Billings Manager

Ascend Partner Firms • Kirkland, WA

6d • $85,000 - $100,000

About The Position

We’re looking for a hands‑on, systems‑savvy Billing Manager to own Sweeney Conrad’s end‑to-end billing and accounts receivable (A/R) operations. You will run a disciplined prebill-to-cash process, partner closely with Partners and other partner firm Billing Managers, and use CCH Axcess Practice to drive accuracy, speed, and profitability in our billing cycle. You’ll also improve cash flow by tightening our DSO and AR aging, modernizing client payment options, and elevating visibility with actionable reporting across the firm.

Requirements

• Bachelor’s degree in accounting, Finance, or related field.
• 5+ years of billing/AR leadership in professional services (public accounting preferred).
• Deep, hands-on expertise with CCH Axcess™ Practice (time & billing, WIP, prebills, invoices, adjustments, billing groups, reporting).
• Proven results improving DSO, AR aging, and billing cycle time.
• Advanced Excel (pivot tables, lookups), strong data hygiene mindset, and comfort with payment tech.
• Excellent communication and stakeholder management skills; able to navigate partner level conversations with clarity and diplomacy, and client AP stakeholders.

Nice To Haves

• Exposure to pricing models in CPA firms (hourly, fixed fee, value pricing) and their impact on realization/gross margin.
• Experience with client procurement/e billing portals (POs, vendor onboarding) and dispute resolution workflows.
• Familiarity with Axcess training resources (e.g., CCH Axcess Practice—Biller curriculum) and release enhancements.

Responsibilities

• Own the monthly billing calendar—collect prebills, lead review meetings with engagement leaders, finalize, and post invoices on schedule. Use CCH Axcess tools (e.g., Billing Wizard, Billing Groups, invoice templates/master paragraphs, recurring/progress bills) to standardize and accelerate workflow.
• Ensure accurate engagement setup (fee arrangements, rates, billing addresses, tax settings) and maintain clean client/billing data for reporting and profitability analysis in Axcess Practice.
• Monitor WIP daily; perform WIP enquiries and filters to surface billable items, scope creep, and budget variances before billing. Recommend writeups/downs with clear rationale; document all adjustments.
• Track realization and margin trends by client, engagement, partner, and service line; educate teams on drivers and alternatives (e.g., value pricing, fixed fees) to support profitable growth.
• Lead collections with a professional, relationship‑oriented approach; segment accounts, set contact cadences, and partner with engagement leaders to resolve disputes quickly.
• Reduce Days Sales Outstanding (DSO) and AR > 90 days through targeted tactics (e.g., earlier billing milestones, progress billing, clearer terms, modern payment methods).
• Own paying, posting, and tracking firm invoices in alignment with our firm budget.
• Support approving and monitoring submitted expense reports that align with our firm budget.
• Prepare and file monthly reports with the Washington State Department of Revenue (WA DOR).
• Conduct annual reconciliation of accounts with the Washington State Department of Revenue.
• Be our in-house CCH Axcess Practice expert—optimize configurations, security roles, and dashboards; champion time entry compliance and month end cutoffs to improve data integrity.
• Standardize firmwide billing SOPs (prebill reviews, approval thresholds, credit memos, reversals) and leverage Axcess features for audit trail and efficiency.
• Partner with Operations/IT on integrations (e.g., Portal, payments) and continuously improve performance (e.g., large Billing Groups handling, historical references).

Benefits

• For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 12 paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager