Billing & Client Lifecycle Specialist

At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic. 

Our Finance team is seeking a talented individual to join as a Billing & Client Lifecycle Specialist. This position will be part of our internal accounting & finance team. We are open to this position being in any of the following markets, in a hybrid setting: Cleveland, OH; Akron, OH; Youngstown, OH.   

• Billing:  
  • Create, review, and send invoices, follow up on replies from clients, pull data on work-in-progress (WIP) write off requests, WIP transfers, and future bills
  • Proactively work with professional staff billers for timely and accurate invoicing
• Accounts receivable (AR):  
  • Follow up on outstanding unapplied cash, coordinate refunds, determine correct invoice allocation, conduct small balance reviews, review credit card processing and posting
  • Work with Client Partners on outstanding AR including sending past due invoices or statements and following up directly with clients on outstanding balances
  • Notify clients of past due accounts and payment deadlines
  • Track AR notes and next steps and related follow up, work with collection company
  • Assist with Billing, AR and Cash related reporting
• Data maintenance: address change requests, role change requests, client status management, etc. 
• Read, interpret, and apply information that is included in an engagement letter
• Answer high volume of questions on billing and cash posting
• Provide exceptional customer service to internal and external clients
• Work with multiple systems including Star, Salesforce, Aiwyn, Word, Excel, and Outlook 
• Responsible for deadlines, managing outstanding tasks, and proper prioritization 
• Handle requests sent to several email boxes (Billing, AR & Client Lifecycle) 

• Experience working in a billing role is required 
• Experience with Cash Posting and Accounts Receivable preferred 
• Experience working in a Certified Public Accounting firm, legal firm, or professional services industry is preferred
• Detail oriented with ability to coordinate a high volume of tasks and requests, including proper prioritization and the ability to multi-task
• Comfortable working and learning multiple software systems 
• Proficient in Outlook, Word, Excel, Power Point
• Ability to work independently to manage tasks and deadlines; reliable 
• Ability to communicate with all levels within the firm clearly, professionally, and effectively including interaction with Partners and clients 

About Cohen & Company  

Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.  

Learn more about us:  

• Cohen & Company: www.cohencpa.com  
• Careers: www.cohencpa.jobs  

#LifeatCohen

At Cohen & Company, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion;
• Embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!  

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. 

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here.