<p>Sara Walker with Robert Half is looking for a skilled Payroll Administrator to join our team in Tualatin, Oregon. This position is crucial to maintaining the financial accuracy and compliance of our organization, with responsibilities spanning payroll management, accounting functions, and corporate compliance. The ideal candidate will bring expertise in payroll systems, a strong attention to detail, and the ability to thrive in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete payroll cycle, including verifying timesheets, processing semi-monthly payroll, and reconciling payroll accounts.</p><p>• Prepare journal entries, balance sheet reconciliations, and assist with month-end and year-end financial closings.</p><p>• Review and process benefit invoices while ensuring compliance with state and federal regulations.</p><p>• Handle accounts payable and receivable tasks, including vendor data management and banking processes.</p><p>• Analyze financial trends and provide insights to support decision-making.</p><p>• Assist in audits and tax filings, ensuring accuracy and timeliness.</p><p>• File sales tax returns promptly and maintain corporate registrations and licenses across multiple states.</p><p>• Collaborate with other departments to ensure financial processes align with operational needs.</p><p>• Utilize payroll and accounting systems effectively, ensuring data is accurate and up to date.</p><p>• Support corporate compliance initiatives to uphold regulatory standards.</p><p><br></p><p>Please reach out to Sara Walker with Robert Half to review this position. Job Order: 03600-0013326690</p><p><br></p>
<p>Do you have proven experience in a payroll position, strong knowledge of tax and wage laws, and good understanding of the common fiscal procedures? Robert Half is looking for Payroll Administrators to assist with frequent needs from our clients on a contract basis. A Payroll Administrator is primarily responsible for processing payroll and maintaining the employee database regarding salary and pay. Other duties include managing the company budget and expense as well as cooperating with different departments to increase payroll service performance and improve upon the payroll system.</p>
<p>Charlie Gilmur with Robert Half is looking for a highly skilled and detail-oriented Accounting and Business Administrator to join our team in Portland, Oregon. This role requires an individual with a strong background in bookkeeping, accounting, payroll management, and financial reporting. The ideal candidate will contribute to maintaining the financial health of our organization while ensuring compliance with all relevant regulations.</p><p><br></p><p>Responsibilities:</p><p>• Manage firm-wide bookkeeping tasks, including expense entry, vendor payments, and employee reimbursements.</p><p>• Coordinate with project managers to issue accurate client invoices and oversee accounts receivable processes.</p><p>• Perform monthly bank reconciliations and monitor cash flow to maintain financial stability.</p><p>• Process payroll and related responsibilities using QuickBooks Online.</p><p>• Generate detailed financial reports on a monthly, quarterly, and annual basis.</p><p>• Ensure compliance with federal, state, and client reporting requirements.</p><p>• Collaborate with auditors and tax preparers to meet regulatory standards and deadlines.</p><p>• Prepare and file tax returns such as wage withholding and other local filings.</p><p>• Supervise staff involved in accounts payable, payroll, and related financial operations.</p><p>• Utilize Services Automation software to track project expenses and budgets.</p><p><br></p><p>Please reach out to Charlie Gilmur with Robert Half to review this position. Job Order: 03600-0013327031</p><p><br></p>
<p>Charlie Gilmur is partnering with a confidential company to find a detail-oriented and analytical Payroll Analyst to join its dynamic team. Reporting to leadership, this role is critical in ensuring accurate and timely payroll processing, compliance with regulations, and continuous improvement of payroll operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and audit bi-weekly payroll for multiple states, ensuring accuracy and compliance with federal, state, and local regulations</li><li>Maintain payroll records and documentation in accordance with company policies and legal requirements</li><li>Collaborate with HR and Finance teams to reconcile payroll data and resolve discrepancies</li><li>Assist in year-end processes including W-2 preparation and tax filings</li><li>Analyze payroll trends and metrics to support strategic decision-making</li><li>Support internal and external audits related to payroll</li><li>Recommend and implement process improvements to enhance payroll efficiency and accuracy</li></ul><p>Please reach out to Charlie Gilmur with Robert Half to review this position. Job Order: 03600-0013324519</p><p><br></p>
