Billing & Revenue Specialist – On-site

CliftonLarsonAllen Wealth Advisors, LLC; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Central Billing Coordinator to champion client billing and practice management across services. The role involves collaborating with CRLs and engagement teams, processing invoices, and resolving billing discrepancies to ensure timely, accurate billing.

The position requires several years of related experience, familiarity with Workday/PSA software, and proficiency in Microsoft Office.

Qualifications

• 3 years of related administrative experience preferred.
• Minimum of 2 years of billing or accounting preferred.
• Advanced proficiency with Workday or similar PSA software is preferred.
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint is necessary.

Responsibilities

• Collaborate with CRLs and engagement teams on billing expectations and industry standards.
• Process and monitor invoices to ensure accuracy and completeness.
• Review billing information to identify discrepancies or errors.
• Prepare and submit reports on billing activities and trends.
• Assist with revenue-cycle matters such as AR posting, data management, and adjustments.

Skills

Administrative experience

Billing or accounting experience

Microsoft Office proficiency

Workday familiarity

Education

High school diploma or equivalent

Associate's or Bachelor's in Business Administration or Finance preferred

Tools

Workday

PSA software

Microsoft Excel

PowerPoint

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Central Billing Coordinator to champion client billing and practice management across services. The role involves collaborating with CRLs and engagement teams, processing invoices, and resolving billing discrepancies to ensure timely, accurate billing.

The position requires several years of related experience, familiarity with Workday/PSA software, and proficiency in Microsoft Office.