Billing Specialist

Headquartered in San Francisco, we are looking for someone out of our Seattle or LA location We are a large financial consulting firm that has been in business for over 15 years We specialize in RIA and focus on all things finance We have a lot of energy and excitement in our firm and pride ourselves on our culture here. We all work as a team/family and strive to keep it that way

Position Overview
We are seeking a detail-oriented Billing Specialist to join our finance team. The successful candidate will be responsible for managing billing processes, ensuring accurate invoicing, and maintaining customer accounts. This role requires strong analytical skills and a commitment to providing excellent customer service while managing financial transactions effectively.

Key Responsibilities

• Prepare and issue invoices to clients based on services rendered and agreements made.
• Manage accounts receivable to ensure timely payment and resolve any discrepancies.
• Perform financial reporting related to billing and account status, providing insights to management.
• Provide exceptional customer service by addressing client inquiries regarding billing and payment issues.
• Conduct data entry to maintain accurate financial records and customer information in our systems.
• Perform account reconciliations to identify and resolve any outstanding balances or discrepancies.
• Oversee collections processes to ensure outstanding payments are collected promptly.
• Process payments accurately and efficiently, ensuring all transactions are recorded properly in financial software.

*Black Diamond or other performance reporting platforms is strongly preferred*

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field preferred.
• Proven experience as a Billing Specialist or similar role in finance/financial services.
• Strong knowledge of invoicing, accounts receivable, and financial reporting processes.
• Excellent customer service skills with a focus on resolving issues promptly and professionally.
• Proficiency in data entry and financial software applications.
• Attention to detail and strong analytical skills to manage complex billing scenarios effectively.
• Ability to work independently and as part of a team in a fast-paced environment.

Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LM in the email subject line for your application to be considered.***

Lauren Tabata - Recruiting Manager

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

This job was first posted by CyberCoders on 10/10/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.