Jobs · Accounting · Texas

Central Billing Coordinator (on-site)

CLA (CliftonLarsonAllen) · Fort Worth, TX · 2 days ago
AccountingFull-time

About the role

The Central Billing Coordinator champions client billing and practice management of all services provided by the firm. This role collaborates with Client Relationship Leaders ("CRLs") and engagement teams to process and monitor invoices, resolve billing discrepancies, and ensure accurate billing records.

Responsibilities

  • Collaborate and communicate with CRLs and their engagement teams on a regular basis to understand billing expectations and individual job progress.
  • Analyse past billing and current trends to actively participate in billing discussions and provide suggested amounts for both standard and out-of-scope work.
  • Maintain accurate billing records and files by continually reviewing billing information and identifying any discrepancies or errors.
  • Stay updated on industry regulations and trends related to client billing, comparing and analyzing billing rates and job specifics to ensure consistency and standards are met.
  • Process and monitor invoices to ensure accuracy and completeness, working with CRLs and engagement teams to ensure out-of-scope activities are properly billed.
  • Prepare and submit reports on billing activities and trends, collaborating on other billing-related matters as needed.
  • Aid in communication with clients and CRLs to resolve billing issues, assisting with new client setup, data validation, creation and maintenance of Billing Schedules, and monitoring prepaid, installment, and scheduled bills for client WIP consumption.
  • Support the Managing Principals, CRLs, Operations Directors, and team Seniors and Directors with proactive analysis of production, profitability, and overall financial performance on a weekly basis.

Requirements

  • 3 years of related administrative experience preferred
  • Minimum of 2 years of billing or accounting experience preferred
  • High school diploma or equivalent required
  • Associate's or Bachelor’s in Business Administration or Finance preferred
  • Advanced proficiency with Workday or similar PSA software is preferred
  • Proficiency in Microsoft Windows and Office products (Word, Excel, Outlook, PowerPoint) is necessary

Qualifications

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Benefits

Wellness at CLA focuses on the physical, financial, social, and emotional well-being of our employees and offers comprehensive benefit options including health, dental, vision, 401k, and more. For a complete list of benefits, click here.

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