Billing & WIP Specialist for Professional Services

Calibre CPA Group; Bethesda (MD); On-site; USD 65,000 - 70,000; Full time

Job summary

Calibre CPA Group is seeking a Billing Coordinator in Bethesda, MD to manage multi-line billing cycles and support the full revenue cycle. The role emphasizes accuracy, timely invoicing, and excellent client service within a cloud-based practice management platform.

Ideal candidates will have 3–5 years in billing with strong Excel skills, experience with WIP, AR, and collections, and the ability to collaborate with partners and engagement teams to resolve billing questions.

Qualifications

• Associate's degree or equivalent experience required.
• 3–5 years billing/accounts receivable experience in professional services.
• Experience with hourly, fixed-fee, and recurring billing processes.
• Proficiency with Excel and accounting software is required, with strong reporting skills.

Responsibilities

• Manage monthly, quarterly, annual, and project-based billing cycles across multiple service lines.
• Prepare, review, and process client invoices for hourly, fixed-fee, recurring, and special engagements.
• Review WIP reports to identify billable activity and delays; resolve billing questions with Partners and engagement teams.
• Generate draft invoices and billing reports for Partner review and approval; distribute invoices.
• Maintain billing schedules and monitor deadlines for timely invoicing; resolve discrepancies and inquiries.
• Process daily receipts and monitor AR aging; maintain collection notes and communicate status to leadership.
• Support system administration, reporting, and testing within the practice management system.

Skills

Attention to detail

Excel proficiency

Time management

Communication skills

Proactive problem solving

Education

Associate's degree in Accounting/Finance/Business

Tools

Practice management software

Time & billing software

Accounting software

Microsoft Excel

Job description

Calibre CPA Group is seeking a Billing Coordinator in Bethesda, MD to manage multi-line billing cycles and support the full revenue cycle. The role emphasizes accuracy, timely invoicing, and excellent client service within a cloud-based practice management platform.

Ideal candidates will have 3–5 years in billing with strong Excel skills, experience with WIP, AR, and collections, and the ability to collaborate with partners and engagement teams to resolve billing questions.