Accounting Specialist

2 days ago

Akron, Ohio, United States Cohen and Company Full time

Billing and Cash Management Specialist



Cohen & Company is seeking a skilled Billing and Cash Management Specialist to join our internal accounting and finance team. This role will be responsible for creating, reviewing, and sending invoices, as well as following up on replies from clients. The successful candidate will also be responsible for pulling data on work-in-progress (WIP) write off requests, WIP transfers, and future bills.



The ideal candidate will have experience working in a billing role and be proficient in multiple software systems, including Star, Salesforce, and Excel. They will also be comfortable working and learning new systems, and have excellent communication and customer service skills.



Responsibilities:




  • Create, review, and send invoices
  • Follow up on replies from clients
  • Pull data on work-in-progress (WIP) write off requests, WIP transfers, and future bills
  • Proactively work with professional staff billers for timely and accurate invoicing
  • Assist with Billing, AR, and Cash related reporting
  • Address change requests, role change requests, client status management, etc.
  • Read, interpret, and apply information that is included in an engagement letter
  • Answer high volume of questions on billing and cash posting
  • Provide exceptional customer service to internal and external clients
  • Work with multiple systems including Star, Salesforce, Aiwyn, Word, Excel, and Outlook
  • Responsible for deadlines, managing outstanding tasks, and proper prioritization
  • Handle requests sent to several email boxes (Billing, AR & Client Lifecycle)


Qualifications:




  • Experience working in a billing role is required
  • Experience with Cash Posting and Accounts Receivable preferred
  • Experience working in a Certified Public Accounting firm, legal firm, or professional services industry is preferred
  • Detail oriented with ability to coordinate a high volume of tasks and requests, including proper prioritization and the ability to multi-task
  • Comfortable working and learning multiple software systems
  • Proficient in Outlook, Word, Excel, Power Point
  • Ability to work independently to manage tasks and deadlines; reliable
  • Ability to communicate with all levels within the firm clearly, professionally, and effectively including interaction with Partners and clients


About Cohen & Company



Cohen & Company is a leading provider of assurance, tax, and advisory services to clients throughout the U.S. and worldwide. We have a strong commitment to diversity, equity, and inclusion, and offer a comprehensive and competitive Total Rewards package to our employees.



We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.



Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team.

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