Billing Specialist

• Billing & AR Responsibilities
• • Prepare, review, and finalize client invoices
  • Track WIP, unbilled time, expenses, and retainers
  • Work closely with Partners and Managers to ensure accurate, timely billing
  • Process adjustments, write ups/downs, and credits
  • Monitor accounts receivable and follow up on outstanding invoices
  • Maintain accurate billing records and assist with monthly billing cycles
• Accounting & Month End Responsibilities
• • Assist with AP, AR, expense coding, and daily accounting activities
  • Prepare and record journal entries as directed and assist in the maintenance of the general ledger
  • Assist with Reconciling bank accounts, credit cards, and balance sheet schedules
  • Support monthly and quarterly close processes, including accruals and variance analysis
  • Assist with revenue entries and billing related accounting
  • Help with year-end tasks, audits, and special projects assigned by the Controller

Preferred Qualifications / Requirements:

• 3-5 years of relevant AP/AR, billing, or accounting—preferably in a professional services or CPA firm environment
• Bachelor’s degree in Accounting, Finance, or a related field
• Familiarity with WIP, retainers, utilization, realization, and project based revenue
• Experience with client billing portals or automated expense tools
• Interest in improving processes and helping the finance team run efficiently
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Enthusiastic sense of responsibility, high degree of accuracy, and attention to detail
• Ability to prioritize tasks, manage deadlines, and handle sensitive financial information with confidentiality
• Experience with time & billing software (Office Tools, Canopy, Practice Management systems, CCH, Thomson Reuters, etc.)
• Experience with Accounting software (QuickBooks Online)
• Strong Excel skills (lookups, pivot tables, reconciliations)