Engagement & Billing Specialist

Cushman & Wakefield•Kansas City, MO

1d•$25 - $29

About The Position

Role Summary The Engagement & Billing Specialist is responsible for accurate engagement setup and timely invoicing aligned with contractual terms. This role ensures compliance with internal policies, supports priors and conflicts checks, and partners closely with internal stakeholders to deliver a seamless client experience. The position plays a critical role in revenue assurance and supports the full order-to-cash cycle for onshore operations.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
3+ years of experience in engagement setup, billing, invoicing, or accounts receivable within a professional services environment.
Strong knowledge of ERP/financial systems and billing processes (time, expense, WIP, milestone billing, rate cards).
Basic knowledge of MS Office and Excel
Excellent attention to detail and ability to manage multiple priorities in a deadline-driven environment.
Strong written and verbal communication skills; effective stakeholder management across multiple teams.
Comfortable working with cross-functional partners and supporting both onshore and offshore processing models.
Accuracy and compliance in engagement setup and invoicing.
Strong collaboration across Producers, Contracts, Client Engagement, Shared Services, and Offshore Support.
Ability to investigate and resolve billing issues, documentation gaps, and client requirements.
Proactive approach to deadlines, follow-through, and continuous improvement.
Sound judgment, discretion, and commitment to controls, audit readiness, and high-quality client experience.

Responsibilities

Engagement Setup & Compliance Create and maintain engagement/job records in the financial system with correct client details, entity, tax, currency, and billing structure.
Perform priors and conflicts checks in coordination with Contracts Manager and Compliance; document approvals and retain supporting evidence.
Validate contract terms (LOE/SOW/MSA, payment terms, PO requirements, invoicing rules) and ensure alignment with billing plans.
Establish billing milestones, billing schedules, and rate cards per approved pricing and engagement scope.
Ensure engagement documentation is complete, current, and stored in the appropriate systems/folders for audit readiness.
Billing & Invoicing Generate accurate invoices in accordance with contractual terms and client requirements (format, frequency, portal rules, backup documentation).
Review and reconcile time, expenses, and WIP prior to billing; resolve discrepancies with Producers and Client Engagement teams.
Ensure proper documentation for all invoices, including deliverable sign-offs, support schedules, and backup details as required by contract or client policy.
Coordinate with Financial Shared Services and Offshore Support for data accuracy, routing, and timely processing.
Maintain billing status visibility and proactively communicate risks to timelines or requirements.
Accounts Receivable Support Issue invoices and support monitoring of collections; follow up on outstanding payments in alignment with internal process and escalation paths.
Partner with Financial Operations and Shared Services to resolve billing disputes, address short-pays, and support application of cash receipts.
Provide AR aging visibility and escalate chronic past-due accounts and/or recurring dispute drivers as needed.
Support resolution of client questions related to invoice back-up, engagement terms, and documentation requirements.
Internal Partnerships Collaborate with Producers to confirm engagement details, scope changes, deliverable status, and billing readiness.
Work with Contracts Manager to ensure contract compliance, approvals, and proper documentation (including LOEs/SOWs/MSAs and amendments).
Partner with Client Engagement for client onboarding, portal setup, client-specific billing requirements, and documentation expectations.
Coordinate with Financial Shared Services and Offshore Support for transactional processing, documentation completeness, and data integrity.
Liaise with Financial Operations for escalations, reporting, and audit readiness.
Controls & Audit Maintain compliance with internal controls and documentation standards across engagement setup, billing, and client deliverable support.
Maintain complete engagement files including LOEs, COIs, portal confirmations, deliverable sign-offs, and billing support documentation.
Support audit requests and ensure records are complete, accurate, and retrievable within required timeframes.
Special Projects & Operational Support Support time-sensitive, client-facing operational tasks to ensure a seamless engagement lifecycle and on-time delivery.
Coordinate and distribute Certificates of Insurance (COIs) to clients as requested (including annual January refreshes and ad hoc requests); track completion and maintain documentation.
Upload appraisal reports and deliverables to client portals in accordance with engagement requirements, naming conventions, and deadlines; confirm successful submission and retain evidence where required.
Download Letters of Engagement (LOEs) and related documentation from client platforms (e.g., EVALs and other client portals), ensure correct version control, and route to appropriate stakeholders for processing and retention.
Assist with other operational support and special projects as assigned to help stabilize workflows, meet client commitments, and support audit readiness.
Continuous Improvement Identify process gaps and recommend improvements that increase efficiency, accuracy, and scalability.
Participate in system enhancements, templates, and SOP updates; document best practices and contribute to standardization.
Proactively flag recurring issues (data quality, WIP exceptions, portal bottlenecks) and propose practical solutions.