Billing & Projects Specialist

As the Billing & Projects Specialist, you will report to the Billing & Projects Senior Manager and will be responsible for various aspects of the monthly billing cycle to include reviewing project details, invoice generation, responding to internal and external inquiries, addressing open receivables, supporting ad hoc projects and meeting all required close deadlines.

This role also requires a strong understanding of financial systems, particularly Sage Intacct, Salesforce and Kantata, as well as excellent organizational and communication skills.

The Billing & Projects Specialist will partner with a team of billing, accounting, and finance professionals and collaborate closely with cross-functional departments.

This position is based out of our DC office and is expected to be in the office three days per week.

What You'll Do:

Manage various aspects of the order-to-cash process including the validation of engagement set ups against sales orders, timely and accurate generation of monthly invoices, resolution of internal and external billing inquiries and review of aging receivables to determine resolution

Meet all monthly close calendar deadlines to ensure all billing is processed in a timely manner

Work closely with project managers to address any invoicing issues and determine the best way to leverage system functionality to meet those needs

Monitor receivables reports and escalate issues promptly before they adversely impact DSO through billing delays and past-due accounts

Submit invoices to third-party payment processing platforms in a timely manner and resolve issues impacting payment

Maintain a continuous improvement mindset, identifying opportunities to enhance process efficiency and accuracy and seeing them through to completion

Support testing efforts related to system enhancements and implementations

Assist with pulling supporting documentation for yearly audit requests

Become a subject matter expert in all aspects of the project billing process and guide various business partners on the best way to accomplish the task at hand

Assist with ad hoc requests as they occur

What You'll Bring:

5+ years of hands-on billing experience in a corporate environment. Prior experience in professional services (public accounting, management consulting or advisory firm) is strongly preferred

Bachelor's degree (or higher) in Accounting, Finance, or other Business-related field.

Proficiency in Accounting ERP (Sage Intacct), resource management applications (Kantata), and CRM systems (Salesforce)

Proficiency in Microsoft Windows, Word, PowerPoint, and Outlook with intermediate proficiency in Excel

Strong analytical skills and attention to detail, with the ability to identify trends, discrepancies, and anomalies

Excellent communication and interpersonal skills, capable of collaborating with cross-functional teams and addressing client inquiries

Problem-solving mindset, with the ability to proactively identify process inefficiencies and implement effective solutions

Exceptional organizational and time management skills, able to manage multiple priorities and meet deadlines

Full-Time Employee