We’re looking for a Billing Specialist who thrives in a collaborative environment and enjoys being at the center of project operations, client interaction, and financial accuracy.
In this role, you’ll partner closely with Project Managers and senior team members to help ensure projects run smoothly – from budgeting and scheduling to billing and collections. If you enjoy solving problems, working with data, and building strong relationships, this is a great opportunity to grow your career in a supportive and people-first environment.
What you’ll do
Billing & Collections
- Process client invoices
- Assist Partners/Project Managers with billing issues
- Post client payments and prepare daily deposits
- Provide excellent customer service to Partners, Project Managers, and Clients
- Process monthly statements and correspond with clients on past due accounts
- Answer calls and respond to clients regarding statements and other billing and payment-related issues
Project Budgeting, Scheduling & Resource Management
- Assist with the project budgeting, scheduling & resource management processes
- Assist with resource capacity reports and distribution
- Assist with training sessions and materials related to the billing & scheduling process
- Maintain accurate client and project records in various systems
Requirements
- Associate’s degree in Business or a related field, or equivalent experience
- 0-2 years of related experience
- Demonstrated knowledge of principles and practices of Accounts Receivable and Collections
- Strong data entry skills
- Proficiency in Microsoft Office Suite (specifically Excel)
- Problem solving skills and issue resolution capabilities
- Strong commitment to client service and professionalism
- Attention to detail in composing, reconciling, and proofing materials
Benefits
Boulay Offers
- Flexible Working Hours
- Paid Holidays, PTO, and Personal Time
- Mentorship Programs
- Training & Development Programs
- Open Doors at All Levels
- Extensive Benefit Offerings
- Employee Appreciation Activities
The annual salary range for this position is: $57,000 - $85,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Jenna Tackmier at [email protected].
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Skills Required
- Associate's degree in Business or a related field, or equivalent experience
- 0-2 years of related experience
- Demonstrated knowledge of principles and practices of Accounts Receivable and Collections
- Strong data entry skills
- Proficiency in Microsoft Office Suite (specifically Excel)
- Problem solving skills and issue resolution capabilities
- Strong commitment to client service and professionalism
- Attention to detail in composing, reconciling, and proofing materials
What We Do
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
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