Billing Coordinator; 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.

The Central Billing Coordinator champions client billing and practice management of all services provided by the firm. The Central Billing Coordinator collaborates with Client Relationship Leaders (CRLs) and engagement teams, as well as leadership, to process and monitor invoices and resolve 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 to understand billing expectations, industry standards, and project progress; analyze past billing and current trends and participate in billing discussions, including suggesting amounts for standard and out-of-scope work.
• Review billing information to identify discrepancies or errors; work with internal teams to correct issues; maintain accurate billing records and files.
• Stay up to date on industry regulations and trends related to client billing; compare and analyze billing rates and job specifics to ensure consistency and standards.
• Process and monitor invoices for accuracy and completeness; ensure out-of-scope activities are billed; prepare and submit reports on billing activities and trends.
• Assist with billing-related matters such as new client setup, data validation, creation and maintenance of Billing Schedules; monitor prepaid, installment, and scheduled bills for client WIP consumption.
• Assist in communicating with clients and CRLs to resolve billing issues.
• Assist with matters related to the revenue cycle, including AR posting, data management updates, AR adjustments, AR helpdesk, and ad hoc client expense entries.
• Support leadership 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 required
• Associates or Bachelor’s in Business Administration or Finance preferred
• Advanced proficiency with Workday or similar PSA software preferred
• Minimum of 2 years of billing or accounting preferred
• Proficiency in Microsoft Windows and Office products (Word, Excel, Outlook, PowerPoint) required

• Flexible PTO (time away when you need it)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits

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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, 401k and much more.

To view a complete list of benefits .