutions-oriented approach. The ideal candidate demonstrates strong attention to detail, excellent communication skills, and the ability to collaborate effectively across departments.

RESPONSIBILITIES/

ESSENTIAL FUNCTIONS:

Cash Receipts & Posting

• Process and post daily cash receipts into the accounting system with a high degree of accuracy
• Report daily cash activity to Finance leadership
• Scan and maintain organized electronic records of all cash receipt documentation
• Perform daily and weekly cash reconciliations
• Research and resolve unapplied cash balances, including coordinating refunds when appropriate

Accounts Receivable & Client Collections Support

• Monitor accounts receivable aging and proactively follow up on outstanding balances in a professional and courteous manner
• Serve as a point of contact for clients regarding billing and payment inquiries
• Communicate with clients via phone and email to provide clarification, answer questions, and facilitate timely payment
• Maintain detailed and accurate records of client communications
• Collaborate with Billing and attorneys to resolve invoice questions or concerns
• Escalate complex or sensitive matters as appropriate, with a focus on preserving client relationships

Research & Issue Resolution

• Investigate and resolve client payment discrepancies with care and attention to detail
• Partner with internal teams to ensure accurate application of payments
• Apply retainer funds as directed
• Process A/R adjustments and write-offs in accordance with firm policies

Reporting & Support

• Assist with preparation of accounts receivable and work-in-progress reports, including aging and accruals
• Provide updates on account statuses and client communications as needed
• Support month-end and year-end close processes
• Participate in special projects and process improvement initiatives within the Accounting Department

KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong interpersonal and communication skills with a client-service focus
• Ability to communicate professionally and diplomatically in all interactions
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Strong problem-solving skills with a proactive, solutions-oriented mindset
• Ability to maintain strict confidentiality of sensitive financial information
• Proficiency in Microsoft Office (Word, Outlook, advanced Excel)
• Experience with accounting and billing systems (LMS, Elite, Aderant or similar)
• Ability to work both independently and collaboratively in a team-oriented environment
• Flexibility and willingness to learn and adapt in a dynamic environment

EDUCATION AND EXPERIENCE:

• High school diploma required;
  Associate’s or Bachelor’s degree in Accounting preferred
• 2+ years of accounting or accounts receivable experience
• Prior experience supporting collections or client account management preferred
• Law firm or professional services experience strongly preferred
• Experience with Aderant preferred

OTHER DUTIES AND EXPECTATIONS:

• This description outlines the basic requirements of this position. It is not intended to be a complete description as other duties may be assigned

The base salary for this position is expected to be between $65,000 to $75,000 annually. Actual salary will be determined based on skills, experience (to the extent…