Cohen & Co · 8 hours ago
Billing Specialist
Greater Cleveland
Full-time
Hybrid
New Grad, Entry Level
$48K/yr - $55K/yrCohen & Co is a firm that values diversity, equity, and inclusion while fostering a growth-oriented culture. They are seeking a detail-oriented Billing & Accounts Receivable Specialist to manage the billing process, handle accounts receivable follow-up, and provide exceptional service to clients in a fast-paced environment.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Prepare and send accurate client invoices, interpreting engagement letters to ensure correct billing
Serve as the first point of contact for billing-related inquiries from clients, partners, and internal teams
Assist partners and bill managers by initiating the billing process as part of our transition to a centralized billing model
Collaborate with internal teams to ensure billing aligns with service delivery
Maintain accurate records in billing systems and accounting software
Monitor accounts receivable, follow up on outstanding balances, and coordinate with partners on AR needs
Send past-due reminders and prepare final letters as needed
Refer and prepare documents for outside Collection agency
Manage shared mailboxes with full ownership of assigned requests
Work across multiple systems, including Outlook, Salesforce, STAR, Workday, and Microsoft Excel
Identify opportunities for process improvements, contribute ideas, and best practice share with team members when appropriate
Step in to cover for colleagues when needed and share workload across the team
Assist with month-end close activities to ensure deadlines are met
Participate in special projects and problem-solving efforts where independent thinking is required
Qualification
Required
Previous billing and accounts receivable experience
Strong attention to detail with the ability to interpret engagement letters and apply correct billing procedures
Proven ability to multitask and prioritize in a fast-paced environment
Excellent written communication skills and a polished, professional approach
Proactive and self-motivated, with the ability to move work forward independently
Comfortable taking ownership of work and thinking outside the box to solve problems
Preferred
Professional services or medical billing experience
Experience with Workday, especially the PSA module
Familiarity with Salesforce, STAR, and Microsoft Office Suite (Excel proficiency required)
Month-end close experience
Demonstrated ability to adapt quickly to new systems and processes
Benefits
Comprehensive and competitive Total Rewards package
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and 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 1997
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
PR Newswire
2025-10-01
Siebert Financial Corporation
2025-09-12
Company data provided by crunchbase