Billing & Operations Coordinator

Carabell Leslie & Company•Mount Clemens, MI

4d•Onsite

About The Position

Carabell Leslie & Company is looking for a detail-oriented and driven Billing & Operations Coordinator to join their team in Mount Clemens, MI. This is a fantastic opportunity to play a key role in keeping day-to-day operations running smoothly while making a real impact on the business. If you thrive in a fast-paced environment and love bringing order to complexity, we want to hear from you!

Requirements

3–5 years of administrative, billing, or office operations experience.
Strong Microsoft Office skills.
Excellent written and verbal communication skills.
Exceptional organizational skills and attention to detail.

Nice To Haves

Associate's or Bachelor's degree in accounting or related field is preferred.
Experience in a CPA firm, accounting firm, legal office, or other professional services environment preferred.
Experience with Canopy or similar practice management software preferred.

Responsibilities

Coordinate the firm's billing process using Canopy.
Prepare, review, and process client invoices.
Review Work-in-Process (WIP) reports.
Monitor unbilled work and assist partners with billing completion.
Process invoice adjustments as approved.
Assist with Accounts Receivable tracking and collection follow-up.
Prepare monthly billing reports.
Maintain accurate billing records.
Support the day-to-day administrative operations of the firm.
Maintain administrative records and internal databases.
Coordinate document management and workflow.
Assist with engagement setup and administrative support.
Maintain operational procedures and documentation.
Support firm initiatives and special projects.
Assist with implementation of new administrative processes.
Identify opportunities to improve efficiency.
Recommend workflow improvements.
Assist with developing and maintaining Standard Operating Procedures.
Identify bottlenecks and recommend practical solutions.
Support operational initiatives directed by the Director of Operations.
Assist with implementation of technology and process improvements.
Professionally communicate with clients regarding billing and administrative matters.
Assist with client onboarding.
Support client portal setup and maintenance.
Coordinate administrative requests from clients.
Cross-train with other administrative staff.
Provide backup coverage for front office operations.
Assist with phones, mail, scheduling, and general office support as needed.
Support firm meetings and special events.