Accounts Receivable & Billing Specialist

Overview

• Manage accounts receivable and billing operations for a professional services firm, ensuring accurate financial records and efficient payment processing.
• Collaborate with internal teams and clients to resolve discrepancies and maintain positive relationships.
• Perform daily tasks such as invoicing, cash reconciliation, and monitoring overdue balances.
• Prepare and review financial reports, providing data analysis to management.
• Ensure compliance with billing procedures and oversee e-billing systems.
• Support the Billing Manager with updates and special accounting projects.
• Maintain confidentiality and accuracy in handling client financial information.

Key Responsibilities & Duties

• Process incoming payments, write-offs, and credit memos, ensuring timely application to client accounts.
• Reconcile accounts receivable ledgers, identifying and resolving discrepancies promptly.
• Monitor overdue invoices and assist with collection efforts, including client outreach.
• Respond to client inquiries regarding billing and payments, maintaining professional communication.
• Generate monthly accounts receivable reports and provide financial data to management.
• Manage firm credit card reports and ensure compliance with billing procedures.
• Process and edit monthly proformas and invoices, ensuring accuracy and timeliness.
• Assist with resolving e-billing rejections and system issues.

Job Requirements

• High School Diploma or equivalent required; Bachelor's Degree preferred.
• Minimum 5 years of accounts receivable and billing experience in a professional services firm or law firm.
• Proficiency in Microsoft Office Suite and legal billing software.
• Strong analytical skills and attention to detail for financial recordkeeping.
• Excellent written and verbal communication skills for client and team interactions.
• Ability to manage multiple tasks and competing deadlines effectively.
• Experience with financial data reconciliation tools and legal billing practices preferred.
• Knowledge of case management software and mid-sized law firm environments is advantageous.