Billing & Reporting Senior - Wealth Advisory - Madison, WI or Monticello, MN

Billing And Reporting Specialist

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About The Role

This role supports the billing and reporting operations process by invoicing clients, tracking and collecting payments, and ensuring that all invoices are error-free and paid in full. They update and maintain records, manage client accounts, and coordinate with the Finance team to evaluate client accounts. They act as a point of escalation for resolving billing discrepancies and also assist in month-end closings, reports, and annual financial audits.

This job can be done in one of the following CLA offices : Madison, WI or Monticello, MN.

Essential Job Functions

• Invoicing / Billing : Sends invoices to clients and tracks and collects client payments. Ensures that all invoices are error-free and paid in full.
• Client Account Management : Registers payments and sends correspondence to clients. Monitors client accounts to assist with billing issues and acts as an escalation point to investigate and resolve billing discrepancies. Takes appropriate collection action with delinquent accounts.
• Process Management : Ensures that the automated billing system is operated and maintained in a manner that efficiently produces accurate bills. Ensures accuracy of billing information, negotiated terms, and compliance with current applicable legislation. Recommends and enacts process improvements for efficiencies and error avoidance.
• Reporting : Prepares daily, monthly, and other periodic billing summary reports and financial statements. Processes month-end closings, reports, and annual financial audits.
• Mentorship / Training : Trains Associate team members and may act as a career coach and / or peer advisor to junior team members.

Requirements

Experience :

2 years of relevant experience required. Prior billing experience (invoicing, tracking, collecting payments) preferred.

Education :

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, or a related field preferred.

Certifications / Licenses :

None required.

Our Perks

Flexible PTO (designed to offer flexible time away for you!)

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

The wage range for this position in Minnesota is : $57,000 $84,000. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities