Accounts Receivable Coordinator

The Phoenix Group; Irvine (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

The Phoenix Group Advisors is seeking an Accounts Receivable Coordinator in Irvine, CA to manage AR reviews, reconciliations, and collection monitoring. You will collaborate with attorneys, clients, auditors, and external collection counsel to resolve discrepancies and maintain accurate account records.

Key qualifications include 5+ years of AR experience, advanced Excel, strong communication, and familiarity with Aderant or similar legal accounting software. A degree is preferred.

Qualifications

• Five or more years of AR experience and solid accounting knowledge.
• Advanced Excel skills for complex analysis and reporting.
• Excellent written and verbal communication with clients and attorneys.
• Highly organized with ability to manage multiple priorities.

Responsibilities

• Prepare statistical and management reports and conduct AR reviews.
• Perform account reconciliations, research, and financial analyses.
• Identify overdue accounts, monitor collections, and communicate next steps to attorneys.
• Respond to inquiries and resolve account discrepancies.
• Coordinate external collection referrals and bankruptcy-related proofs of claim.
• Prepare documentation for audits and respond to requests.

Skills

Accounts Receivable (AR) experience

Advanced Excel

Communication skills

Detail-oriented

Deadline-driven

Education

Associate’s or Bachelor’s degree

Tools

Aderant or comparable legal accounting software

Job description

The Accounts Receivable Coordinator will manage daily accounts receivable reviews, reconciliations, collection monitoring, account research, and financial analysis. This role partners with attorneys, clients, internal stakeholders, auditors, and external collection counsel to resolve discrepancies, support compliance, and maintain accurate account records.

Key Responsibilities

• Prepare statistical reports, customized financial reports, account analyses, and other management reporting.
• Conduct Accounts Receivable (AR) reviews, account reconciliations, financial analyses, and account research.
• Identify overdue accounts, monitor collection activity, and communicate findings and recommended next steps to attorneys.
• Respond to client and internal inquiries while investigating and resolving account discrepancies.
• Prepare documentation for fee dispute resolution in accordance with established policies and procedures.
• Coordinate referrals of delinquent accounts to external collection counsel when appropriate.
• Prepare bankruptcy-related proofs of claim and monitor outstanding bankruptcy matters.
• Compile information and coordinate responses to audit requests.
• Manage client statements requiring special handling, billing holds, or account-specific payment arrangements.
• Review trust account balances and process appropriate transfers in accordance with internal policies.
• Review new matter documentation for compliance with internal approval guidelines.
• Participate in committee meetings, prepare meeting minutes, and follow up on related inquiries.

Core Qualifications & Requirements

• Minimum of five years of Accounts Receivable (AR) experience.
• Strong understanding of accounting principles, AR procedures, account reconciliation, and collection processes.
• Advanced Microsoft Excel skills, including the ability to analyze and report financial information.
• Excellent written and verbal communication skills for interacting with clients, attorneys, internal teams, and external partners.
• Highly organized and detail-oriented, with the ability to manage competing priorities.
• Ability to work efficiently in a deadline-driven environment while maintaining accuracy and attention to detail.

Nice-to-Have Qualifications

• Prior law firm accounting or legal Accounts Receivable experience.
• Associate’s or bachelor’s degree.
• Experience with Aderant or comparable legal accounting software.

Core Technical Skills

• Accounts Receivable (AR), collections, account reconciliation, financial analysis
• Client statements, billing holds, fee disputes, trust accounting, account transfers
• Bankruptcy proofs of claim, audit requests, compliance documentation
• Microsoft Excel, advanced spreadsheets, statistical and customized financial reporting
• Aderant or comparable legal accounting software

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.