Manage end-to-end billing activities across multiple offices using the firm’s Dynamics 365 billing platform, including invoice generation, WIP review, adjustments, and write-offs.
Partner with office administrators and billing coordinators to evaluate existing billing and collections workflows and recommend practical improvements.
Design, document, and implement process enhancements and automations that reduce manual effort and improve billing accuracy and timeliness.
Serve as a subject-matter resource on the firm’s billing system — answering questions, troubleshooting issues, and helping users get the most out of the platform.
Interpret Power BI reports related to billing, WIP, AR, and collections to identify trends, flag outliers, and support data-driven conversations with office leaders.
Develop and deliver training sessions and reference materials on billing concepts, system usage, and best practices for non-technical audiences.
Collaborate with the Controller and FP&A Lead on month-end billing cycles, reporting, and ad hoc analysis.
Build strong working relationships across a range of personalities and work styles, exercising patience, clarity, and professionalism.

2+ years of direct billing experience in a professional services environment (CPA firm, law firm, consulting, engineering, or similar).
Hands-on experience with an enterprise billing system — Dynamics 365 strongly preferred, or equivalent platforms such as NetSuite, Sage Intacct, or Deltek.
Strong working knowledge of Microsoft Excel (pivots, lookups, basic formulas) and Word.
Comfort reading and interpreting BI reports and dashboards.
Excellent written and verbal communication skills, with the ability to explain billing concepts clearly to non-technical audiences.
Patience and interpersonal skill to work effectively with a wide range of personalities across multiple offices.
Strong attention to detail paired with the ability to think big-picture about workflow and process.
Curiosity and willingness to learn more advanced technical concepts as the role grows.

Billing Specialist

Key skills