Accounts Receivable - Client Billing

Location: Newport Beach, CA Onsite

Hours: 8 AM-5 PM

Type: Contract to hire

Pay: $40 an hour

About the Opportunity

We are seeking a detail-oriented and analytical Associate, Accounts Receivable to join a growing Client Billing team. This role is responsible for calculating client fees, generating invoices, validating revenue data, resolving billing discrepancies, and supporting process improvement initiatives.

This is an excellent opportunity for professionals with accounting, accounts receivable, or financial operations experience who enjoy working with data, solving problems, and contributing to operational excellence.

Key Responsibilities

• Calculate and generate client invoices based on contractual fee schedules and billing requirements.
• Manage a portfolio of assigned accounts and maintain billing-related account information.
• Perform billing calculations, reconciliations, and variance analysis.
• Review data from multiple sources to ensure accuracy and completeness.
• Investigate billing discrepancies and resolve issues through research and cross-functional collaboration.
• Maintain organized documentation supporting calculations and billing outputs.
• Support monthly revenue reporting, accruals, and financial reporting activities.
• Partner with Finance, Legal, Account Management, and other internal stakeholders to resolve billing inquiries.
• Identify opportunities for process improvement, automation, and operational efficiency.
• Apply sound judgment when navigating complex or non-standard billing scenarios.

Qualifications

Required

• Bachelor's degree required.
• Approximately 3+ years of corporate experience.
• Experience in Accounts Receivable, Billing, Accounting, Revenue Operations, Financial Operations, or related field.
• Strong Excel skills including:
  • VLOOKUP/XLOOKUP
  • Pivot Tables
  • Formulas and calculations
  • Data filtering and analysis
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities independently.
• Strong written and verbal communication skills.

Preferred

• Experience in financial services, banking, asset management, or investment-related environments.
• Exposure to SQL, Oracle, Alteryx, Python, AI tools, or automation technologies.
• Experience participating in process improvement initiatives.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.