Accounts Receivable Specialist
425 Market St San Francisco, CA 94105 US
Job Description
This role can be based in San Francisco, Palo Alto, Los Angeles or San Diego.
Role Responsibilities
- Process domestic and international client payments.
- Oversee unapplied receipts, collaborating with billing and collections teams to ensure proper application.
- Provide reports on client collection activities to firm management.
- Participate in user acceptance testing for the Elite 3E financial system.
- Manage the credit card acceptance program.
- Oversee the unclaimed property program related to cash receipts and client retainer deposits.
- Administer the staff receivables program.
- Support the month-end financial close and the annual financial audit.
- Update process documentation for Accounts Receivable and Client Trust operations.
- Adhere to and understand the firm's operations, policies, and procedures.
Candidate Requirements
- Bachelor’s degree in Accounting or Finance (B.A. or B.S.).
- At least 5 years of accounting experience with a proven track record of career growth.
- Proficient in Microsoft Office Suite.
- Experience in an Am Law 100 law firm is preferred.
- Familiarity with the Elite 3E financial system is a plus.
- Knowledge of State Bar regulations regarding client trust accounts is preferred.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.