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RH
Robert Half
Cash Receipts Coordinator
Career Insights for Accounts Payable / Receivable Clerk
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Based on California data
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What they do
An Accounts Payable or Receivable Clerk keeps records of accounts and financial transactions, with specific responsibility for Accounts Payable/Receivable. Works for a business or bookkeeping service. Provides information for financial and tax reports completed by an accountant.
$50,497 / year median in California
-16% projected decline
Job Description
Description We are looking for a Cash Receipts Coordinator to join our client in Walnut Creek, California in a Contract to Permanent capacity. The role focuses on applying incoming payments accurately, resolving exceptions, and helping reduce unapplied cash through careful research and clear follow-up. Success in this position requires sound judgment, strong communication skills, and comfort working with high-volume financial transactions across multiple systems.
Responsibilities:
- Review daily incoming electronic payments and other deposits, then record them accurately in the appropriate financial systems.
- Match receipts to the correct client matters and open invoices by analyzing payment details and supporting documentation.
- Investigate unapplied or unclear transactions by contacting clients, insurance representatives, attorneys, and collections partners to confirm payment ownership.
- Enter cash receipt activity into the accounting platform using daily bank reporting and transaction summaries.
- Process physical checks and ensure each payment is documented and posted correctly.
- Resolve duplicate or disputed payment issues through research, outreach, and follow-through with relevant stakeholders.
- Support the team in reducing outstanding unapplied cash by maintaining organized records and advancing unresolved items to completion.
- Navigate Excel, legal ERP tools, and external insurance or vendor portals to gather information and update payment activity efficiently. Requirements
- At least 1 year of relevant work experience; prior accounting experience is helpful but not required.
- Strong verbal communication skills with the ability to work effectively with attorneys, insurance contacts, collectors, and internal teams.
- Comfortable handling research-driven, detail-oriented administrative work in a high-volume environment.
- Ability to remain composed and courteous when interacting with assertive personalities and multiple stakeholders.