Accounts Receivable Specialist

UB Greensfelder LLP; Cleveland (OH); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with employer contribution

Disability insurance

Life insurance

Well-being programs

Paid parental leave

Job summary

UB Greensfelder LLP in Cleveland, OH is seeking a full-time Accounts Receivable Specialist to join the Accounting team in the Cleveland office. In this role you will perform day-to-day financial transactions, record and apply payments, handle trust and unapplied monies, and assist billing while ensuring adherence to firm policies.

Strong data entry, Excel skills, and attention to detail are essential for success.

Qualifications

• Associate degree in Accounting, Finance or Business preferred.
• Minimum 2 years' work experience in a professional services or law firm setting.
• Excellent analytical, problem solving and decision-making skills.

Responsibilities

• Record and apply incoming payments daily (checks, wires, ACH, credit card, lockbox).
• Contact clients regarding short pays and unidentified receipts; make daily bank deposits.
• Deposit and post Trust transactions in accordance with Firm policies.
• Assist billing with movement of unapplied/trust monies, payment reversals, etc.
• Analyze unapplied and trust accounts for possible applications.
• Send out daily cash collection reports to upper management outlining fees collected on a particular day

Skills

Analytical skills

Customer service

Time management

Data entry

Communication

MS Office/Excel

Aderant experience

Education

Associate degree in Accounting/Finance/Business

Tools

Aderant

MS Office (Excel)

Job description

Location: Cleveland,OH

Department: Cleveland

Position Type: Full Time

UB Greensfelder LLP has an opening for a full-time Accounts Receivable Specialist as part of the Accounting team to work in the Cleveland office.

Job Summary:

Perform day to day financial transactions including entering, posting, recording and filing accounts receivable data in compliance with financial policies and procedures.

Essential Duties and Responsibilities:

• Record and apply incoming payments including checks, wires, ACH, credit card, and lockbox activity daily.
• Contact clients regarding all short pays, overpayments, and research of unidentified receipts. Make daily bank deposits.
• Deposit and post Trust transactions in accordance with Firm policies.
• Assist billing with movement of unapplied/trust monies, payment reversals, etc.
• Analyze unapplied and trust accounts for possible applications.
• Send out daily cash collection reports to upper management outlining fees collected on a particular day

Skills/Knowledge/Abilities:

• Associate degree in Accounting, Finance or Business preferred with a solid understanding of basic accounting principles.
• Minimum of 2 years' work experience in a professional services or law firm setting.
• Excellent analytical, problem solving and decision-making skills.
• Excellent customer service skills in researching and responding to customer needs.
• Excellent organizational, stress and time management skills; demonstrates a sense of urgency and ability to meet deadlines.
• Excellent data entry skills, high degree of accuracy, attention to detail and confidentiality.
• Effective communication skills, both written and verbal.
• Proficiency in MS Office, including entering and manipulating excel spreadsheets, is required.
• Aderant experience is a plus

Physical Requirements and Working Conditions:

• Regular and reliable in-office attendance
• Must enjoy working in a fast pace cubicle environment.
• Normal office environment with little exposure to excessive noise, dust, temperature.
• Ability to occasionally lift 10-15 pounds.
• Regularly spend hours reviewing and entering financial information into computer.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.

Salary range is $50,000 to $60,000.