Billing Specialist

• Learn to translate SOW contract terms into subscription models within Ordway.
• Ensure the seamless sync between Ordway and QuickBooks Online (QBO), keeping our general ledger pristine.
• Assist the Head of Finance and Controller with ad-hoc data requests, financial reporting, and audit preparation.
• Proactively manage and audit data cleanliness across all financial systems to ensure reporting is 100% reliable.
• Use tools like Coupler and SaasAnt to manipulate and import data with laser-sharp attention to detail.
• Actively look for ways to streamline our tech stack (Ramp, Cube, Claude AI) and propose more efficient workflows.

Data and Billing Specialist – PT

• Prepare and send invoices tailored to customer requirements.
• Maintain clear communication with customers regarding outstanding balances and invoice inquiries.
• Utilize accounting software to monitor, identify, and follow up on overdue accounts.
• Collaborate with operations teams to resolve discrepancies quickly and effectively.
• Develop and maintain tracking tools to improve billing accuracy and efficiency.
• Provide accurate, timely billing reports as requested.
• Perform other related duties as assigned.

• Responsible for all day-to-day billing needs
• Collaborate with Finance and Account Management to facilitate client billing
• Maintain reconciliation of client prepaid media funds
• Research outstanding AR and AP - unbilled/billed items

Billing Coordinator

• The Accounts Receivable Billing Analyst is responsible for Project Maintenance, Project Invoicing, Project Reporting and Analysis.
• Gives assistance to Project Managers and Stakeholders as required.
• Setting up Projects in line with Project Managers requirements;
• Reforecasting projects in line with Project Managers requirements;
• Ensuring billing is completed as per Project Managers instructions;
• Includes Fixed Price invoicing and Time & Materials Invoicing;
• Monitor and manage invoices for assigned workload on the Invoice Status report;
• Attach final invoice packages on the accounts receivable line in Oracle;
• Verify receipt of contracts in Contacts Storage System (CLS) and record if the status should be classified as interim or final;
• Interface with Cash Receipts and Accounts Payable departments;
• Monitor validation reports for project set up issues and make necessary adjustments weekly;
• Carrying out inter-project time and expense transfers;
• Setting up variations;
• Checking and ensure the correct revenue recognition (POC%, cost, revenues, WIP, backlog);
• Interpret and clarify project results, deviations, underlying causes and corrective actions to be taken;
• Monitor work in progress & unbilled receivables;
• Maintaining forecast and actual project billing dates;

Billing Analyst

• - Review and resolve coding issues flagged in billing systems prior to claim submission.
• - Identify and correct missing information, demographic mismatches, and coding inconsistencies.
• - Ensure claims are submitted accurately and within payer timelines.
• - Validate CPT, ICD-10, and modifier usage to support billing compliance.
• - Monitor and resolve billing issues held within the EHR system.
• - Coordinate with clinical and administrative teams to obtain missing documentation.
• - Maintain clean billing queues by proactively addressing preventable claim holds.
• - Escalate recurring workflow issues impacting claim submission efficiency.
• - Process claims requiring secondary insurance billing and coordination of benefits.
• - Attach primary EOB documentation where required.
• - Follow up on secondary claims through resolution.
• - Ensure accurate payer sequencing and claim routing.
• - Track billing percentage metrics and identify trends impacting claim holds.
• - Support operational reporting related to pre-submission performance.
• - Recommend process improvements to reduce preventable delays.
• - Maintain accurate documentation and billing activity records.

• The Dental Billing Specialist will be part of the Dental Insurance Billing/Collections Team, that provides services such as billing, collections, and payments posting for Dental clinics/service providers in the United States.
• Create accurate claims for quick and maximum reimbursement
• Track insurance claim status; appeal, correct rejected/denied insurance claims
• Work with dental clinics to gather supporting claim information
• Identify denial/rejection patterns and implement corrective policy for future prevention

Dental Billing Specialist

• Submit and manage claims through the state claim portal
• Verify eligibility prior to billing
• Review service documentation and authorizations before claim submission
• Review service logs and match them against claim data to ensure accuracy, correct units, proper modifiers, and full compliance
• Validate place of service and billing details against supporting documentation
• Monitor claim status, denials, and resubmissions
• Maintain accurate billing trackers and reconciliation sheets
• Prepare and submit financial and billing reports to clients
• Assist with invoice tracking and payment reconciliation
• Experience preparing financial or billing reports for US clients
• Proficient in Excel (tracking, reconciliation, reporting)
• Ensure all claims meet state billing requirements and documentation standards
• Assist with form submissions related to service authorizations or renewals to ensure continuity of care
• Validate billing compliance and documentation standards at every stage
• Communicate with clients via email and phone regarding billing matters
• Provide general administrative support related to billing operations

• - Handle refunds and transfer requests on a day-to-day basis, retaining a high percentage of saved students and cash paid.
• - Engage with customers to resolve concerns, improve satisfaction, and encourage loyalty.
• - Handle chargeback cases (US,UK, APAC markets) promptly, providing necessary documentation and resolutions.
• - Actively work in the CRM to keep track of cases and maintain the Refunds Report and the Monthly KPI report to improve refund-related processes.
• - Attend weekly production meetings with Program Managers and Instructional Designers to address concerns and align on strategies.
• - Manage the Welcome Back Credits process for re-engaging former customers.
• - Manage payment recovery, including failed payments and second deposit collections, ensuring timely follow-ups and compliance with payment plans.
• - Handle and resolve student billing inquiries, providing clear, accurate, and efficient support.
• - Hold monthly cross-functional meetings to assess the general picture, identify patterns, and propose process improvements.
• - Assist with additional operational tasks as needed, ensuring smooth workflows and team efficiency.
• - Improve internal processes and offer solutions.

