Billing Operations Coordinator

Role Overview: 

Reporting to the Senior Finance Manager, the Billing Operations Coordinator will be part of the Finance team, which is based in our Newton, Massachusetts office. ClearView’s (CV) Finance team lives by “3 C’s and 3 P’s”: Creativity, Curiosity, Connection, Planning, Process and Prediction. 

 The CV Finance function is largely centralized. All clients globally are invoiced by the corporate Finance team. As such, the Billing Operations Coordinator responsibilities’ will involve global transactions and interfacing with project leadership across all locations. 

• Create and Submit Client Invoices: Generate accurate and timely invoices for clients based on project milestones and statements of work/contracts/purchase orders. Send invoices to clients based on each client’s preferred method (e.g., email, Ariba, etc.) 

• Coordinate with Project Leadership: Ensure all project documentation (statement of work, client purchase order, etc.) is received and appropriately organized. Verify the timing and amount of each invoice relative to project milestones and statements of work. Resolve discrepancies. Review and approve invoices before sending them to clients. Address past due invoices with clients. 

• Process Client Payments: Apply cash to accounts receivable from remittances received in our bank accounts. Handle and deposit client payments occasionally received in the form of physical checks. 

• Support Accounts Receivable Collection Efforts: Assist members of the Finance team responsible for receivables management and collection by researching/reconciling past transactions and supporting dispute resolution or other investigation efforts. 

• Client Communication: Coordinate with clients regarding payment instructions, bank account logistics and outstanding payments. Maintain information on platforms such as Ariba as needed. 

• Reconciliation: Ensure that information remains in-synch among various systems. 
• Audit Support: Provide documentation to external auditors to facilitate our annual financial statement audit. 

Qualifications: 

In addition to technical skills and experience relevant to the responsibilities described above, the successful candidate will also demonstrate the following: 

• Associate’s degree required; bachelor’s degree preferred; degrees in business or related fields are welcome, though not required 

• Candidates with accounting or finance degrees are welcome to apply however, this role is best suited for individuals who enjoy and excel at detailed, recurring work and are looking for a long-term fit in a transactional role within a professional services environment. 

• At least five years’ prior experience in invoicing, billing, or accounts receivable, preferably in a professional services or project-based environment. 

• Strong organizational skills and attention to detail; comfortable managing multiple open items at once. 

• Clear, professional written and verbal communication skills; able to interact effectively with internal teams including company leadership, and clients. 

• Proficiency with Microsoft Excel and familiarity with business or finance software (experience with Salesforce and NetSuite is a strong plus). 

• Reliable, process-oriented, and able to follow through consistently on recurring tasks. 

• Comfortable working independently and coordinating with multiple stakeholders (e.g., project leadership, Finance and other corporate teams such as Compliance, etc.) 

• Strong work ethic and sense of accountability; takes pride in accurate, timely work. 

• Ability to work out of the Newton, Massachusetts office 50% of the time 

*We are not accepting any recruiting agency or third party submissions for this role at this time