Engagement Setup & Compliance: Create and maintain engagement/job records in the financial system.
Billing & Invoicing: Generate accurate invoices and review reconciliations.
Accounts Receivable Support: Issue invoices and support monitoring of collections.
Internal Partnerships: Collaborate with Producers and Contracts Manager.
Controls & Audit: Maintain compliance with internal controls and documentation standards.
Special Projects & Operational Support: Support client-facing operational tasks.
Continuous Improvement: Identify process gaps and recommend improvements.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
3+ years of experience in engagement setup, billing, invoicing, or accounts receivable within a professional services environment.
Strong knowledge of ERP/financial systems and billing processes (time, expense, WIP, milestone billing, rate cards).
Basic knowledge of MS Office and Excel.
Excellent attention to detail and ability to manage multiple priorities in a deadline-driven environment.
Strong written and verbal communication skills; effective stakeholder management across multiple teams.
Comfortable working with cross-functional partners and supporting both onshore and offshore processing models.

Benefits

health insurance
vision insurance
dental insurance
flexible spending accounts
health savings accounts
retirement savings plans
life insurance
disability insurance
paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

engagement setupbillinginvoicingaccounts receivableERP systemsfinancial systemsbilling processesMS OfficeExceldocumentation standards

Soft skills

attention to detailtime managementcommunication skillsstakeholder managementcollaborationprocess improvementmulti-taskingdeadline managementcross-functional teamworkoperational support

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in Business