Central Billing Coordinator (on-site)

CLA (CliftonLarsonAllen) • Tampa, FL

6d • Onsite

About The Position

The Central Billing Coordinator champions client billing and practice management for all services provided by the firm. The role collaborates regularly with Client Relationship Leaders (CRLs), engagement teams, and leadership to process and monitor invoices, resolve billing discrepancies, and ensure timely and accurate client billing. It also supports revenue cycle management and financial analysis across the firm.

Requirements

• High school diploma or equivalent required.
• Proficiency in Microsoft Windows and Office products, including Word, Excel, Outlook, and PowerPoint, is necessary.
• Three years of related administrative experience preferred.
• At least two years of billing or accounting experience preferred.
• Associate's or Bachelor's degree in Business Administration or Finance preferred.
• Advanced proficiency with Workday or similar professional services automation (PSA) software preferred.

Nice To Haves

• Three years of related administrative experience.
• At least two years of billing or accounting experience.
• Associate's or Bachelor's degree in Business Administration or Finance.
• Advanced proficiency with Workday or similar PSA software.

Responsibilities

• Collaborate with CRLs and engagement teams to understand billing expectations, industry standards, and job progress.
• Analyze past billing and current trends, and participate in billing discussions, including suggesting amounts to bill for standard and out-of-scope work.
• Review billing information for discrepancies or errors, work with internal teams to correct them, and maintain accurate billing records and files.
• Stay current on industry regulations and billing trends, and compare billing rates and job specifics across the firm to ensure consistency and adherence to standards.
• Process and monitor invoices for accuracy and completeness.
• Work with CRLs and engagement teams to ensure out-of-scope activities are properly billed.
• Prepare and submit reports on billing activities and trends.
• Assist with billing-related matters such as new client setup, data validation, and creating and maintaining billing schedules.
• Monitor prepaid, installment, and scheduled bills for client work-in-process consumption.
• Assist clients and CRLs in resolving billing issues.
• Assist with revenue cycle matters, including accounts receivable posting, data management updates, accounts receivable adjustments, accounts receivable helpdesk work, and ad hoc client expense entries.
• Follow up with engagement leaders on aging accounts receivable, potentially interacting directly with clients.
• Follow up with engagement leaders on large work-in-process jobs that need to be billed.
• Support Managing Principals, CRLs, Operations Directors, and team Seniors and Directors with weekly proactive analysis of production, profitability, and overall financial performance.

Benefits

• Comprehensive benefit options including health, dental, vision, and 401(k).
• Wellness support focused on physical, financial, social, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED