Process billing invoices in Time & Billing or GL software based on Statement of Work or Engagement Letter, and discussions with Bill Manager
Assist with monitoring and researching items in Billing inbox.
Assist with transition from decentralized to centralized billing process.
Update client information as requested in Time & Billing or GL software.
Research clients with outstanding receivables and work with Bill Managers on clients to be sent to collection agency.
Clean up A/R activity on aging such as unapplied payments or submitting finance charge write offs.
Assist with researching client balances included on the On Hold report.
Monitor activity for clients sent to collection agency.
Other duties as assigned.

Bachelor's degree in accounting, Business, Finance (Preferred)
Associate degree in related field, Accounting, Business or Finance or equivalent combination of education and experience
2+ Finance experience in a similar environment
Ability to adapt to new processes and encourage change.
Ability to work with little to no supervision, under tight deadlines.
Ability to handle confidential and proprietary business information.
Ability to complete all tasks with efficiency and accuracy.
Highly proficient in Microsoft Office (Excel, Word, Outlook, Adobe Acrobat)
Proficient working knowledge GL software (i.e., Sage Intacct)
Ability to learn Time & Billing software (CCH Practice Management, Aiwyn)
Proven knowledge and ability to work with remote / virtual office tools, i.e., teams, video conferencing and other digital software.
Experience with CoPilot, Claude, Basis or other AI tools
nice to have

Billing Associate

Key skills