Billing Coordinator

Summary/Objective

Reporting to the Assistant Controller, the Billing Coordinator is responsible for carrying out the accounts receivable and billing functions of the Finance Department.

Essential Functions

1. Responsible for performing the accounts receivable function; including, but not limited to invoicing, collecting, processing and maintaining billing and customer records

2. Reconciliation of cash to customer deposits and credit card receipts

3. Maintain and ensure accuracy of all client records in accounting system

4. Present accounts receivable and other reporting to management as expected 

Responsibilities and Duties

1. Post all customer check deposits to client records in Business Central and apply to appropriate invoice(s)

2. Record miscellaneous checks included in deposits to appropriate general ledger account under guidance of Controller (vendor refunds, etc.)

3. Receive client phone calls / emails and handle various client requests

4. Process payments to credit cards and apply to appropriate invoice(s)

5. Update credit card information on file if necessary

6. Handle all internal requests for information on client billing

7. Organize and mail monthly statements and all unpaid invoices as they are created throughout the month

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Required Education and Experience

• High school diploma or GED required

• Prior customer service experience in a professional setting

• Proficient in Microsoft Office Suite

• Must be able to learn accounting software systems

• Strong analytical and problem-solving skills

• Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations

• Ability to exhibit patience while working under stress and pressure

• Ability to take initiative and be a self-starter

• Ability to be a forward thinker and generate ideas and suggestions for process improvement

• Excellent organizational and communication (both verbal and written) skills with attention to detail

• Ability to work independently and in a fast-paced environment

• Ability to anticipate work needs and interact professionally with customers and vendors to resolve concerns

Preferred Education and Experience

• Bachelor’s Degree in Accounting or other business degree

• 3+ years working with a full-service accounting software

• Experience with Microsoft Dynamics 365 - Business Central

• Experience working with credit card processing systems

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. 

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Benefits

Competitive Salary

Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses/Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.