Manager, Billing and Receivables

KSDT•Miami, FL

12d

About The Position

The Manager of Billing and Receivables supports KSDT’s revenue cycle, ensuring completed client work is billed accurately and clients receive clear invoices with convenient ways to pay on time. The role owns the monthly billing calendar, manages invoicing and payments through the firm’s billing platform, and gives partners clear visibility into unbilled work and open balances. Reporting to the Chief Growth Officer and leading a team of two accounts receivable professionals, this is a hands-on role for an organized, persistent operator comfortable working with partners on deadlines and follow-through. The manager puts billing and receivables policies into practice and keeps the collections process running on schedule.

Requirements

Typically 5+ years of billing, receivables, or accounting experience, ideally in a CPA, law, or other professional services firm.
Bachelor’s degree in accounting, finance, business, or a related field, or equivalent experience.
Working knowledge of time and billing concepts, including work in process, prebills, retainers, and progress billing.
Client service mindset, with a professional and courteous approach to billing conversations.
Organized and persistent, with strong attention to detail and a track record of meeting recurring deadlines.
Comfortable reconciling data from billing, payments, and accounting systems to identify issues and prioritize follow-up.
Experience administering an online billing and payments platform.

Nice To Haves

Two or more years supervising or leading staff.
Experience with CCH Axcess Practice.

Responsibilities

Deliver a clear and consistent billing experience for clients, including easy-to-understand invoices, convenient digital payment options, and timely, courteous responses to questions.
Run the monthly billing calendar by collecting prebills, coordinating partner reviews, and posting invoices on schedule.
Give partners and leadership regular visibility into unbilled work in process and follow up to ensure aged work is billed on schedule.
Review draft invoices for accuracy, clarity, and consistency with firm standards before they reach clients.
Manage recurring, progress, and retainer billing arrangements, and keep fee and billing information on client engagements accurate.
Lead and develop the accounts receivable team, setting clear priorities, standards, and service expectations.
Run the firm’s receivables process, including automated reminders, statements, and personal outreach to clients with outstanding balances.
Give partners and leadership regular visibility into aged receivables and follow up to confirm action plans on outstanding balances.
Oversee payment application and reconciliation, and resolve client billing questions and concerns promptly and professionally.
Oversee processing of credit memos, adjustments, and reversals consistently and in line with firm policy.
Administer the firm’s billing and payments platform, including configuration, invoice templates, automated reminders, and payment settings.
Work within the practice administration system to keep billing data accurate and flowing correctly into the payments platform, in partnership with Firm Operations.
Improve client adoption of electronic invoicing and online payments while ensuring digital features continue to meet customer needs.
Keep billing and receivables procedures documented and current; train partners and staff so they are applied consistently.