Billing Coordinator; On-site

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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.

The Central Billing Coordinator champions client billing and practice management of all services provided by the firm. The Central Billing Coordinator performs regular and ongoing collaboration with Client Relationship Leaders (“CRLs”) and engagement teams, as well as with leadership in order to process and monitor invoices, as well as resolving billing discrepancies and issues. This role is accountable for all duties related to timely and accurate client billing efforts within the firm.

• 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. Responsible for continual analysis of past billing and current trends to actively participate in billing discussions, including providing suggested amounts to bill for both standard and out of scope work.
• Review billing information to identify discrepancies or errors, work with internal teams to correct them, and maintain accurate billing records and files.
• 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.
• 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.
• Assist with other billing-related matters, such as new client setup, data validation, creation and maintenance of Billing Schedules, and monitoring prepaid, installment, and scheduled bills for client WIP consumption.
• Communicate with clients and CRLs to resolve billing issues.
• Assist with revenue cycle matters such as AR posting, data management updates, AR adjustments, AR helpdesk, and ad hoc client expense entries.
• Follow up on aging A/R with engagement leaders, including direct interaction with clients, and support Managing Principals, CRLs, Operations Directors, and senior staff with proactive analysis of production, profitability, and overall financial performance on a weekly basis.

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

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits available

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.  to learn about your hiring rights.

To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401(k), and much more. To view a complete list of benefits .