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Data Coordinator

2 months ago

Green Bay, United States CliftonLarsonAllen Full time

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:

CLA is seeking to hire a Data Coordinator that can be located at many of our 130+ offices across the nation. If you are enthusiastic, team player and detailed oriented, apply today

This role is responsible for accurately entering and updating information into the firm's databases and systems.

As a Data Coordinator, you will be responsible for:

  • Data Entry: Input and update data into systems and databases. Verify accuracy of data entered. Identify and correct errors. Compile, verify accuracy, and sort information according to priorities to prepare source data for entry. Research and obtain further information for incomplete documents. Respond to queries for information and access relevant files. Maintain and organize electronic files and documents.
  • Practice Management: Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment and scheduled bills for client WIP consumption.
What you will need:
  • High school degree or equivalent required
  • Billing or accounting experience is preferred
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
  • Complete list of benefits here


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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.