Billing Specialist

🕒 May 6

🏄 California – Remote

🏄 California – Remote

💵 $28 - $33 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📊 Billing Specialist

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SingerLewak LLP

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1963

💸 Finance

📋 Compliance

Finance • Consulting • Compliance

SingerLewak LLP is a leading accounting and business consulting firm dedicated to providing financial clarity and expert advisory services since 1959. With a strong presence in California, the South, Southwest, and globally in the Pacific Rim, SingerLewak offers tailored services for various sectors including credit unions, governments, non-profit organizations, and commercial enterprises. Their expertise spans assurance and advisory, tax compliance, business management, and franchise consulting, supported by a commitment to excellence and personalized service. The firm's robust international network ensures comprehensive guidance, particularly in complex tax and business matters, helping clients achieve sustainable growth and success in a dynamic global market.

📋 Description

• Manage end-to-end billing activities across multiple offices using the firm’s Dynamics 365 billing platform, including invoice generation, WIP review, adjustments, and write-offs. • Partner with office administrators and billing coordinators to evaluate existing billing and collections workflows and recommend practical improvements. • Design, document, and implement process enhancements and automations that reduce manual effort and improve billing accuracy and timeliness. • Serve as a subject-matter resource on the firm’s billing system — answering questions, troubleshooting issues, and helping users get the most out of the platform. • Interpret Power BI reports related to billing, WIP, AR, and collections to identify trends, flag outliers, and support data-driven conversations with office leaders. • Develop and deliver training sessions and reference materials on billing concepts, system usage, and best practices for non-technical audiences. • Collaborate with the Controller and FP&A Lead on month-end billing cycles, reporting, and ad hoc analysis. • Build strong working relationships across a range of personalities and work styles, exercising patience, clarity, and professionalism.

🎯 Requirements

• 2+ years of direct billing experience in a professional services environment (CPA firm, law firm, consulting, engineering, or similar). • Hands-on experience with an enterprise billing system — Dynamics 365 strongly preferred, or equivalent platforms such as NetSuite, Sage Intacct, or Deltek. • Strong working knowledge of Microsoft Excel (pivots, lookups, basic formulas) and Word. • Comfort reading and interpreting BI reports and dashboards. • Excellent written and verbal communication skills, with the ability to explain billing concepts clearly to non-technical audiences. • Patience and interpersonal skill to work effectively with a wide range of personalities across multiple offices. • Strong attention to detail paired with the ability to think big-picture about workflow and process. • Curiosity and willingness to learn more advanced technical concepts as the role grows.