Billing Specialist

Executive Assistant / Billing Specialist

Faulk & Winkler and Sentinel Pension are actively seeking high-achieving professionals to join our trusted CPA and business advisory firm. At our firm, we are not focused solely on compliance - we are trusted business advisors, problem solvers, and strategic partners dedicated to servicing our clients and our team members to succeed financially and operationally. We are seeking high-achieving administrative professionals both at the start of their careers or those with previously experience in invoicing and AR. We are seeking individuals who are eager to make a meaningful impact in an environment that values continuous learning and professional development.

Our Ideal Candidate

A results-driven professional with a passion for challenging the status quo and making a positive impact on those we serve as well as members of our organization. If you thrive in a collaborative environment and are committed to delivering exceptional service to team members and clients alike, we want to hear from you.

We’re seeking an individual that aligns with our core values:

• • • Find a Way: No matter the challenge, this candidate uses creativity, initiative, and perseverance to find innovative solutions and achieve their goals.
    • Intellectually Curious: This candidate is committed to lifelong learning, remaining open-minded, staying inquisitive, and is resourceful in their pursuit of knowledge and growth.
    • Practical: They focus on efficiency, cost-effectiveness, and pragmatic solutions to ensure meaningful and results-oriented outcomes.
    • Responsive and Reliable: This person values timeliness and accountability, always keeping their commitments and is dependable in every interaction.
    • Personable: They foster a welcoming and friendly environment by being honest, approachable, and empathetic in all that they do.
    • Genuine Care for All: This candidate proactively shows compassion, respect, and inclusivity, ensuring that everyone feels valued and supported.
  
  

Essential Duties and Responsibilities include, but are not limited to:

• Creating and issuing accurate, timely invoices based on billable hours, services provided, and client agreements, without requiring partner oversight. Ensure all invoices reflect the appropriate rates, terms, and adjustments, and are aligned with client expectations and firm policies. Manage the entire invoicing process independently, from draft to final submission, ensuring that partners are only involved in the review process when absolutely necessary.

• Take full responsibility for monitoring, managing, and collecting outstanding accounts receivable (AR) to ensure timely cash flow for the firm. Proactively follow up with clients on overdue invoices, establish payment plans when necessary, and escalate unresolved issues while keeping partners informed only when escalation is required. Strive to resolve any AR-related issues independently, reducing the need for partner involvement in the collections process.

• Setting up, editing and deactivating clients in firm systems including the generation of engagement letters and ACH set up.

• Assist in the management of all firm credit card expense tracking

• Provide administrative support to the firm’s management including the generation of various practice management reports

• Identify opportunities to streamline billing processes and reduce errors or inefficiencies

Skills & Experience

• Exceptional communication, interpersonal, time management and organizational skills
• 3-5 years of office administration/management experience
• 1-2 years of billing and collections experience
• Attention to detail, good work ethic and initiative

Why you’ll love working here:

• Thriving Culture: Join a supportive and collaborative team where everyone’s unique contributions are valued.
• Balance: Enjoy a work environment that allows you to thrive both personally and professionally.
• Meaningful Work: Be part of a firm that strives to make a positive impact on its clients and the community.

• A great Benefits Package that Includes:
  • Highly Competitive Salary
  • 401(k) Plan and Profit Sharing
  • Health Insurance
  • Health Savings Account
  • Life Insurance
  • Short & Long Term Disability
  • Dental Insurance
  • Vision Insurance
  • 120 Paid Holidays with increases with years of service
  • 11 Paid Holidays
  • Logo Clothing Allowance

If you are a motivated, reliable, and detail-oriented individual looking for an exciting opportunity in a fast-paced, dynamic environment, we want to hear from you! Apply today and take the next step in your career with a well-established firm that truly values its employees.