Central Billing Coordinator II (on-site)

CLA (CliftonLarsonAllen)•Tampa, FL

10d•Onsite

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. CLA is committed to fostering a diverse and inclusive culture. The Central Billing Coordinator II plays a key role in managing client billing and practice management for all firm services. This position involves close collaboration with Client Relationship Leaders (CRLs), engagement teams, and firm leadership to process and monitor invoices, resolve billing discrepancies, and ensure the accuracy and timeliness of billing and payments. The role also includes performing financial analysis and reporting.

Requirements

3 years of related administrative experience required.
High school diploma or equivalent required.

Nice To Haves

2 years of billing or accounting experience preferred.
Associates or Bachelors degree in Business Administration or Finance preferred.

Responsibilities

Collaborate and communicate with CRLs and their engagement teams to understand billing expectations based on industry standards and job progress.
Analyze past billing and current trends to provide input on billing amounts for standard and out-of-scope work.
Maintain accurate billing records and files, identifying and correcting discrepancies or errors.
Delegate work to Coordinators and assist them with complex errors and difficult accounts.
Stay updated on industry regulations and trends related to client billing.
Compare and analyze billing rates and job specifics across the firm to ensure consistency with industry standards.
Analyze billing and complex accounts to identify opportunities for improvement and optimization.
Process and monitor invoices for accuracy and completeness, ensuring out-of-scope activities are properly billed.
Prepare and submit reports on billing activities and trends.
Monitor prepaid, installment, and scheduled bills for client WIP consumption.
Gather additional information from CLA team members as needed.
Respond to customer inquiries and requests regarding billing discrepancies and issues.
Communicate updates and logistics to internal clients.
Assist with revenue cycle management tasks, including A/R posting, data management, A/R adjustments, and A/R helpdesk.
Follow up on aging A/R with engagement leaders, potentially including direct client interaction.
Follow up with engagement leaders on large work-in-process (WIP) jobs that need to be billed.
Provide proactive analysis of production, profitability, and financial performance to leadership.
Assist with the implementation of firm-wide financial processes and initiatives.
Assist with audits and other projects as needed.
Provide day-to-day assistance and training to Coordinators within the team.
Assist in training new Central Billing hires and developing/maintaining training materials.
Assist with firm-wide training on new systems, resources, and processes.