Salesforce business analyst serp_jobs.h1.location_city

Billing Analyst

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?

Our member firm,  Abacus!  is hiring!

Objective :

The Billing Analyst will ensure accurate and efficient billing processes while maintaining compliance with company policies and accounting standards. This role requires proactive communication with staff and clients, meticulous review of billing activities, and effective resolution of discrepancies to support organizational financial objectives.

Essential Functions :

Review and post invoices created by the transportation department, addressing discrepancies in project notes, invoice amounts, or WIP data, and resolve issues through editing or deletion of invoices as necessary.

Verify receipts daily to ensure proper application to invoices, and coordinate with staff to create invoices or resolve import discrepancies when needed.

Manage the department email to ensure timely responses to staff and client inquiries via email, phone, or Teams.

Generate and review monthly reports on unpaid invoices while following up on overdue accounts.

Input collection data into the system for tax return and accounting projects, manage client refunds, ensure proper documentation, and resolve outstanding issues as they arise.

Monitor overdue balances, send collection letters and notes as required, and escalate unresolved accounts when necessary to meet deadlines and maintain accuracy.

Identify and resolve open WIP items for canceled or completed projects, and conduct five-year-back and prepayment cleanups by specified deadlines through thorough account reviews.

Provide training to staff by helping develop and teach an annual billing class aimed at improving understanding of billing procedures and client accounts.

Ensure compliance with billing policies by proactively addressing discrepancies and implementing process improvements across all invoicing activities.

Collaborate across departments to enhance efficiency, improve billing workflows, and resolve systemic challenges to optimize operational performance.

Competencies :

Attention to Detail : Ability to review financial data and billing information with precision to minimize errors.

Problem Solving : Proactively identify issues and implement effective resolutions for billing discrepancies and system challenges.

Communication : Strong verbal and written communication skills to interact effectively with clients, staff, and leadership.

Time Management : Efficiently prioritize and manage multiple tasks to meet deadlines and operational goals.

Technical Proficiency : Knowledge of billing systems and proficiency in Excel or similar tools.

Collaboration : Ability to work effectively with teams across departments, providing training and guidance when necessary.

Adaptability : Flexibility to manage shifting priorities and adapt to new processes or systems as organizational needs evolve.

Supervisory Responsibility

This position has no supervision responsibilities. He or she will have the Senior Administrator as a supervisor.

Position Expectations & Work Environment

This is a full-time hourly position. While performing the duties of this job, the employee works normal office hours (with guilt-free flexibility). Some weeks over 40 hours may be required.

Location & Travel

Based in Springfield, MO, but also serve employees in all Abacus! physical locations and those working remotely.

Required Education & Experience

Associate’s degree in Business or a related field, experience in Practice CS, and 2-4 years of experience in a similar field are preferred.

Physical Demands

The physical demands described are representative of those necessary for an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description

The mission and values of our firm set the cultural foundation of the firm. All employees are required to agree with our mission and values and make them a priority during their employment. Our values are Integrity, Client Service Orientation, People Focus, Positive Attitude, and Ownership. Our mission is to create long-lasting relationships with our clients and employees by providing services through mutually profitable partnering alliances and by attracting and retaining the best employees who share our commitment to excellence and our dedication to professionalism. Above all, to glorify God in everything we do.

Abacus!, one of the fastest growing firms in the regional area, is wholly dedicated to helping our clients achieve their financial objectives while also allowing our employees to reach their greatest potential. Our team of Abacus Professionals provide a distinctive level of service in tax, audit, accounting, and business consulting. Our passion for our clients and employees is the driving force behind all our work and the reason we are recognized as an entrepreneurial leader.

Your Abacus Experience : You’ll find that things are distinctively different here at Abacus, and we’re proud of it.  We center on one key component : people.  We foster an environment of growth, trust, and confidence and you’ll see it in daily interactions, hear it regular conversations, and live it as part of our Abacus Culture.

Our Award-Winning Firm : We’re proud to be recognized by local, regional, and national organizations for our distinctive culture, great work environment, and our focus on ethics, quality and economic impact. Abacus’ distinctions include :

Inside Public Accounting’s Top 300 Firm in the U.S. #280 – 2024

An Inside Public Accounting’s Fastest Growing Firm in the U.S. - 2024

Accounting Today’s No. 16 Fastest-Growing Firm in the U.S. – 2024

An Accounting Today’s Top Regional Leader in the Midwest – 2023, 2024

Inside Public Accounting’s Best of the Best Firms – 2023

A Biz 417’s Best Place to Work – 2021, 2022, 2023, 2024

An Accounting Today’s Top 100 Best Firms to Work For – 2009, 2010, 2020

2021 Better Business Bureau Torch Award Recipient – highlighting ethics and quality

Finalist for Springfield Business Journal’s Economic Impact Awards – 2021, 2023

For more information, go to : AbacusPro.com

We are excited to invite talented individuals to join our dynamic team!

In addition to a rewarding career, we provide a robust benefits package, including :

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

Company-Paid Life and Long-Term Disability Insurance

Ancillary Benefits such as supplemental life insurance and short-term disability options

Classic Safe Harbor 401(k) Plan with employer contributions

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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