Accountant (Accounts Receivable)

The Lockwood Group, LLC•Stamford, CT

2d•Onsite

About The Position

Lockwood is seeking an organized and meticulous accounting professional to support its Accounts Receivable and billing function. The role contributes to cash flow management, accurate financial reporting, and the efficiency of the company’s financial operations. It offers practical experience across essential accounting processes in a structured and supportive environment. The position is full-time and based in-office in Stamford, Connecticut. Lockwood works with clients in the pharmaceutical, biotech, and medical device industries to develop science-based medical communications strategies. The company describes its flexible structure as supporting work-life balance, with most staff working from where they live. The role supports assigned client accounts by preparing and distributing invoices, coordinating billing timelines with operational teams, reconciling customer accounts and projects, resolving discrepancies, and investigating unapplied payments. It also involves opening and closing client accounts and projects, preparing time and cost estimates, supporting accounts receivable close procedures, responding to inquiries, and preparing ad hoc analysis and reports. The accountant maintains relationships and ongoing communication with internal account and meetings teams, meeting expectations and troubleshooting issues as needed.

Requirements

Exceptional attention to detail.
Strong organizational and time-management skills, including the ability to prioritize multiple tasks and meet deadlines.
Excellent written and verbal communication skills for interacting with clients, vendors, and internal stakeholders.
A proactive, results-oriented approach and aptitude for continuous learning and adapting to new challenges.
Ability to work effectively both independently and as part of a collaborative team.
Strong integrity and discretion when handling sensitive and confidential financial information.
Foundational understanding of accounting principles, such as double-entry bookkeeping and accrual- and cash-basis accounting.
Proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and advanced formulas.

Nice To Haves

An associate’s or bachelor’s degree in Accounting, Business Administration, or a closely related discipline; preferred but not required.
Prior exposure to accounting software platforms such as Xero, QuickBooks, SAP, Sage, or Advantage.

Responsibilities

Generate, issue, and distribute accurate client invoices for assigned accounts within established timelines.
Collaborate proactively with operational teams on billing deadlines.
Reconcile customer accounts and individual client projects, resolve discrepancies, and investigate unapplied payments.
Open and close client accounts and projects, and prepare estimates of time and cost.
Adapt to business needs and timing, including billing submissions affected by conferences or other live events.
Support accounts receivable month-end and year-end closing procedures.
Assist with internal and external inquiries as needed.
Provide ad hoc financial analysis and reporting as requested.
Manage relationships with internal team members and build rapport.
Maintain ongoing written and verbal communication with account and meetings team members, meet internal client expectations, and troubleshoot issues as necessary.