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Billing Specialist

Curated from source

Posted 7/12/2026Rate visible after sign-upSource: Curated from source
QuickBooks
About the Role

Role: Billing Specialist
Location: Virtual
Reporting to: CEO
Hours: Part-time flexible working hours – 30- 40 hours a month
Rate: DOE

Who We Are:
We believe success begets success. Our mission is to serve as a catalyst for growth, for our firm and for every client we partner with. Rooted in gratitude, clarity, and accountability, we guide businesses through setup, scaling, operations, and cross-border expansion with integrated, globally minded solutions.

Our services include: Incorporation & Structuring, Tax & Advisory, Payroll & HR, Operations Management, Fundraising Support, VC Fund Administration & Management, and M&A Transaction Advisory.

QUALIFICATIONS:
3+ years of experience in billing, accounts receivable, or similar roles (professional services firm experience preferred).
Proficiency in QuickBooks and/or similar billing systems.
Solid understanding of billing cycles, WIP, AR, and reporting.
Bachelor’s degree in Accounting, Finance, or related field (preferred, not required).

Responsibilities:
Manage the full invoicing cycle: pre-bills, edits, and finalization, accurately and on time.
Generate and distribute WIP and A/R reports using Karbon and QuickBooks.
Review time entries and expense charges; process adjustments, retainers, and write-offs per firm policy.
Track and reconcile account balances, flagging inconsistencies early.
Support collections through Client Relationship Partners, with direct client outreach only as needed.
Prepare monthly billing reports for leadership.

What Success Looks Like:
Exceptional accuracy and attention to detail across all billing tasks.
Ability to manage deadlines independently with minimal oversight.
Discretion and professionalism with sensitive client and financial data.
Proactive communication: issues are flagged early and leadership is never surprised.

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