Billing Specialist

Southwest Strategies

Billing Specialist managing client billing and invoicing at Bodewell Group. Reviewing contracts and preparing accurate invoices while collaborating with project managers.

Posted 6/16/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $30 per hourWebsite

About the role

Key responsibilities & impact

Review client contracts and statements of work to understand billing terms, invoicing requirements, payment schedules, and other applicable conditions to ensure invoices are prepared in accordance with contractual obligations.
Prepare accurate client invoices based on approved project budgets, hourly rates, and contractual requirements.
Review and verify billing data, ensuring accuracy and consistency prior to invoice submission.
Periodically audit time entries, billing rates, and billable expenses to support an accurate billing process.
Partner with project managers to ensure invoices align with work completed and client agreements.
Reconcile client accounts and resolve discrepancies in collaboration with internal teams.
Receive, record, and post client payments within the accounting system.
Monitor outstanding balances and assist with follow-up on past due invoices.
Maintain accurate records of billing transactions and related client communications.
Generate reports on invoice status, accounts receivable aging, and project billing metrics.
Reconcile the accounts receivable subledger to the general ledger and investigate variances as needed.
Identify opportunities to improve billing accuracy, efficiency, and process compliance.
Support month-end and year-end close activities and related financial reporting.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
3+ years of experience in agency billing, accounts receivable, or finance
Strong understanding of agency billing practices, project rates, and client contracts
Experience with BigTime is a plus
Advanced Microsoft Excel skills and analytical ability
Excellent communication and collaboration skills to work with project managers and internal teams
Highly organized with strong attention to detail.

Benefits

Comp & perks

Flexible, Hybrid Schedule: A hybrid work model that supports flexibility, collaboration and work-life balance.
Medical, Dental and Vision Benefits: Comprehensive healthcare coverage including several low-cost medical plan options, 100% employer covered dental and vision, and FSA offerings to support our team and their families.
Financial Growth and Stability: Competitive salaries with clear paths for advancement, 401(k) participation, profit-sharing opportunities and life insurance benefits.
Professional Growth and Opportunity: A professional development stipend, internal training programs, mentorship from experienced professionals and exposure to influential stakeholders and complex, high-impact projects.
Rest, Renewal and Well-Being: Three weeks of PTO, 13 paid holidays and a company wellness stipend for ClassPass.
Community and Recognition: Company events and an employee recognition program celebrate contributions, milestones and the collaborative spirit that defines our culture.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing practicesaccounts receivablefinancial reportingdata verificationinvoice preparationreconciliationauditinganalytical skillsMicrosoft Excelproject budgeting

Soft Skills

communicationcollaborationorganizationattention to detail

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance