The Billing and Scheduling Assistant assists in preparing and sending clients invoices and managing various projects' schedules. Some of the main duties and skills of this position are:
- Create and update projects in our tracking software and work with 7-10 project managers to assign staff to those projects from a pool of about 20 staff accountants.
- Coordinate the reassignment of projects based on staffing availability and project completion goals
- Prepare reports for weekly staffing meeting
- Coordinate with project managers to generate invoices
- Following up on invoices pending completion to help ensure timely billing
- Review completed projects and review associated billing tasks
Prior Experience and Qualifications
- Prior experience in billing or project management is a plus
- Proficiency in Microsoft Office, especially Excel
- Excellent communication, organization, and problem-solving skills
- Attention to detail, accuracy, and quality.
- Ability to work independently and as part of a team.
- Ability to handle multiple projects and deadlines in a fast-paced environment