Job Description

EXPECTED WORK AND PERFORMANCE (ESSENTIAL FUNCTIONS)

• Prepare and compile final invoice packages for all billable projects, including necessary documentation for Finance Manager approval.
• Issue and file final invoices in customer master files.
• Identify and pursue opportunities to maximize customer billing; communicate findings to the Finance Manager.
• Investigate unbilled issues to enhance billing efficiency.
• Maintain organized billing folders with all relevant documentation (e.g., expenses, consultant invoices).
• Collaborate with the cash receipts team to reconcile cash application variances.
• Generate and distribute weekly receivables and monthly Line of Business hourly reports.
• Review weekly timesheets in coordination with the accounting team.
• Prepare balance sheet account reconciliations as directed.
• Recommend and implement improvements to the billing cycle.
• Conduct special project analyses for Project Managers and other stakeholders.
• Support interim and year-end audits through research and reconciliation.
• Perform additional assignments as directed by the Finance Manager.

QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance, or Business.
• Minimum of 1 year of experience in billing and receivables.

REQUIRED SKILLS/EXPERIENCE/KNOWLEDGE

• Intermediate to advanced proficiency in Microsoft Word and Excel.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage multiple priorities.
• Effective verbal, written, and listening communication skills.
• Strong analytical, problem-solving, and decision-making abilities.
• Time management and stress management capabilities.
• Customer service orientation and interpersonal skills.
• Ability to work collaboratively across departments and with external partners.
• High level of integrity, honesty, and trustworthiness.
• Cultural awareness and sensitivity.
• Demonstrated sound work ethic.

PREFERRED SKILLS/EXPERIENCE/KNOWLEDGE

• Experience with process improvement initiatives.
• Familiarity with financial software systems.
• Team-building and leadership potential.
• Enthusiasm for continuous improvement in business processes.