<p>Sara Walker with Robert Half is looking for an experienced Payroll Supervisor/Manager/Director to lead and oversee payroll operations for a large organization in Milwaukie, Oregon. The ideal candidate will have a strong background in managing full-cycle payroll processes, ensuring compliance with regulations, and handling payroll for over 500 employees. This role requires exceptional organizational skills and a thorough understanding of benefits payroll management.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage the full-cycle payroll process to ensure accuracy and timeliness.</p><p>• Oversee payroll operations for a workforce exceeding 500 employees.</p><p>• Ensure compliance with federal, state, and local payroll regulations.</p><p>• Collaborate with HR and finance departments to align payroll practices with organizational policies.</p><p>• Manage and administer employee benefits related to payroll, including deductions and contributions.</p><p>• Resolve payroll discrepancies and address employee inquiries promptly.</p><p>• Analyze and improve payroll processes to enhance efficiency and accuracy.</p><p>• Prepare and present payroll reports to senior management.</p><p>• Stay updated on changes in payroll laws and regulations to ensure organizational compliance.</p><p>• Train and mentor payroll staff to maintain high performance and support their growth.</p><p><br></p><p>Please reach out to Sara Walker with Robert Half to review this position. Job Order: 03600-0013333057</p><p><br></p>
<p>Robert Half is seeking an Accountant to support our client in Milwaukie, Oregon. This is contract position offers an excellent opportunity for professionals with strong analytical skills and advanced technical expertise in financial operations. The ideal candidate will thrive in a fast-paced environment, managing complex reconciliations and producing high-quality financial reports daily. The Escheatment team is responsible for ensuring that payments are applied accurately and timely across customer accounts and that dormant or unclaimed funds are managed in compliance with state and federal unclaimed property (escheat) regulations!</p><p> </p><p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:</p><p>• Reaching out to payees (vendors and potentially claimants) to determine resolution for outstanding payments.</p><p>• Process daily cash receipts (lockbox, ACH, wire transfers, credit card, manual remittances) and apply them to the correct invoices/accounts in the AR system.</p><p>• Handling multiple payment exceptions and addressing/resolving items received.</p><p>• Performing other related duties and participating in special projects as assigned.</p>
<p>We are continuing to look for an experienced Payroll Specialists to help assist local clients with their ongoing needs on a contract basis. The ideal candidate is someone who has experience for managing a company's payroll system, ensuring that all employees are paid accurately and on time. If you have a strong background in payroll administration and are looking for a dynamic work environment, we would love to speak with you.</p>
<p>Robert Half has frequent needs from our clients in the local area for experienced Accountants. We are looking for detail-oriented professionals who thrive in dynamic environments and have the expertise to handle complex accounting and financial reporting tasks. If you're a seasoned accounting professional looking to take the next step in your career, we’d love to hear from you!</p>
<p>We are currently seeking a dedicated and detail-oriented Full Charge Bookkeeper for ongoing needs for our local clients. This is an excellent opportunity for an individual looking to grow professionally in a dynamic work environment. Our ideal candidate is a self-starter with exceptional multi-tasking skills.</p>
<p>We are looking for a detail-oriented Accounting Specialist to join our team on a contract basis in Portland, Oregon. In this role, you will handle a variety of payment processing and accounting tasks, ensuring accuracy and efficiency in financial transactions. This opportunity is hybrid and requires the candidate to work onsite two days per week. </p><p><br></p><p>Responsibilities:</p><p>• Review and process customer payment files, ensuring accuracy and timely completion.</p><p>• Investigate and resolve discrepancies in payments and account balances.</p><p>• Verify and research customer payments using online portals and other resources.</p><p>• Respond to inquiries related to billing issues and provide solutions with professionalism.</p><p>• Input and update data for billing adjustments and account cancellations for both residential and commercial customers.</p><p>• Prepare daily cash statements and reconcile cash batches to maintain accurate financial records.</p><p>• Process electronic payment exceptions and manage fund transfers between customer accounts.</p><p>• Maintain records and documentation for audit purposes, ensuring compliance with company policies.</p><p>• Coordinate daily workflow to meet critical deadlines, such as bank deposit submissions.</p><p>• Collaborate with team members to address and resolve payment-related issues efficiently.</p>
