Billing & Operations Coordinator

**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** The successful candidate will: · 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** Success in this role includes: · 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:** Carab…