Valuations Accounts Receivable Coordinator

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 .

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.

Duties & Responsibilities:

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. 

Key responsibilities include:

• 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

Qualifications:

Experience & Education:

• 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.

Technical Skills:

• Strong proficiency in Microsoft Excel and Outlook.




• Advanced Excel capabilities required, including complex formulas, pivot tables, and VLOOKUP


• Proficiency with invoicing systems and workflows.


• NetSuite experience preferred; Salesforce experience strongly valued.

Professional Strengths:

• 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.

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.