Central Billing Coordinator (on-site)

CliftonLarsonAllen Wealth Advisors, LLC; Northern (KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k retirement plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Central Billing Coordinator to oversee client billing, collaborate with CRLs and engagement teams, and monitor invoices for accuracy. You will resolve billing discrepancies, support revenue cycle management, and help ensure timely, precise billing across advisory services.

The role emphasizes cross-functional collaboration, ongoing data validation, and proactive financial analysis to support leadership and client satisfaction.

Qualifications

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

Responsibilities

• Collaborate with CRLs and engagement teams to understand billing expectations and industry standards.
• Review billing information to identify discrepancies and correct errors.
• Stay up to date on industry regulations and trends related to client billing.
• Process and monitor invoices for accuracy and completeness; ensure out of scope work is billed appropriately.
• Assist on billing-related items such as new client setup and Billing Schedules.
• Communicate with clients and CRLs to resolve billing issues.
• Support AR posting, data management updates, AR adjustments, and related tasks as needed.
• Follow up on aging A/R and analyze production and profitability with leadership weekly.

Skills

Billing knowledge

Administrative support

Client communication

Team collaboration

Education

High school diploma

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

Tools

Workday

MS Office

Job description

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.

• 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: Continually review billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors. Maintain accurate billing records and files.
• 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.
• Processing: Process and monitor invoices to ensure accuracy and completeness. Review billing information to identify discrepancies or errors. 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 necessary.
• Client Interaction: Assist in communicating with clients and CRLs to resolve billing issues.
• Revenue Cycle Management: Assist with matters related to the entire revenue cycle such as AR posting, data management updates, AR adjustments, AR 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 team Seniors and Directors with proactive analysis of production, profitability, and overall financial performance on a weekly basis.

What you will need:

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

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Wellness at CLA

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.

We create opportunities for our people to live well and be happy by focusing on their physical, financial, social and emotional well-being.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you.

For more information visit CLAconnect.com.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Reasonable Accommodation

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]