Manage accounts receivable processes, monitor aging balances, follow up on overdue invoices, process and reconcile payments, resolve billing discrepancies, and prepare monthly collections and performance reports. The role requires client communication, payment negotiation, analytical skills, and collaboration with internal teams to support cash flow and minimize receivables risk.
In this role, you will be responsible for managing and optimizing our accounts receivable processes, ensuring timely collection of outstanding payments, and supporting our overall cash flow objectives. This role requires excellent communication, analytical, and negotiation skills to manage customer relationships effectively while minimizing overdue accounts.
QualificationsEssential Functions
- Monitor accounts receivable balances to maintain accurate aging reports and identify overdue accounts.
- Actively manage customer accounts to ensure timely and consistent follow-up on outstanding invoices.
- Communicate directly with clients via phone and email to address overdue payments and resolve any payment discrepancies.
- Process incoming payments and apply them to appropriate accounts, ensuring accuracy and compliance with internal policies.
- Reconcile accounts receivable ledger to ensure all payments are accurately recorded and accounted for in the system.
- Prepare monthly reports on accounts receivable status, collections progress, and key performance metrics.
- Collaborate with internal teams to address billing issues, disputes, and other payment-related inquiries.
Required Skills and Qualifications:
- Associate or Bachelor’s degree in Accounting, Finance, or related field preferred.
- Minimum of 2 years of experience in accounts receivable, collections, or a similar financial role.
- Proficiency in accounting software.
- Strong working knowledge of Microsoft Office Suite, especially Excel, for data analysis and reporting.
- Knowledge of basic accounting principles and general ledger reconciliation.
Core Competencies:
- Negotiation Skills: Ability to professionally negotiate payment terms and resolve client disputes effectively.
- Communication: Strong verbal and written communication skills, with the ability to handle sensitive client interactions tactfully.
- Attention to Detail: High level of accuracy in processing and reconciling accounts to avoid discrepancies.
- Problem-Solving: Proactive in identifying and addressing collection challenges to minimize receivables risk.
Work Environment:
- This position is hybrid offering four remote workdays per month.
- The office environment is professional, collaborative, and focused on supporting high-stakes legal work in a law firm.
- Overtime may be required on an as-needed basis.
Similar Jobs
3 Hours Ago
Food • Social Impact
Processes accounts receivable, medical and city billings, incoming payments, invoices, deposits, journal entries, reconciliations, and financial reports. Supports accounts payable, audits, grant applications, cost allocation, CDBG contract billing, donation deposits, and month-end activities. Requires collaboration with internal teams, vendors, agencies, and outside entities while maintaining accurate records and meeting strict deadlines.
Top Skills:
Dynamics 365 Business CentralErp SystemsExcelMicrosoft CopilotMicrosoft Office SuiteOutlookWord
Legal Tech
Manages client accounts receivable, communicates about outstanding invoices, resolves payment discrepancies, reviews aging reports, processes approved write-offs, documents client communications, and escalates collection issues. Collaborates with attorneys, administrators, billing teams, management, and collection committees while maintaining accurate records and meeting deadlines.
Top Skills:
ArcsCounsellinkE-Billing PlatformsEliteLegal TrackerExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft WordT360Ukg
_0.png)
eCommerce • Kids + Family • Retail • Sales • Design • Manufacturing
Manage end-to-end accounts payable and receivable functions, including invoice processing, payment posting, reconciliations, collections, chargebacks, reporting, tax compliance, general ledger maintenance, and audit support. Prepare financial statements and analyze AR aging while collaborating with customers, vendors, sales teams, management, and external auditors. Ensure accurate records and compliance with GAAP and applicable accounting regulations.
Top Skills:
ConcurDatabricksExcelNavisionShopifySigma
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
