What are the responsibilities and job description for the Billing Coordinator position at Whitley Penn?
How We Work
Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
- Process executive billings in a timely manner
- Reconciliation of billing, work in process and accounts receivable
- Assist clients with account inquiries, including past due balances
- Maintain the integrity of client records
- Draft internal and external correspondence
- Assist with weekly and monthly reporting as needed.
- Assist with data entry as needed.
How Will You Get Here?
- 2-4 years of combined general billing, collection and administrative experience
- Associates degree in accounting, finance or business administration preferred
- Prior professional service billing a plus
- ProSystem fx Practice Management software experience preferred, but not required
- High degree of efficiency with MS Office, especially Excel
- Excellent verbal and written communication skills
- Possess strong organizational skills with exceptional attention to detail and follow-through
- Strong time management skills and ability to manage multiple tasks
- Must be flexible and able to prioritize duties in response to demands of the day-to-day activities of the department
- Possess a positive attitude and outlook in a fast-paced environment
- Ability to communicate effectively with individuals at all levels of the organization
- Must be able to work independently as well as in a collaborative team environment
- Capable of maintaining strict confidentiality
- Ability to work overtime as workload requires.
Why Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 – 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- Health & Wellness Program
- Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.