Accounting, Accounting Close, Accounting Policies, Accounts Receivable, Accounts Receivable Management, Billing, Budget Management, Budgeting, Communication Skills, Customer Relations, Dental Insurance, Detail Oriented, Establish Priorities, Finance, Financial Analysis, Financial Management, Financial Projections, Financial Reporting, Financial Risk, Leadership, Problem Solving Skills, Professional Services, Profit & Loss, Project Tracking, Project/Program Management, Risk Analysis, Time Management
The Project Accounting & Billing Specialist plays a key role in supporting financial performance across all projects within a professional services environment. This position focuses on client billing, accounts receivable, and project budgeting. Partnering closely with Project Managers, the Project Accounting & Billing Specialist tracks budgets, monitors fee utilization, and conducts financial analysis to ensure accurate reporting and contribute to the overall success and profitability of client engagement.
The path for this role intentionally evolves beyond transactional tasks to include additional responsibilities such as project budget oversight and financial leadership. With successful performance, there is an expected progression toward a project budget management/leadership role within approximately 5 years.
Core Responsibilities
- Collaborate with Project Managers to:
- Monitor project budgets, labor, expenses, and burn rates
- Track fee utilization and identify financial risks or variances
- Prepare accurate, timely client invoices (primarily time & expense–based)
- Manage accounts receivable follow-up and resolve billing issues professionally
- Support month-end close, project financial reporting, and internal controls
- Contribute to improvements in project accounting and billing processes
Qualifications
- Degree in Accounting, Finance, Business, or equivalent experience (Bachelor's preferred)
- 4–8 years in project accounting, billing, or A/R (ideal)
Traits for Success
- Sound financial judgment and analytical thinking
- Ability to clearly communicate with all team members, including those without financial knowledge
- Ownership mindset with high standards of excellence and unwavering attention to detail
- Comfortable operating in a deadline-driven environment and ability to prioritize effectively
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Vision insurance
Work Location: In person