Job Description
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's
Business Operations - Finance team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a
Finance and Billing Specialist to join their dynamic team.
The Finance & Billing Specialist will partner with Billing Analysts in drafting invoices from digital documents, reviewing invoices for accuracy and adherence to company policy, and sending invoices for final review and approval. In addition this position will process new client data into various systems, update client data as needed and off-board clients from company software.
Position Responsibiltiies
- Draft client invoices
- Receive, review, and validate requests for updates to client data.
- Maintain data integrity by identifying and correcting errors.
- Manage new office/M&A job requests, data corrections and updates in a timely fashion.
- Create Tax Locators in various tax software according to documented processes.
- Process new client requests according to Aprio policy.
- Off board clients in required software applications.
- Coordinate with the billing and cash management team in regards to client updates that impact their departments.
Requirements
- 2+ years of experience in client data management
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Experience with CRM software is a plus
Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
What’s in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
