Billing & AR Specialist at Cohen & Co in Akron, OH

Summary: Cohen & Co is a finance firm seeking a detail-oriented Billing & Accounts Receivable Specialist to join their team. The role involves managing the billing process, handling accounts receivable follow-up, and providing exceptional service to clients while collaborating with internal teams for accuracy and process improvement. Responsibilities: - Prepare and send accurate client invoices, interpreting engagement letters to ensure correct billing - Serve as the first point of contact for billing-related inquiries from clients, partners, and internal teams - Assist partners and bill managers by initiating the billing process as part of our transition to a centralized billing model - Collaborate with internal teams to ensure billing aligns with service delivery - Maintain accurate records in billing systems and accounting software - Monitor accounts receivable, follow up on outstanding balances, and coordinate with partners on AR needs - Send past-due reminders and prepare final letters as needed - Refer and prepare documents for outside Collection agency - Manage shared mailboxes with full ownership of assigned requests - Work across multiple systems, including Outlook, Salesforce, STAR, Workday, and Microsoft Excel - Identify opportunities for process improvements, contribute ideas, and best practice share with team members when appropriate - Step in to cover for colleagues when needed and share workload across the team - Assist with month-end close activities to ensure deadlines are met - Participate in special projects and problem-solving efforts where independent thinking is required Required Qualifications: - Previous billing and accounts receivable experience - Strong attention to detail with the ability to interpret engagement letters and apply correct billing procedures - Proven ability to multitask and prioritize in a fast-paced environment - Excellent written communication skills and a polished, professional approach - Proactive and self-motivated, with the ability to move work forward independently - Comfortable taking ownership of work and thinking outside the box to solve problems Preferred Qualifications: - Professional services or medical billing experience - Experience with Workday, especially the PSA module - Familiarity with Salesforce, STAR, and Microsoft Office Suite (Excel proficiency required) - Month-end close experience - Demonstrated ability to adapt quickly to new systems and processes Required Skills: Billing, Accounts receivable, Engagement letter interpretation, Workday PSA module, Salesforce, STAR, Microsoft Excel, Month-end close Benefits: Hybrid work environment, Comprehensive and competitive Total Rewards package, Time off outside of your standard PTO to give back to the community, Annual discretionary merit increases and bonuses, Talent development resources to tap into growth opportunities, Time off outside of your standard PTO to recharge and give back to the community