<p>Jana Chapman with Robert Half is looking for an experienced Senior Accountant to join our team in Hillsboro, Oregon. In this role, you will play a pivotal part in managing key accounting functions, collaborating with cross-functional teams, and ensuring financial accuracy and compliance. This position offers growth opportunities and the chance to work alongside a supportive and dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and manage fixed assets across various locations, ensuring accurate tracking and reporting.</p><p>• Review and oversee accounts payable transactions, including credit card payments and credit memos, while providing guidance to the AP team.</p><p>• Prepare and reconcile payroll-related journal entries, collaborating with the payroll team to ensure proper integration into the general ledger.</p><p>• Conduct monthly financial reviews, handle journal entries, and manage prepaids and reconciliations to support the month-end close process.</p><p>• Collaborate with engineering and other teams to calculate standard costing, establish cost rates, and maintain inventory accuracy.</p><p>• Partner with purchasing, sales, and other departments to streamline communication and optimize accounting processes.</p><p>• Update and manage the month-end close checklist, comparing account data to ensure financial statement accuracy.</p><p>• Assist in maintaining accurate inventory transactions and costing processes.</p><p>• Contribute to a collaborative team environment, stepping in to support various tasks as needed.</p><p><br></p><p>Please reach out to Jana Chapman at Robert Half to review this position. Job Order: 03600-0013314139</p><p><br></p>
<p>We are looking for a meticulous Accounting Specialist to join our client in St. Helens, Oregon. This Contract to permanent position offers an exciting opportunity to contribute to essential financial operations while ensuring accuracy and efficiency in processes such as accounts payable and receivable, invoice handling, and payment reconciliation. The ideal candidate will thrive in a fast-paced environment and bring strong attention to detail to support the team’s financial goals.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete accounts payable cycle, including receiving, reviewing, and entering vendor invoices into Dynamics NAV.</p><p>• Oversee a small accounts receivable portfolio, focusing on three key customer accounts, ensuring timely payment collection and accurate postings.</p><p>• Process approximately 10 invoices daily, ensuring compliance with company policies and input accuracy.</p><p>• Utilize banking systems to handle invoice processing and maintain transaction records.</p><p>• Reconcile payments by entering journal entries into the ERP system and verifying all transactions for accuracy.</p><p>• Collaborate with customers to resolve invoice disputes and ensure timely payment collections.</p><p>• Conduct routine check runs and manage the posting of payments efficiently.</p><p>• Support billing functions and maintain detailed financial documentation.</p><p>• Prepare account reconciliations to ensure all financial records align with company standards.</p><p>• Utilize Microsoft Excel to analyze data and generate financial reports as needed.</p>
<p>Robert Half is seeking detail-oriented contractors to assist our client on a contract basis with their year-end 1099 process. You will work closely with internal teams to ensure timely and accurate handling of 1099-related tasks during this critical period. This opportunity is hybrid, primarily remote, requiring candidates local to Oregon or Washington.</p><p> </p><p>Key Responsibilities: </p><p><br></p><p>Support the year-end 1099 process alongside internal team </p><p>Manage and monitor the 1099 inbox for incoming requests </p><p>Update existing 1099 forms and issue new forms upon request </p><p>Send electronic copies of 1099s to recipients </p><p>Ensure compliance with deadlines and accuracy in all tasks</p>
<p>Dawoud Kazimee with Robert Half is looking for an experienced Senior Accountant to join our team in Camas, Washington. In this role, you will play a critical part in managing financial operations, including budgeting, financial reporting, and statement preparation. This position requires collaboration across teams and a strong ability to think critically about complex financial matters.</p><p><br></p><p>Responsibilities:</p><p>• Oversee budgeting processes, ensuring accurate financial planning and resource allocation.</p><p>• Prepare and review financial statements, ensuring compliance with regulatory standards and organizational goals.</p><p>• Generate and analyze financial reports to provide actionable insights for decision-making.</p><p>• Manage and monitor the financial performance of multiple funds, ensuring accuracy and timeliness.</p><p>• Collaborate with various teams to address financial issues and support organizational objectives.</p><p>• Apply critical thinking to resolve complex accounting challenges and improve financial processes.</p><p>• Ensure compliance with audit requirements and assist in audit preparation when necessary.</p><p>• Perform reconciliations and maintain accurate financial records.</p><p>• Identify opportunities for process improvements and implement best practices in financial reporting.</p><p>• Provide guidance and mentorship to less experienced team members, fostering a culture of collaboration and excellence.</p><p><br></p><p>Salary Range: $80,000 – $115,000</p><p> Bonus: Yes – discretionary </p><p> </p><p><strong>Benefits </strong></p><p>Medical: Yes</p><p>Vision:yes</p><p>Dental:yes</p><p>Life & Disability Insurance:yes</p><p>Retirement Plans:yes</p><p> </p><p><strong>Paid Time Off</strong></p><p>Paid Vacation:3 weeks </p><p>Paid Holidays:12 holidays</p><p>Sick leave:1 week</p><p><br></p><p>Please reach out to Dawoud Kazimee with Robert Half to review this position. Job Order: 03600-0013326271</p><p><br></p>
