Lead impactful billing processes and client data management in a hybrid role. Collaborate on business development and marketing initiatives for professional growth. Enhance organizational efficiency in a dynamic advisory environment.
Project Biller
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Coordinate monthly billing processes, including court-required fee applications and tracking filing deadlines.
- Maintain databases and reporting for client management and practice development initiatives.
- Support business development and marketing efforts for the advisory group.
- Administer participation agreements for industry conferences and events.
- Collaborate with marketing and public relations teams to facilitate initiatives.
- Assist in creating, formatting, and editing proposals, presentations, and pitchbook materials.
- Prepare information for new project setups and project close-outs.
- Support client data accumulation and organization efforts.
- Maintain weekly location planning calendars and facilitate communications within the group.
Key Responsibilities & Duties
- Coordinate billing processes and reporting requirements, ensuring compliance with court deadlines.
- Maintain and update databases to support client and practice development.
- Assist in business development and marketing efforts, including event participation agreements.
- Collaborate with marketing teams to execute New York-based initiatives.
- Create and edit proposals, presentations, and pitchbooks using MS Office tools.
- Prepare and organize data for new project setups and close-outs.
- Support ongoing organization and accumulation of client data.
- Facilitate group communications and maintain weekly planning calendars.
- Perform additional duties as assigned to support group operations.
Job Requirements
- Bachelor’s degree in a relevant field required; associate degree considered.
- Minimum of 4 years’ experience in a professional services firm; 6 years preferred.
- Proficiency in MS Office tools, including PowerPoint, Word, and Excel.
- Strong written and verbal communication skills in English.
- Excellent time management and organizational abilities.
- Effective communication, leadership, and problem-solving skills.
- Ability to work in a hybrid work environment with occasional in-office presence.
- Experience with client data management and project coordination.
- Familiarity with professional services operations and industry standards.
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