Senior Central Billing Coordinator

CliftonLarsonAllen Wealth Advisors, LLC; Wisconsin; Hybrid; 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

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