Job details

Associate, Accounting (Billing Specialist)

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).

Recognized for accelerated growth, Portage Point is backed by New Mountain Capital and consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.

The Delivery Enablement (DE) team supports internal stakeholders by providing a robust operational backbone across TAS, TES, OCFO, PI, IM, IB and TRS. The team includes Talent Acquisition, Human Resources, Marketing, Data Analytics, Accounting & Finance and Delivery Excellence. As Portage Point continues to grow, the DE team is laser focused on scalability, quality and automation.

The Associate, Accounting at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Associate, Accounting will own all billing, collection, and accounts payable processes and play a vital role directly impacting the financial success of the firm. The Associate, Accounting will report directly to the Controller and ensure smooth and efficient processes are implemented and optimized. The Associate, Accounting should be prepared to work within a small, collaborate team environment to manage discrete work streams.

Responsibilities

Own the billing process, which includes overseeing and administering all invoicing responsibilities and ensuring all invoices are generated
Proactively track outstanding client accounts and ensure timely collections of receivables
Coordinate with engagement leaders to minimize exposure and address delays in payment while maintaining strong client relationships
Partner with engagement leaders to optimize billing processes and develop strategies for maximizing revenue
Partner with Data Analytics to automate invoicing process and eliminate manual routine tasks
Address complex and custom billing requests, balancing client needs with firm objectives
Administer key systems including engagement set up and new team member onboarding tasks
Support internal accounting workstreams including accounts payable, payroll, expense reimbursements
Manage compliance with time & expense standard operating procedures
Share and manage best practices as well as lead internal trainings where required
Contribute to creating a high-performing and inclusive culture

Qualifications

Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Chicago, Dallas, Los Angeles, or New York
Invested in a team-based culture motivated to collaborate in office four days per week
Two plus years of billing experience, ideally within a professional services or law firm setting
Exceptional attention to detail, ensuring accuracy in billing and compliance with firm policies
Strong organizational skills with ability to multitask, prioritize and meet deadlines in a fast-paced environment
Committed to providing top-tier service and delivering high-quality work with a desire to utilize new technologies to develop automations and continuously improve the billing function
Ability to successfully work in a small, collaborative team environment
High degree of maturity with a proven ability to interact with senior executives, private equity sponsors, lenders, lawyers, middle managers and line workers
Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Excellent written and verbal communication skills including strong e-mail etiquette
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial spirit

$80,000 - $90,000 a year

The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base plus bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.

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Average salary estimate

$85000 / YEARLY (est.)

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$80000K

$90000K

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What You Should Know About Associate, Accounting (Billing Specialist), Portage Point Partners

Portage Point Partners, a leading business advisory and investment banking firm, is in search of an exceptional Associate, Accounting (Billing Specialist) to join their vibrant team in Chicago, Dallas, Los Angeles, or New York. This role is perfect for individuals looking to thrive in a dynamic, entrepreneurial environment where they can truly make their mark. As an Associate, Accounting, you'll take the reins on all billing, collection, and accounts payable processes, working directly under the Controller. Your contributions will be crucial in shaping the financial success of the firm. Imagine tracking outstanding client accounts and ensuring timely collections while building strong relationships with engagement leaders to minimize payment delays. Not only will you navigate the intricacies of custom billing requests, but you will also partner with the Data Analytics team to automate invoicing processes—making your job more efficient and impactful. If you have a bachelor's degree from a top program and at least two years of billing experience, particularly in professional services, this is your chance to shine. The culture at Portage Point emphasizes collaboration and high performance, which means you’ll be surrounded by talented individuals eager to innovate and excel. If you’re driven, detail-oriented, and ready to be a part of something big, we want to hear from you!

Frequently Asked Questions (FAQs) for Associate, Accounting (Billing Specialist) Role at Portage Point Partners

What are the key responsibilities of the Associate, Accounting at Portage Point Partners?

As an Associate, Accounting (Billing Specialist) at Portage Point Partners, your primary responsibilities will include managing the entire billing process, invoicing clients accurately and promptly, and ensuring timely collection of receivables. You will work closely with engagement leaders to identify issues hindering payments and will also collaborate with the Data Analytics team to automate invoicing processes. Additionally, you'll support accounts payable, handle compliance with standard operating procedures, and facilitate internal trainings.