Central Billing Coordinator (on-site)

CliftonLarsonAllen LLP; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

CLA is seeking a Central Billing Coordinator in Orlando, FL to lead client billing and practice management for firm services, collaborating with CRLs and engagement teams to ensure timely, accurate invoices.

The role emphasizes reviewing billing information, identifying discrepancies, and preparing reports on billing activities and trends while supporting revenue cycle management and financial performance for the firm.

Qualifications

• 3 years of related administrative experience preferred.
• Minimum of 2 years of billing or accounting preferred.
• High school diploma or equivalent required.

Responsibilities

• Collaborate with CRLs and engagement teams on billing expectations.
• Review billing information to identify discrepancies or errors.
• Process and monitor invoices for accuracy and completeness.
• Prepare and submit reports on billing activities and trends.
• Support revenue cycle management and financial performance.

Skills

Administrative experience

Billing experience

Communication skills

Attention to detail

Education

High school diploma or equivalent

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

Tools

Workday

MS Office

Job description

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 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.

As a Central Billing Coordinator, you will:

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

#LI-LE2 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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. To view a complete list of benefits.

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 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's privacy policy is available to be viewed on our website.

CLA is an 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.

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].

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, but rather 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.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.