Southwest Strategies

Billing Specialist

• Review client contracts and statements of work to understand billing terms, invoicing requirements, payment schedules, and applicable conditions
• Prepare accurate client invoices based on approved project budgets, hourly rates, and contractual requirements
• Review and verify billing data before invoice submission
• Audit time entries, billing rates, and billable expenses
• Partner with project managers to align invoices with work completed and client agreements
• Reconcile client accounts and resolve discrepancies
• Receive, record, and post client payments in the accounting system
• Monitor outstanding balances and assist with follow-up on past-due invoices
• Maintain accurate billing transaction and client communication records
• Generate reports on invoice status, accounts receivable aging, and project billing metrics
• Reconcile the accounts receivable subledger to the general ledger and investigate variances
• Identify opportunities to improve billing accuracy, efficiency, and process compliance
• Support month-end and year-end close activities and related financial reporting