• Accounts Receivable Coordinator

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    We are looking for an Accounts Receivable Coordinator to join our team in San Francisco, California. In this role, you will manage essential financial operations, ensuring accuracy and efficiency in accounts receivable and payable processes. This position requires strong organizational skills and a detail-oriented approach to support our accounting functions effectively. For immediate consideration, please contact Leon Chang directly via Linked-In.

    Responsibilities:

    Daily Cash Receipts: Processes and applies daily payments (checks, wires, ACH) to invoices or GL accounts; scans checks with backup; balances entries with deposits; manages held checks.

     

    Bank Deposits: Sorts checks by account, scans via remote deposit, prepares deposit slips for exceptions, and delivers deposits to the bank when needed.

     

    Client Refunds: Coordinates with attorneys to process overpayment refunds, ensuring appropriate documentation and authorizations; drafts cover letters as needed.

     

    File Maintenance: Maintains organized electronic records of all cash receipt activities, including trust transactions and overpayments; regularly audits files and archives annually.

     

    Reporting: Sends monthly trust reports to responsible partners; alerts attorneys of received retainers; maintains records and provides audit or financial information as needed; generates custom reports on request.

     

    Expense Entry: Inputs third-party expense credits into the accounting system with proper backup documentation.

     

    Client Account Management: Handles A/R write-offs, corrects misapplied payments, updates spreadsheets for complex accounts, and monitors unapplied cash; coordinates with Billing for accurate applications.

     

    Collections Support: Assists in collections during staff absence, including statement processing and database updates.

     

    Accounts Payable: Covers full AP functions when needed—invoice entry, reimbursements, vendor inquiries, and check runs.

     

    Team Collaboration: Upholds service standards, meets deadlines, assists with projects, and communicates professionally with clients.

     

    Trust Accounts: Manages daily trust transactions, ensures proper authorizations and documentation, and processes disbursements and new account setups.

    Requirements

    Experience: Minimum of 3 years in accounts receivable, preferably in a law or professional services firm.

     

    Education: High school diploma or GED required; coursework in accounting or business is a plus.

    Software Proficiency:

    + Skilled in Microsoft Office (Word, Outlook, Excel) and PDF handling.

    + Experience with Aderant or Elite billing systems and ARCS collections software preferred.

     

    Accounting Knowledge: Solid understanding of accounts receivable principles and related accounting concepts.

     

    Technical Skills: Accurate data entry and typing; proficient with 10-key by touch.

     

    Communication: Strong written and verbal communication skills with attention to grammar, spelling, and punctuation.

     

    Teamwork: Able to collaborate effectively and contribute proactively in a team setting.

     

    Time Management: Capable of managing multiple tasks, working under pressure, and meeting tight deadlines.

     

    Organization & Detail: Highly organized with strong attention to detail and interpersonal skills.

     

    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.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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 roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .