Staff Accountant

Posted 23 Days Ago
Be an Early Applicant
Chicago, IL
In-Office
60K-70K
Junior
Financial Services
The Role
The Staff Accountant is responsible for managing client invoicing, accounts receivable, and maintaining client information, while collaborating with the accounting team to ensure financial accuracy.
Summary Generated by Built In

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.
Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities:

The Staff Accountant will be responsible for supporting the accounting team in Lincoln International LLC's (“Lincoln”) Chicago Office and will report directly to the U.S. Accounting Manager. The Staff Accountant will be responsible for maintaining and updating client information, preparing client invoices, reclassifications, certain accounts receivable functions including follow up with clients on unpaid balances and other responsibilities as needed. The Staff Accountant should have relevant professional experience, be entrepreneurial, poised and able to deal with junior and senior executives both inside as well as outside the firm. Flexibility, reliability as well as strong critical thinking and analytical skills are needed to be successful in this fast-paced and evolving environment.

Key responsibilities include the following:

  • Manage U.S. client invoicing process by coordinating with internal teams on invoicing related processes and adhering to deadlines
  • Generate client invoices and required support documents, obtain final invoice approval and email approved invoices to internal team or client as appropriate
  • Proactively monitor and provide aging A/R detail to internal teams and clients to expedite remittance
    • Coordinate invoicing statements process to aid in collections process
    • Collaborate with internal teams to initiate collections calls to clients
  • Monitor listing of milestones and earnouts due from clients and coordinate with internal teams as appropriate
  • Follow Accounting Department processes for invoice approval/posting to NetSuite, our accounting system
  • Analyze unbilled expenses and solicit approval to bill clients off cycle when needed
  • Record expense entry reclassifications to ensure accuracy and timely client invoicing
  • Maintain electronic files of all monthly invoices
  • Coordinate with the Accounting Department Assistant and resolve payment application when needed
  • Prepare weekly revenue forecasts for the Valuations team
  • Prepare monthly internal accounts receivable metrics for completeness and review
  • Identify and implement invoicing and collections process improvements
  • Ensure invoicing and collections documentation is complete and current
  • Additional department responsibilities as needed

Qualifications:

  • The ideal candidate will have the desire to continually learn and further develop accounting skills and business acumen. 
  • Bachelor’s degree in Accounting, Business Administration, or related field with 1-3 years of Accounting experience
  • Strong attention to detail
  • Proficient with invoicing processes and software
  • Proficient in Microsoft Office
  • Proficient in Excel Skills (pivot tables, vlookup functions)
  • Strong analytical and problem-solving skills
  • Ability to work independently and meet deadlines
  • Excellent written and verbal communication skills
  • Intellectual curiosity to thrive in a business facing, broadly scoped company
  • NetSuite experience is a plus
  • CPA candidate is a plus

Benefits:

  • Blue Cross Blue Shield PPO Insurance plan
  • VSP Vision Insurance
  • Delta Dental Insurance
  • LTD, STD and Life Insurance
  • 401K Plan and Profit Share
  • Competitive salary
  • End of year nominal, discretionary annual bonus

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

#LI-HYBRID

#LI-CHI

The salary range for this role is $60,000-$70,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Chicago. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.  

This job is also eligible for bonus pay.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Click here to view Lincoln International's Candidate Privacy Notices.


Top Skills

Excel
MS Office
NetSuite
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
1,429 Employees

What We Do

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 950 professionals in more than 20 offices in 15 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Similar Jobs

Beyond Finance Logo Beyond Finance

Staff Accountant

Fintech • Financial Services
Easy Apply
Hybrid
Chicago, IL, USA
65K-75K Annually

The HEICO Companies, LLC Logo The HEICO Companies, LLC

Staff Accountant

Angel or VC Firm • Industrial • Manufacturing
In-Office
Naperville, IL, USA
65K-70K
In-Office or Remote
Chicago, IL, USA
85K-95K Annually
In-Office
Rockford, IL, USA
63K-71K Annually

Similar Companies Hiring

Yooz Thumbnail
Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
Aimargues, FR
470 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account