Accounts Receivable Coordinator

Job Title: Accounts Receivable Coordinator

Pay: $60,000 - $70,000 / year + bonus

Benefits: This role is eligible for medical, dental, vision and 401k.

The Valuations Accounts Receivable Coordinator, reporting to the Accounting Manager, plays a pivotal role in supporting both the Accounting team and Lincoln International’s Valuations and Opinions Group (VOG). This position owns the U.S. valuations invoicing process end-to-end, accurately producing and delivering 20–30 invoices per week (up to 50 during peak periods), while ensuring every invoice is properly supported, approved, and recorded.

The candidate will also be instrumental in helping the VOG team implement Salesforce to streamline invoice requests and improve visibility into billable revenue, making this a high-impact role in a fast-paced, evolving environment.

• Generate client invoices and required support documents, obtain final invoice approval and email approved invoices to internal team or client as appropriate
• Manage U.S. valuations client invoicing process by coordinating with internal teams on invoicing related processes and adhering to deadlines
• Maintain organized records of engagement letters, valuation reports, invoicing documents, and other client transactions for auditing purposes.
• Track completed and invoiced valuation reports by client against team forecast.
• Follow Accounting Department processes for invoice approval/posting to Net Suite, our accounting system
• Maintain electronic files of all recurring monthly invoices
• Identify and implement invoicing process improvements
• Ensure invoicing and collections documentation is complete and current
• Assist with the weekly Accounts Receivable report distributed weekly to managing directors.
• Additional departmental responsibilities as needed

• 2 - 4 years of accounts receivable experience, or a comparable administrative role heavily focused on invoicing and transaction processing (professional services experience preferred).
• Associate’s or Bachelor’s degree required.

• Strong proficiency in Microsoft Excel and Outlook.
  • Advanced Excel capabilities required, including complex formulas, pivot tables, and VLOOKUP
• Proficiency with invoicing systems and workflows.
• Net Suite experience preferred;
  Salesforce experience strongly valued.

• Exceptional attention to detail and strong organizational discipline.
• Proven ability to analyze issues, exercise sound judgment, and resolve problems efficiently.
• Ability to work independently, prioritize competing deadlines, and thrive in a high-volume environment.
• Clear, professional written and verbal communication skills with the confidence to collaborate across levels, including senior leadership.
• Entrepreneurial mindset, flexibility, and intellectual curiosity to succeed in a business-facing, broadly scoped role.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Reasonable accommodation is available for qualified individuals with disabilities, upon request.

IND 002-003