What are the responsibilities and job description for the Billing & AR Specialist position at Cohen & Co?
What You'll Do
We’re looking for a detail-oriented and adaptable professional to join our finance team as a Billing & Accounts Receivable Specialist. In this role, you’ll be responsible for initiating and managing the billing process, handling accounts receivable follow-up, and providing exceptional service to internal and external clients. The right person will thrive in a fast-paced environment, enjoy problem-solving when there’s no “textbook” answer, and take ownership of their work from start to finish. You’ll work across multiple systems, adapt quickly to new technologies, and collaborate closely with colleagues to ensure accuracy, timeliness, and process improvement.
Billing & Invoicing
Who You Are
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co Our Foundational Principles Offer Insight Into How We Achieve An Inclusive, Growth-oriented Culture That Fuels The Success Of Our Firm, Our Clients And Our People. In Particular, We Honor Our Foundational Principle Of “great People First” By
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
We’re looking for a detail-oriented and adaptable professional to join our finance team as a Billing & Accounts Receivable Specialist. In this role, you’ll be responsible for initiating and managing the billing process, handling accounts receivable follow-up, and providing exceptional service to internal and external clients. The right person will thrive in a fast-paced environment, enjoy problem-solving when there’s no “textbook” answer, and take ownership of their work from start to finish. You’ll work across multiple systems, adapt quickly to new technologies, and collaborate closely with colleagues to ensure accuracy, timeliness, and process improvement.
Billing & Invoicing
- Prepare and send accurate client invoices, interpreting engagement letters to ensure correct billing.
- Serve as the first point of contact for billing-related inquiries from clients, partners, and internal teams.
- Assist partners and bill managers by initiating the billing process as part of our transition to a centralized billing model.
- Collaborate with internal teams to ensure billing aligns with service delivery
- Maintain accurate records in billing systems and accounting software
- Monitor accounts receivable, follow up on outstanding balances, and coordinate with partners on AR needs.
- Send past-due reminders and prepare final letters as needed.
- Refer and prepare documents for outside Collection agency.
- Manage shared mailboxes with full ownership of assigned requests.
- Work across multiple systems, including Outlook, Salesforce, STAR, Workday, and Microsoft Excel.
- Identify opportunities for process improvements, contribute ideas, and best practice share with team members when appropriate.
- Step in to cover for colleagues when needed and share workload across the team.
- Assist with month-end close activities to ensure deadlines are met.
- Participate in special projects and problem-solving efforts where independent thinking is required.
Who You Are
- Previous billing and accounts receivable experience.
- Strong attention to detail with the ability to interpret engagement letters and apply correct billing procedures.
- Proven ability to multitask and prioritize in a fast-paced environment.
- Excellent written communication skills and a polished, professional approach.
- Proactive and self-motivated, with the ability to move work forward independently.
- Comfortable taking ownership of work and thinking outside the box to solve problems.
- Professional services or medical billing experience.
- Experience with Workday, especially the PSA module.
- Familiarity with Salesforce, STAR, and Microsoft Office Suite (Excel proficiency required).
- Month-end close experience.
- Demonstrated ability to adapt quickly to new systems and processes.
- Akron, Cleveland, or Youngstown (Ohio)
- Hybrid work environment
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co Our Foundational Principles Offer Insight Into How We Achieve An Inclusive, Growth-oriented Culture That Fuels The Success Of Our Firm, Our Clients And Our People. In Particular, We Honor Our Foundational Principle Of “great People First” By
- Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
- Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
- Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
- Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
Salary : $48,000 - $55,000