What are the responsibilities and job description for the Billing Specialist position at A Neumann & Associates, LLC?
Company Description A Neumann & Associates, LLC is a trusted business advisory firm specializing in helping business owners transition out of their life’s work. The firm has maintained an A BBB rating for more than 20 years and has completed over 5,000 valuations and 500 closed deals across multiple field offices from Massachusetts to Florida. Supported by a proprietary global database of qualified investors and sellers, the team closely tracks market trends and maintains strong relationships with investors and business owners on the East Coast. Founded in 2003, the firm is widely referred to by legal and accounting professionals for its confidential processes, thorough valuations, and professionally prepared marketing materials. A Neumann & Associates is an active member of the BBB and collaborates with more than 35 Chambers of Commerce and networking organizations in the region.
Role Description The Billing Specialist is a full-time remote role responsible for managing end-to-end billing activities that support the firm’s advisory and valuation services. Day-to-day tasks include preparing and issuing invoices, ensuring accurate client billing based on contracts and services rendered, and monitoring accounts for timely payments. The role involves reconciling billing records with accounting systems, investigating and resolving billing discrepancies, and maintaining detailed documentation for audits and reporting. The Billing Specialist will collaborate closely with advisors, operations, and finance team members to clarify billing requirements, respond to client inquiries, and uphold high standards of professionalism and confidentiality.
Qualifications
Role Description The Billing Specialist is a full-time remote role responsible for managing end-to-end billing activities that support the firm’s advisory and valuation services. Day-to-day tasks include preparing and issuing invoices, ensuring accurate client billing based on contracts and services rendered, and monitoring accounts for timely payments. The role involves reconciling billing records with accounting systems, investigating and resolving billing discrepancies, and maintaining detailed documentation for audits and reporting. The Billing Specialist will collaborate closely with advisors, operations, and finance team members to clarify billing requirements, respond to client inquiries, and uphold high standards of professionalism and confidentiality.
Qualifications
- Candidates should possess strong skills in Billing Process and Client Billing to manage accurate, timely, and compliant billing cycles.
- Candidates should possess solid Invoicing and Accounting skills to prepare detailed invoices, reconcile accounts, and support financial reporting.
- Candidates should possess effective Communication skills to interact with clients and internal stakeholders and address billing questions clearly and professionally.
- Relevant experience in professional services, financial advisory, or accounting environments is beneficial.
- Proficiency with billing or accounting software (e.g., QuickBooks or similar platforms) and strong Excel skills is preferred.
- High attention to detail, strong organizational skills, and the ability to manage multiple billing deadlines in a remote setting are important.
- An associate or bachelor’s degree in Accounting, Finance, Business, or a related field is advantageous.