<p>We are looking for a detail-oriented Staff Accountant to join our client's team in Beaverton, Oregon. This is a long-term contract position offering an excellent opportunity to contribute to financial operations for multiple entities. The ideal candidate will have a strong background in accounting and a keen ability to manage financial records with precision.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-end close processes across various entities to ensure timely and accurate reporting.</p><p>• Maintain and manage the general ledger, ensuring all financial transactions are properly recorded.</p><p>• Prepare and post journal entries to support accurate financial documentation.</p><p>• Reconcile accounts to identify discrepancies and maintain integrity in financial reporting.</p><p>• Provide support to team members by serving as a backup for essential accounting functions.</p><p>• Collaborate on corporate tax-related activities, including tax filings and compliance.</p><p>• Handle sales tax calculations and ensure adherence to relevant regulations.</p><p>• Utilize NetSuite to manage accounting processes and streamline workflow.</p>
<p>Jana Chapman with Robert Half is looking for a highly skilled Senior Accountant to join our team in Lake Oswego, Oregon. The ideal candidate will bring extensive experience in public accounting and a solid background in audit processes. This role requires someone who is detail oriented and excels in financial reporting and reconciliation while maintaining compliance with accounting standards.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end close procedures to ensure timely and accurate financial reporting.</p><p>• Maintain and reconcile the general ledger to ensure all transactions are recorded correctly.</p><p>• Prepare and post journal entries while adhering to accounting principles and guidelines.</p><p>• Perform account reconciliations and resolve discrepancies to maintain accurate financial data.</p><p>• Conduct bank reconciliations to ensure proper documentation and alignment with financial records.</p><p>• Collaborate with auditors to support and facilitate audit processes.</p><p>• Utilize Odoo or similar accounting tools to streamline financial operations.</p><p>• Ensure compliance with regulatory standards and internal controls in all accounting activities.</p><p>• Analyze financial data to identify trends and provide actionable insights.</p><p>• Prepare detailed reports for management to support decision-making processes.</p><p><br></p><p>Please reach out to Jana Chapman with Robert Half to review this position. Job Order: 03600-0013338425</p><p><br></p>
<p>Our clients in the local area frequently seek experienced Senior Accountants to assist with key financial and operational responsibilities. We are consistently looking for talented Senior Accountants to fill various positions for our clients. As a Senior Accountant, you will play a crucial role in ensuring accurate financial reporting, compliance with regulatory standards, and providing valuable insights to drive business decisions.</p>
<p>Jamie Benway with Robert Half is looking for a Senior Accountant to join our team in Tualatin, Oregon. This role requires an individual with strong attention to detail and organizational skills to manage key accounting functions and ensure the accuracy of financial reporting. The ideal candidate will bring a solid understanding of accounting principles and a commitment to maintaining compliance with organizational policies.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and execute month-end closing procedures to ensure timely and accurate financial reporting.</p><p>• Maintain and reconcile general ledger accounts to ensure alignment with organizational standards.</p><p>• Prepare and analyze financial statements, ensuring compliance with regulatory requirements.</p><p>• Collaborate with internal teams to support budgeting and forecasting processes.</p><p>• Identify and implement process improvements to streamline accounting operations.</p><p>• Ensure adherence to accounting policies and procedures while maintaining compliance with applicable regulations.</p><p>• Manage journal entries and adjustments as needed for accurate account balances.</p><p>• Provide support during audits by preparing necessary documentation and addressing inquiries.</p><p>• Monitor and resolve discrepancies in financial data to maintain accuracy.</p><p>• Assist in the development and implementation of accounting systems and tools.</p><p><br></p><p>Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013335157</p><p><br></p>
