Accounts Receivable Specialist

$62,400 - $72,800/Yr

Kahana & Feld,Llp - Irvine, CA

posted 3 months ago

Full-time - Mid Level
Irvine, CA
Professional, Scientific, and Technical Services

About the position

The Accounts Receivable Specialist at Kahana & Feld LLP is a vital role responsible for managing financial processing and transactions within the organization. This position involves daily bookkeeping and recordkeeping, processing customer payments, and collaborating with internal stakeholders, clients, and vendors to ensure smooth payment processing. The specialist will also be tasked with following up on past due balances, ensuring that the company maintains healthy cash flow and client relationships. In this role, the specialist will accurately apply deposits and payments to client accounts, ensuring that all transactions are properly credited. They will monitor accounts to identify outstanding debts and generate aging reports for management review. The position requires proactive communication with clients, adjusters, and Third-Party Administrators to resolve payment status issues and discrepancies. Additionally, the specialist will recommend process improvements to optimize the accounts receivable workflow and research eBilling platforms such as Tymetrix, Legal-X, and CounselLink to track invoice payment statuses. The role also includes assisting Billing Specialists in resolving billing issues within eBilling portals. This position is essential for maintaining the financial health of the firm and requires a detail-oriented individual who can manage multiple tasks efficiently while ensuring accuracy in financial reporting and client communications.

Responsibilities

  • Accurately apply deposits and payments to client accounts, ensuring proper crediting and resolving discrepancies promptly.
  • Monitor accounts to identify outstanding debts and generate aging reports for management.
  • Follow up with clients, adjusters, or Third-Party Administrators regarding payment status and issues.
  • Recommend process improvements to optimize the accounts receivable process.
  • Research eBilling platforms (i.e., Tymetrix, Legal-X & CounselLink) for invoice payment status.
  • Assist Billing Specialists with resolving billing issues in eBilling portals.

Requirements

  • 3-5 plus years of experience in Accounts Receivable.
  • Proficiency in Microsoft Excel for at least 6 years.
  • Experience with accounting software for at least 5 years.
  • Mid-level accounting experience for at least 3 years.
  • General accounting experience for at least 4 years.

Benefits

  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Life insurance
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