Billing & Reporting Senior - Wealth Advisory - Madison, WI or Monticello, MN

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. About the role: This role supports the billing and reporting operations process by invoicing clients, tracking and collecting payments, and ensuring that all invoices are error-free and paid in full. They update and maintain records, manage client accounts, and coordinate with the Finance team to evaluate client accounts. They act as a point of escalation for resolving billing discrepancies and also assist in month-end closings, reports, and annual financial audits. This job can be done in one of the following CLA offices: Madison, WI or Monticello, MN. This job is working in our CLA office. Essential Job Functions: Invoicing/Billing: Sends invoices to clients and tracks and collects client payments. Ensures that all invoices are error-free and paid in full. Client Account Management: Registers payments and sends correspondence to clients. Monitors client accounts to assist with billing issues and acts as an escalation point to investigate and resolve billing discrepancies. Takes appropriate collection action with delinquent accounts. Process Management: Ensures that the automated billing system is operated and maintained in a manner that efficiently produces accurate bills. Ensures accuracy of billing information, negotiated terms, and compliance with current applicable legislation. Recommends and enacts process improvements for efficiencies and error avoidance. Reporting: Prepares daily, monthly, and other periodic billing summary reports and financial statements. Processes month-end closings, reports, and annual financial audits. Mentorship/Training: Trains Associate team members and may act as a career coach and/or peer advisor to junior team members. Requirements: Experience: • 2 years of relevant experience required. Prior billing experience (invoicing, tracking, collecting payments) preferred. Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred. Certifications / Licenses: None required This job is working in our CLA office. Our Perks: · Flexible PTO (designed to offer flexible time away for you!) · Up to 12 weeks paid parental leave · Paid Volunteer Time Off · Mental health coverage · Quarterly Wellness stipend · Fertility benefits · Complete list of benefits here The wage range for this position in Minnesota is: $57,000 – $84,000. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. #LI-MU1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. 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 click here. 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. Watch our video to see why people join CLA. 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. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 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. Click here to learn more about CLA’s benefit offerings. 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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. 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 mypeoplesolutions@claconnect.com

Salary : $57,000 - $84,000