Central Billing Coordinator (on-site)
CLA (CliftonLarsonAllen) · Milwaukee, WI · 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 and timely billing.
Responsibilities
- Collaborate and communicate with CRLs and their engagement teams on a regular basis to gain knowledge on billing expectations related to specific industry standards and individual job progress.
- Continually analyze past billing and current trends to actively participate in billing discussions and provide suggested amounts to bill for both standard and out of scope work.
- Maintain accurate billing records and files by reviewing billing information for any discrepancies or errors.
- Stay up to date on industry regulations and trends related to client billing and compare billing rates and job specifics across the firm to ensure industry consistencies and standards are met.
- Process and monitor invoices to ensure accuracy and completeness, and prepare and submit reports on billing activities and trends.
- Involvement on other billing-related matters as needed, including new client setup, data validation, creation and maintenance of Billing Schedules, monitoring prepaid, installment, and scheduled bills for client WIP consumption, assisting with AR posting, data management updates, AR adjustments, AR helpdesk, ad hoc client expense entries, and supporting financial analysis.
- Assist in communicating with clients and CRLs to resolve billing issues and follow up on aging A/R with engagement leaders, including direct interaction with clients, and 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 CLA family members and offers comprehensive benefit options including health, dental, vision, 401k, and much more. To view a complete list of benefits, click here.