Billing Coordinator II; on-site

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is seeking a Central Billing Coordinator II. This role champions client billing and practice management of all services provided by the firm. They perform regular and ongoing collaboration with Client Relationship Leaders (CRLs), engagement teams, and Leadership in order to process and monitor invoices, as well as resolve billing discrepancies and issues. This role is accountable for performing financial analysis, reporting, and ensuring accuracy and timeliness of invoices and payments.

Collaborate and communicate with CRLs and their engagement teams on a regular basis in order to gain knowledge on billing expectations related to specific industry standards and individual job progress. Responsible for continual analysis of past billing and current trends in order to actively participate in billing discussions, up to and including, providing suggested amounts to bill for both standard and out of scope work.

Maintain accurate billing records and files. Continual review of billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors. Delegate work, as appropriate, to Coordinators. Review and assist Coordinators with complex errors and difficult accounts.

Stay up-to-date on industry regulations and trends across the firm related to client billing. Compare and analyze billing rates and job specifics across the firm to ensure industry consistencies and standards are met. Analyzes billing and complex accounts to help find opportunities for improvement and optimization.

Process and monitor invoices to ensure accuracy and completeness. Work with CRLs and engagement teams to ensure out of scope activities are properly billed. Prepare and submit reports on billing activities and trends.

Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment, and scheduled bills for client WIP consumption.

Partners with CLA team members to gather additional information, as needed. Takes the lead on responding to customers' inquiries and requests regarding billing discrepancies and issues. Communicates updates and logistics to internal clients.

Assist with matters related to the entire revenue cycle such as A/R posting, data management updates, A/R adjustments, A/R helpdesk, ad hoc client expense entries, etc. as needed.

Follows up on aging A/R with engagement leaders, which may include direct interaction with clients. Actively follows up with engagement leaders on large work in process (WIP) jobs that need to be billed. Supports the Managing Principals, CRLs, Operations Directors, and Central Billing team members with proactive analysis of production, profitability, and overall financial performance on a weekly basis. Assists with implementation of firm-wide financial processes and initiatives.

Assist with audits and other projects, as needed.