Benefits:
- 401(k)
- Employee discounts
- Health insurance
- Paid time off
- 401(k) matching
- Company parties
- Dental insurance
- Parental leave
- Training & development
- Vision insurance
About the Role:
Carabell Leslie & Company is looking for a detail-oriented and driven Billing & Operations Coordinator to join their team in Mount Clemens, MI. This is a fantastic opportunity to play a key role in keeping day-to-day operations running smoothly while making a real impact on the business. If you thrive in a fast-paced environment and love bringing order to complexity, we want to hear from you!
Essential Responsibilities
Billing Administration
- Coordinate the firm’s billing process using Canopy.
- Prepare, review, and process client invoices.
- Review Work-in-Process (WIP) reports.
- Monitor unbilled work and assist partners with billing completion.
- Process invoice adjustments as approved.
- Assist with Accounts Receivable tracking and collection follow-up.
- Prepare monthly billing reports.
- Maintain accurate billing records.
Administrative Operations
- Support the day-to-day administrative operations of the firm.
- Maintain administrative records and internal databases.
- Coordinate document management and workflow.
- Assist with engagement setup and administrative support.
- Maintain operational procedures and documentation.
- Support firm initiatives and special projects.
- Assist with implementation of new administrative processes.
Process Improvement
- Identify opportunities to improve efficiency.
- Recommend workflow improvements.
- Assist with developing and maintaining Standard Operating Procedures.
- Identify bottlenecks and recommend practical solutions.
- Support operational initiatives directed by the Director of Operations.
- Assist with implementation of technology and process improvements.
Client Service
- Professionally communicate with clients regarding billing and administrative matters.
- Assist with client onboarding.
- Support client portal setup and maintenance.
- Coordinate administrative requests from clients.
Cross-Training & Office Support
- Cross-train with other administrative staff.
- Provide backup coverage for front office operations.
- Assist with phones, mail, scheduling, and general office support as needed.
- Support firm meetings and special events.
Ownership & Performance Expectations
- Take ownership of assigned responsibilities with minimal supervision.
- Manage multiple priorities while consistently meeting deadlines.
- Communicate proactively when issues arise.
- Demonstrate sound judgment and professionalism.
- Anticipate needs before they become urgent.
- Look for opportunities to improve processes rather than simply maintain them.
- Be flexible during busy seasons and changing priorities.
- Demonstrate initiative and a willingness to learn.
- Maintain confidentiality and professionalism at all times.
Qualifications
- Associate's or Bachelor's degree in accounting or related field is preferred.
- 3-5 years of administrative, billing, or office operations experience.
- Experience in a CPA firm, accounting firm, legal office, or other professional services environment preferred.
- Strong Microsoft Office skills.
- Experience with Canopy or similar practice management software preferred.
- Excellent written and verbal communication skills.
- Exceptional organizational skills and attention to detail.
Core Competencies
- Accountability
- Initiative
- Organization
- Time Management
- Critical Thinking
- Problem Solving
- Adaptability
- Professional Communication
- Confidentiality
- Team Collaboration
- Customer Service
- Continuous Improvement
What Success Looks Like
- Consistently meeting deadlines without reminders.
- Taking ownership of work from start to finish.
- Anticipating administrative and billing needs.
- Maintaining accurate and timely billing.
About Us
Carabell Leslie & Company is a trusted firm based in Mount Clemens, MI, known for delivering exceptional service and results to their clients. Our team is built on a culture of collaboration, integrity, and professional growth - making it a place where employees are supported and valued. Join a company where your contributions matter and your career can truly flourish.
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