<p>Jamie Benway with Robert Half is looking for a skilled Senior Accountant to join our team in Portland, Oregon. In this role, you will work closely with various stakeholders to provide accurate financial insights and ensure the integrity of accounting processes. The ideal candidate will excel in producing detailed reconciliations, analyzing financial fluctuations, and driving continuous improvements in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Prepare journal entries, account reconciliations, and bank reconciliations for accounts with high data volume and significance to the organization.</p><p>• Conduct fluctuation analyses to identify and explain changes in financial statements, including the balance sheet and income statement.</p><p>• Present validated financial summaries and reports to management for decision-making.</p><p>• Manage workload effectively, ensuring deadlines are met, particularly during quarter-end and year-end processes.</p><p>• Design and implement process efficiencies to improve workflows and enhance documentation standards.</p><p>• Collaborate with teams to strengthen communication and streamline accounting operations.</p><p>• Ensure compliance with corporate controls requirements and financial statement frameworks.</p><p>• Support internal and external audit processes by providing requested information and preparing ad hoc reports.</p><p><br></p><p>Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013334910</p><p><br></p>
<p>We are looking for an experienced AR Accountant to join our team on a contract basis in Portland, Oregon. In this role, you will handle crucial accounting tasks such as accounts receivable invoicing and payment processing, while ensuring accuracy and efficiency in financial operations. This position offers an opportunity to collaborate with multiple departments and contribute to the success of a non-profit organization. Full-cycle accounts receivable experience plus NetSuite is required! </p><p><br></p><p>Responsibilities:</p><p>• Process and record a high volume of invoices, payments, and expense reports in the organization's accounting system.</p><p>• Prepare and issue invoices while calculating amounts with precision.</p><p>• Work closely with the Senior Accountant to ensure timely completion of invoice processing and reporting.</p><p>• Manage statements of work and related billings, coordinating with team members to maintain seamless workflows.</p><p>• Investigate and respond to inquiries from vendors, members, or other departments regarding financial matters.</p><p>• Cultivate strong vendor relationships to streamline communication and account management.</p><p>• Collaborate with the Finance team to address discrepancies and maintain accurate records.</p><p>• Conduct regular reviews of accounts and reporting to ensure compliance and accuracy.</p><p>• Provide support for reconciliation tasks, including bank statements and general ledger accounts.</p><p>• Assist with journal entries and other routine accounting functions as needed.</p>
<p>We are looking for an experienced Property Accountant to join our client's team on a contract basis in Wilsonville, Oregon. In this role, you will be responsible for ensuring the accuracy of tenant ledgers and handling financial tasks related to residential and commercial properties. This position offers an excellent opportunity to utilize your expertise in property accounting and Yardi software to support a thriving portfolio.</p><p><br></p><p>Responsibilities:</p><p>• Review and adjust tenant ledgers to ensure accurate financial records.</p><p>• Investigate and resolve discrepancies where concessions have been applied as payments.</p><p>• Perform detailed line-by-line analysis of system entries and correct errors.</p><p>• Utilize Yardi software to make ledger corrections and ensure compliance with accounting standards.</p><p>• Conduct thorough reviews of security deposits and reconcile accounts accordingly.</p><p>• Process month-end close activities, including accrual accounting and general ledger adjustments.</p><p>• Collaborate with property management teams to address accounting-related inquiries.</p><p>• Ensure all financial data aligns with company policies and regulatory requirements.</p><p>• Support audits and provide detailed documentation when requested.</p>
