Sr. Billing Specialist

About Us

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With nearly ten partner firms, multiple deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 50 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Position Summary

We are looking for positive, hard-working professionals who are looking to take the next step in their careers. This role will be responsible for invoicing clients through Practice ERP and QuickFee, following up invoices from Billing Partners, keeping track of receivables, and addressing questions concerning invoices. This position offers a hybrid work model, allowing for a flexible balance between in-office and remote work. Employees are expected to spend three days each week at our Tampa office, where they can collaborate with colleagues, attend meetings, and engage in team-building activities. The remaining days can be worked remotely, providing the opportunity to manage personal commitments while still contributing effectively to the team’s goals

Position Responsibilities

Core duties and responsibilities include the following. Other duties may be assigned:

• Prepare WIP (work in progress) reports, create and send invoices for multiple Partners

• Review and edit pre-bills based on Partners requests, ensuring accuracy and completeness.

• Resolve billing or payment discrepancies and respond timely to client inquiries

• Prepare deposits and accurately apply client (checks, credit cards & ACH) payments

• AR collection processes: monitor and follow up on outstanding invoices

• Accurately record billing and collection notes

• Generate and analyze monthly time and billing reports and communicate results

• Process and post payments from clients efficiently.

• Consistently maintain client databases

• Perform other related duties and special projects as assigned

• Assist clients in understanding their statements and setting up payment plans if needed.

Education and work experience:

• Associates degree in related field, or equivalent combination of education and experience

Skills and knowledge:

• 3-5 years of relevant billing experience in a professional services environment

• Excellent verbal and written communication skills

• Strong organizational and time management skills

• Enthusiastic sense of responsibility, high degree of accuracy, and attention to detail

• Ability to multitask, prioritize, and work independently in a fast-paced environment

• Proficiency in Microsoft Office applications, specifically Excel

• Willingness to take initiative and follow through on projects

Preferred

·       Prior role within multi-entity environment

·       Experience with NetSuite ERP

·       Experience with QuickFee

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. 

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $60,000-$65,000 annually, commensurate with experience and qualifications. 

In addition to a rewarding career, we provide a robust benefits package, including: 

·       Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) 

·       Company-Paid Life and Long-Term Disability Insurance 

·       Ancillary Benefits such as supplemental life insurance and short-term disability options 

·       Classic Safe Harbor 401(k) Plan with employer contributions 

·       Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning 

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! 

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.