Central Billing Coordinator II (on-site)

CliftonLarsonAllen Wealth Advisors, LLC; Wisconsin; On-site; USD 42,000 - 62,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Milwaukee, WI is seeking a Central Billing Coordinator II to oversee client billing and practice management across services. You will collaborate with CRLs and engagement teams to analyze billing trends, ensure accuracy, and resolve discrepancies while supporting the revenue cycle.

The role requires at least 3 years of related administrative experience and 2 years in billing or accounting, with a high school diploma; associate or bachelor’s in Business

Qualifications

• 3 years of related administrative experience.
• 2 years of billing or accounting experience preferred.
• High school diploma or equivalent required; associates or bachelor’s in Business Administration or Finance preferred.

Responsibilities

• Collaborate with CRLs and engagement teams on billing expectations and progress.
• Maintain accurate billing records and identify discrepancies or errors.
• Analyze billing rates and job specifics for consistency across the firm.

Skills

Administrative experience

Billing/Accounting experience

Attention to detail

Communication skills

Education

High school diploma or equivalent

Associates or Bachelors in Business Administration or Finance preferred

Tools

Billing software (ERP)

MS Office

Job description

## Central Billing Coordinator II (on-site)Apply: Milwaukee, WI: Portland, OR: Connection Center-Tempe,AZ: Madison, WI: Indianapolis, IN: Full time: Posted Yesterday: R17887CLA 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.CLA is seeking a **Central Billing Coordinator II.** This role champions client billing and practice management of all services provided by the firm. They perform regular and ongoing collaboration with Client Relationship Leaders (CRLs), engagement teams, and Leadership in order to process and monitor invoices, as well as resolve billing discrepancies and issues. This role is accountable for performing financial analysis, reporting, and ensuring accuracy and timeliness of invoices and payments.**As a Central Billing Coordinator II you will be responsible for:*** **Collaboration:** Collaborate and communicate with CRLs and their engagement teams on a regular basis in order 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 in order to actively participate in billing discussions, up to and including, providing suggested amounts to bill for both standard and out of scope work.* **Information Management:** Maintain accurate billing records and files. Continual review of billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors. Delegate work, as appropriate, to Coordinators. Review and assist Coordinators with complex errors and difficult accounts.* **Analysis:** 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. Analyzes billing and complex accounts to help find opportunities for improvement and optimization.* **Processing:** 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.* **Practice Management:** Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment, and scheduled bills for client WIP consumption.* **Client Service Support:** Partners with CLA team members to gather additional information, as needed. Takes the lead on responding to customers’ inquiries and requests regarding billing discrepancies and issues. Communicates updates and logistics to internal clients.* **Revenue Cycle Management:** Assist with matters related to the entire revenue cycle such as A/R posting, data management updates, A/R adjustments, A/R helpdesk, ad hoc client expense entries, etc. as needed.* **Financial Analysis:** Follows up on aging A/R with engagement leaders, which may include direct interaction with clients. Actively follows up with engagement leaders on large work in process (WIP) jobs that need to be billed. Supports the Managing Principals, CRLs, Operations Directors, and Central Billing team members with proactive analysis of production, profitability, and overall financial performance on a weekly basis. Assists with implementation of firm-wide financial processes and initiatives. Assist with audits and other projects, as needed.* **Training:** Provides day-to-day assistance to Coordinators within the team. Provide training to team members on new processes and procedures. Assist in training of Central Billing new hires. Assist in development of and maintenance of training materials and resources for team. Assist with Firm-wide training of new systems, resources, and processes.**What you will need:*** 3 years of related administrative experience required.* 2 years of billing or accounting experience preferred.* High school diploma or equivalent required. + Associates or Bachelors degree in Business Administration or Finance preferred