Billing Specialist

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Job Summary

As a key member of the Centralized Billing team, the Billing Specialist will work with various team members to ensure invoices are processed in an accurate and timely manner.  The role of the Billing Specialist is to work together with the Firm Shareholders to prepare and submit invoices for processing and payment, resolve issues related to analysis of billing and communicate with clients, bill managers and shareholders to coordinate revised invoices. Other responsibilities include fielding questions from clients, staff, and others, and ensuring that work adheres to the established standards, guidelines, procedures, and deadlines set by the company.

Responsibilities

• Process billing in an accurate and timely manner

• Prepare, edit and finalize draft invoices

• Process final work-in-process write-offs in accordance with the firm policies & procedures

• Process time/cost transfers as required to ensure accurate divisional billing

• Follow-up on invoices in process to ensure timely approval for finalization

• Respond promptly to client billing inquiries and collaborate with the appropriate project owner when additional information is required to resolve the request.

• Monitor unbilled work-in-process and assist with follow-up as necessary

• Maintain detailed documentation of all previously sent invoices, organized by project

• Regularly review and stay current with engagement letter fee schedules to ensure accurate billing practices.

• Coordinate meetings with relevant stakeholders; including shareholders, project managers, principals, and directors to review billing details upon request.

• Inactivate projects and close contracts after all billing has been finalized

Requirements

• Demonstrates a positive "can-do" attitude with the ability to collaborate effectively in team settings while also thriving independently, requiring minimal supervision.

• Associate degree, preferably in Accounting/ Business/ Finance or related field or equivalent experience

• Experience with Workday software preferred

• Previous billing experience in a professional service organization accounting firm is a plus

• Ability to complete tasks with accuracy and close attention to detail

• Ability to prioritize work with a sense of urgency

• Ability to handle sensitive matters and maintain confidentiality

• Ability to work well in a demanding and fast-paced environment

• Experience with Microsoft products is a plus

• Capability to maintain professional communication through face-to-face interactions, video meetings, and email correspondence required

#LI-EG1

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.