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Billing Specialist
Southwest Strategies. Review client contracts and statements of work to understand billing terms, invoicing requirements, payment schedules, and applicable conditions .
Posted 9/25/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $25 - $35 per hourWebsite
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, or a related field
- 3+ years of experience in agency billing, accounts receivable, or finance
- Strong understanding of agency billing practices, project rates, and client contracts
- Experience with BigTime is a plus
- Advanced Microsoft Excel skills and analytical ability
- Excellent communication and collaboration skills to work with project managers and internal teams
- Highly organized with strong attention to detail
- Must be located in San Diego
- Availability to work extended hours or weekends when project demands require
Benefits
Comp & perks- Flexible, hybrid schedule
- Medical, dental and vision benefits, including low-cost medical plan options, employer-covered dental and vision, and FSA offerings
- 401(k) participation
- Profit-sharing opportunities
- Life insurance benefits
- Professional development stipend
- Internal training programs
- Mentorship from experienced professionals
- Exposure to influential stakeholders and complex, high-impact projects
- Three weeks of PTO
- 13 paid holidays
- Company wellness stipend for ClassPass
- Company events
- Employee recognition program