Manager, Billing Operations

Cutler Advisors is hiring!

Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in:

• Murrysville, PA

• Scottsdale, AZ

• Tucson, AZ

Join a rapidly growing organization with a strategic vision and dynamic plan.

Position: Manager, Billing Operations

Location: Tucson, AZ

We are seeking an experienced Manager, Billing Operations to join our team. The Manager, Billing Operations will be an integral part of a small team with the goal of delivering excellent service to our valued clients.

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Position Summary

We are looking for positive, hard-working professionals who are looking to take the next step in their careers. This role will be responsible for invoicing clients through CCH ProSystem Practice Management, posting cash collections to open receivables , following up with clients on open receivables, and interfacing with clients directly when questions arise regarding invoices. This role is expected to be in the office regularly and will work directly with the leadership team at the firm on the preparation, review, and posting of invoices.

Position Responsibilities

Core duties and responsibilities include the following. Other duties may be assigned:

• Prepare WIP (work in progress) reports, create and send invoices

• Review and edit pre-bills based on Partners requests, ensuring accuracy and completeness

• Resolve billing or payment discrepancies and respond timely to client inquiries

• Prepare deposits and accurately apply client (checks, credit cards & ACH) payments

• AR collection processes: monitor and follow up on outstanding invoices

• Accurately record billing and collection notes

• Generate and analyze monthly time and billing reports and communicate results

• Process and post payments from clients efficiently.

• Consistently maintain client databases

• Perform other related duties and special projects as assigned

• Assist clients in understanding their statements

Education and work experience:

• Associates degree in related field, or equivalent combination of education and experience

Skills and knowledge:

• 3-5 years of relevant billing experience in a professional services environment

• Excellent verbal and written communication skills

• Strong organizational and time management skills

• Enthusiastic sense of responsibility, high degree of accuracy, and attention to detail

• Ability to multitask, prioritize, and work independently in a fast-paced environment

• Proficiency in Microsoft Office applications, specifically Excel

• Willingness to take initiative and follow through on projects

This position operates as part of a US Southwest-based team, with typical working hours aligning with Mountain Standard Time (MST) to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team!

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

"David Cutler Accountants + Advisors", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S. Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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