Valuations Accounts Receivable Coordinator

Lincoln International•Chicago, IL

4h•$60,000 - $70,000•Hybrid

About The Position

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 1,400 professionals in 25+ offices in 16 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. Connect with us to 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 Chicago office Monday through Thursday each week, with the option to work remotely or from the office on Fridays. Our office is located at 110 N Wacker Drive, just blocks from Union Station & Ogilvie Transportation Center. 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.

Requirements

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.
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.

Nice To Haves

NetSuite experience preferred; Salesforce experience strongly valued.

Responsibilities

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 NetSuite, 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