Refunds and Billing Specialist

• Generate, review, and send accurate client invoices based on contract terms and service details.
• Run the full collections cycle, including timely follow-ups, payment plan coordination, and partnering with Client Success on dispute resolution.
• Maintain accurate, audit-ready billing and finance records.
• Surface payment risk early and partner cross-functionally on resolution.
• Support special billing situations including payment plans, scope changes, and client transitions.
• Identify operational bottlenecks in the billing process and contribute to automation and workflow improvements over time.

Client Billing Specialist

• Supervise and oversee daily accounts receivable and billing operations to ensure accuracy and timeliness.
• Lead, train, and mentor AR and billing staff, setting performance expectations and conducting evaluations.
• Review and approve invoices, ensuring compliance with company policies and client requirements.
• Monitor aging reports and drive collection efforts to reduce outstanding balances and improve cash flow.
• Resolve complex billing discrepancies, customer disputes, and payment issues.
• Collaborate with sales, customer service, and finance teams to ensure accurate billing and contract alignment.
• Develop and implement process improvements to enhance efficiency and reduce billing errors.
• Ensure compliance with U.S. financial regulations, company policies, and audit requirements.
• Prepare and present AR reports, metrics, and forecasts to management.
• Assist with month-end and year-end closing activities related to accounts receivable and billing.

Billing Supervisor

• Lead the billing team to ensure accurate invoices
• Collaborate with other departments to resolve billing issues
• Analyze billing data and prepare reports
• Implement process improvements for billing operations

Billing Team Lead

• Perform all tasks related to processing special handling invoices for large, complex commercial customers
• Maintain third-party billing portals
• Communication with cross-functional internal teams related to customer account status will be required
• Communication with various large commercial customers regarding account status
• Maintain strong customer relationships through effective communication
• Perform and maintain account billing reconciliations for customers
• Investigate and resolve any irregularities or inquiries timely and accurately
• Provide documentation to customers or cross-functional teams requesting invoices, statements, etc.
• Maintain sensitive customer financial information and organized financial records, electronically
• Recommend improvements for invoicing processes
• Research and resolve second and third-level customer inquiries
• Develop key relationships with cross-functional teams to mitigate invoicing errors
• Prepare accurate and timely invoices for all clients, ensuring that billing schedules and deadlines are consistently met
• Update fee schedules as needed via billing revision tickets with special attention to asset exclusions, fixed fees, or tiered fee schedules
• Prepare and amend invoices as needed by using billing software
• Prepare credit memos in NetSuite as needed
• Serve as the secondary point of contact for all client billing-related inquiries and internal Advisor and Wealth Managers billing-related inquiries
• Investigate and resolve billing discrepancies and disputes, working closely with the Private Client Services (PCS) Team to ensure client satisfaction and retention
• Process adjustments or corrections to client accounts as necessary
• Under direction of Vice President, Finance & Accounting, monitor outstanding balances and perform regular follow-up on aged accounts, including sending reminders and communicating with clients to negotiate payment arrangements
• Record and reconcile client payments and maintain comprehensive and up-to-date billing records through daily cash reconciliation
• Adhere to all internal policies, regulatory guidelines, and industry standards within the billing process
• Assist in the preparation of reports and analytics related to billing and accounts receivable for internal stakeholders
• Recommend process improvements to enhance billing accuracy and efficiency
• Work closely with other departments, particularly the Private Client Services (PCS) Team and Compliance Teams, to ensure billing accuracy and compliance with all contractual obligations
• Assist with internal and external audits related to billing by being a keeper of master documentation

AR Billing Specialist

• Perform all tasks related to processing special handling invoices for large, complex commercial customers
• Maintain third-party billing portals
• Communication with cross-functional internal teams related to customer account status will be required
• Communication with various large commercial customers regarding account status
• Maintain strong customer relationships through effective communication
• Perform and maintain account billing reconciliations for customers
• Investigate and resolve any irregularities or inquiries timely and accurately
• Provide documentation to customers or cross-functional teams requesting invoices, statements, etc.
• Maintain sensitive customer financial information and organized financial records, electronically
• Recommend improvements for invoicing processes
• Research and resolve second and third-level customer inquiries
• Develop key relationships with cross-functional teams to mitigate invoicing errors

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Billing Team Lead

AR Billing Specialist

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