Billing & Operations Coordinator

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Company parties
• Dental insurance
• Parental leave
• Training & development
• Vision insurance

Carabell Leslie & Company is looking for a detail-oriented and driven Billing & Operations Coordinator to join their team in Mount Clemens, MI. This is a fantastic opportunity to play a key role in keeping day-to-day operations running smoothly while making a real impact on the business. If you thrive in a fast-paced environment and love bringing order to complexity, we want to hear from you!

• Coordinate the firm’s billing process using Canopy.
• Prepare, review, and process client invoices.
• Review Work-in-Process (WIP) reports.
• Monitor unbilled work and assist partners with billing completion.
• Process invoice adjustments as approved.
• Assist with Accounts Receivable tracking and collection follow-up.
• Prepare monthly billing reports.
• Maintain accurate billing records.

• Support the day-to-day administrative operations of the firm.
• Maintain administrative records and internal databases.
• Coordinate document management and workflow.
• Assist with engagement setup and administrative support.
• Maintain operational procedures and documentation.
• Support firm initiatives and special projects.
• Assist with implementation of new administrative processes.

• Identify opportunities to improve efficiency.
• Recommend workflow improvements.
• Assist with developing and maintaining Standard Operating Procedures.
• Identify bottlenecks and recommend practical solutions.
• Support operational initiatives directed by the Director of Operations.
• Assist with implementation of technology and process improvements.

• Professionally communicate with clients regarding billing and administrative matters.
• Assist with client onboarding.
• Support client portal setup and maintenance.
• Coordinate administrative requests from clients.

• Cross-train with other administrative staff.
• Provide backup coverage for front office operations.
• Assist with phones, mail, scheduling, and general office support as needed.
• Support firm meetings and special events.

• Take ownership of assigned responsibilities with minimal supervision.
• Manage multiple priorities while consistently meeting deadlines.
• Communicate proactively when issues arise.
• Demonstrate sound judgment and professionalism.
• Anticipate needs before they become urgent.
• Look for opportunities to improve processes rather than simply maintain them.
• Be flexible during busy seasons and changing priorities.
• Demonstrate initiative and a willingness to learn.
• Maintain confidentiality and professionalism at all times.

• Associate's or Bachelor's degree in accounting or related field is preferred.
• 3-5 years of administrative, billing, or office operations experience.
• Experience in a CPA firm, accounting firm, legal office, or other professional services environment preferred.
• Strong Microsoft Office skills.
• Experience with Canopy or similar practice management software preferred.
• Excellent written and verbal communication skills.
• Exceptional organizational skills and attention to detail.

• Accountability
• Initiative
• Organization
• Time Management
• Critical Thinking
• Problem Solving
• Adaptability
• Professional Communication
• Confidentiality
• Team Collaboration
• Customer Service
• Continuous Improvement

• Consistently meeting deadlines without reminders.
• Taking ownership of work from start to finish.
• Anticipating administrative and billing needs.
• Maintaining accurate and timely billing.

Carabell Leslie & Company is a trusted firm based in Mount Clemens, MI, known for delivering exceptional service and results to their clients. Our team is built on a culture of collaboration, integrity, and professional growth - making it a place where employees are supported and valued. Join a company where your contributions matter and your career can truly flourish.