Central Billing Coordinator (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

Central Billing Coordinator (on-site)### Central Billing Coordinator (on-site)Apply: Orlando, FL: Portland, OR: Connection Center-Tempe,AZ: Madison, WI: Indianapolis, IN: Full time: Posted Yesterday: R17888CLA 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