Billing Specialist

Bodewell Group•San Diego, CA

17h•Hybrid

About The Position

Bodewell Group is seeking a full-time Billing Specialist to manage client billing and invoicing within our agency environment. This role is primarily responsible for preparing accurate and timely invoices in accordance with project budgets, client rates, and contract terms while partnering closely with project managers to ensure billing reflects work completed. The ideal candidate has experience in agency or professional services billing, exceptional attention to detail, strong Excel skills, and the ability to collaborate across teams. Experience with BigTime is a plus

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
3+ years of experience in agency billing, accounts receivable, or finance
Strong understanding of agency billing practices, project rates, and client contracts
Advanced Microsoft Excel skills and analytical ability
Excellent communication and collaboration skills to work with project managers and internal teams
Highly organized with strong attention to detail

Nice To Haves

Experience with BigTime is a plus

Responsibilities

Review client contracts and statements of work to understand billing terms, invoicing requirements, payment schedules, and other applicable conditions to ensure invoices are prepared in accordance with contractual obligations.
Prepare accurate client invoices based on approved project budgets, hourly rates, and contractual requirements.
Review and verify billing data, ensuring accuracy and consistency prior to invoice submission.
Periodically audit time entries, billing rates, and billable expenses to support an accurate billing process.
Partner with project managers to ensure invoices align with work completed and client agreements.
Reconcile client accounts and resolve discrepancies in collaboration with internal teams.
Receive, record, and post client payments within the accounting system.
Monitor outstanding balances and assist with follow-up on past due invoices.
Maintain accurate records of billing transactions and related client communications.
Generate reports on invoice status, accounts receivable aging, and project billing metrics.
Reconcile the accounts receivable subledger to the general ledger and investigate variances as needed.
Identify opportunities to improve billing accuracy, efficiency, and process compliance.
Support month-end and year-end close activities and related financial reporting.