Billing & Accounts Receivable Specialist

Firm Overview

For over 40 years, Stewart & Company has served business owners and their leadership teams to plan for and build their operational & financial health. The Firm operates with an open- door policy and empowers the leaders in the firm to manage their departments. The Firm's practitioners are invested in helping our clients achieve their goals. Our practitioners care about our clients’ businesses as if they were our own, building long-term partnerships between their teams and ours. Our team members provide a positive outlook with a multi-disciplined approach to empowering small and mid-sized businesses to make informed decisions. All of this, while creating a family environment built on respect, reliability, and accountability. Balance work, life, and books with Stewart & Company, where everybody COUNTS!

Job Summary

We are seeking a detail-oriented and reliable Billing & Accounts Receivable Specialist to support the firm’s revenue cycle and internal financial operations. This role is primarily responsible for managing client billing, monitoring receivables, and ensuring timely collections, while also assisting with select accounts payable functions. The ideal candidate is organized, proactive, and comfortable working in a fast-paced professional services environment.

Daily Contributions:

• Prepare, review, and process client invoices accurately and in a timely manner
• Manage the full billing cycle, including time and expense review, invoice generation, and distribution
• Monitor accounts receivable aging and follow up on outstanding balances
• Communicate with clients regarding billing inquiries, discrepancies, and payment status
• Assist with collection efforts while maintaining positive client relationships
• Apply cash receipts and reconcile client accounts
• Support month-end close processes related to billing and receivables
• Maintain accurate and organized client billing records and documentation
• Collaborate with internal teams to ensure accurate billing data and resolve issues
• Generate and analyze billing and AR reports for management
• Ensure compliance with firm policies and internal controls

Accounts Payable Support (Secondary Responsibilities):

• Process and code vendor invoices accurately and in a timely manner
• Reconcile vendor statements and help resolve discrepancies as needed

Qualifications:

• No degree required; relevant experience is highly valued
• Prior experience in billing, accounts receivable, or similar accounting role preferred
• Experience working in a CPA firm or professional services environment is a plus, but not required
• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to handle confidential information with discretion
• Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, Sage, or similar)
• Strong communication and problem-solving skills, especially in client-facing situations

Physical Requirements:

• Ability to sit or stand for extended periods while working at a computer
• Occasional travel may be required for off-site meetings or training
• Ability to lift and carry materials up to 15 pounds

Pay: $24.00 - $32.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Profit sharing
• Referral program
• Vision insurance

Work Location: In person