<p>We are looking for a highly skilled Sr. Accountant to join our team on a contract basis in Portland, Oregon. This position plays a vital role in maintaining the financial integrity of our non-profit organization through precise accounting practices. The ideal candidate will bring expertise in financial operations and a commitment to ensuring compliance and efficiency. NetSuite experience is required to be successful in this role! </p><p><br></p><p>Responsibilities:</p><p>• Manage month-end closing activities, ensuring timely and accurate reporting of financial data.</p><p>• Maintain and reconcile general ledger accounts, including preparing journal entries.</p><p>• Perform detailed account reconciliations to verify accuracy and completeness of financial records.</p><p>• Conduct bank reconciliations to ensure consistency between internal records and external statements.</p><p>• Prepare financial reports and analyses to support organizational decision-making processes.</p><p>• Oversee procurement activities, ensuring compliance with organizational policies and procedures.</p><p>• Coordinate grant proposal submissions and research administration tasks to support funding initiatives.</p><p>• Utilize NetSuite software to streamline accounting operations and financial reporting.</p><p>• Collaborate with internal teams to ensure smooth execution of financial and administrative processes.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our client in SE Portland, OR. This Contract-to-permanent position offers an exciting opportunity in the healthcare industry for candidates with strong technical skills and experience in accounts payable, accounts receivable, and complex reconciliations. The ideal candidate thrives in a fast-paced environment, enjoys working with large datasets, and demonstrates advanced proficiency in Microsoft Excel.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and distribute an average of 80 financial reports daily with accuracy and efficiency.</p><p>• Manage payment processing and reconcile a large amount of accounts each day, ensuring deadlines are consistently met.</p><p>• Develop and automate procedures to enhance reporting and communication workflows.</p><p>• Research and resolve anomalies within large datasets through detailed reconciliation processes.</p><p>• Monitor and track held payments, addressing exceptions and ensuring proper resolution.</p><p>• Print and release payments according to specific customer criteria.</p><p>• Conduct full-cycle accounting activities, including credit and debit account analysis.</p><p>• Collaborate with team members to meet operational deadlines and handle high-volume tasks.</p><p>• Create standard operating procedures (SOPs) to streamline accounting processes and improve efficiency.</p><p>• Attend daily deadlines and ensure timely completion of all assigned tasks</p>
<p>Jamie Benway with Robert Half is looking for a detail-oriented Financial Analyst/Manager to join our team in McMinnville, Oregon. In this role, you will be responsible for overseeing financial planning, analysis, and reporting to support strategic decision-making. The ideal candidate will have a strong background in financial modeling and budgeting processes, along with the ability to analyze variances and provide actionable insights.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support business planning and forecasting.</p><p>• Conduct in-depth financial analysis to identify trends, risks, and opportunities.</p><p>• Prepare and manage annual budgets, ensuring alignment with organizational goals.</p><p>• Perform variance analysis to compare actual performance against planned budgets and forecasts.</p><p>• Collaborate with cross-functional teams to gather data and provide financial insights.</p><p>• Present detailed financial reports and recommendations to senior management.</p><p>• Monitor and improve budgeting processes to enhance efficiency and accuracy.</p><p>• Support strategic decision-making by delivering clear and actionable financial insights.</p><p>• Ensure compliance with financial regulations and company policies.</p><p>• Identify areas for financial improvement and recommend solutions to optimize resources.</p><p><br></p><p>Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013301635</p><p><br></p>
<p>We are looking for a skilled Billing Manager to oversee and optimize the operations of our billing department. HDQ is located in Washington, but role is remote with 8-5 CST schedule. This role requires a detail-oriented leader who can manage invoicing, payment processing, and compliance while driving improvements in efficiency and team performance. The ideal candidate will bring expertise in billing systems, regulatory standards, and client communication to ensure seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily billing operations, ensuring accurate and timely invoicing for clients, including employers, plan sponsors, and carriers.</p><p>• Manage payment processing and collections to maintain a stable cash flow and minimize overdue balances.</p><p>• Oversee the integration and accuracy of billing data across systems such as PensionPro, FT Williams, and NetSuite, resolving discrepancies as needed.</p><p>• Ensure compliance with federal, state, and industry regulations, including fiduciary standards and fee structures, through regular audits and risk mitigation efforts.</p><p>• Lead and mentor a team of billing specialists, providing training, performance feedback, and fostering a collaborative work environment.</p><p>• Develop clear communication materials for clients to explain billing processes, fee schedules, and payment expectations, addressing inquiries promptly.</p><p>• Prepare detailed reports on billing performance metrics, payment trends, and outstanding balances to support data-driven decision-making.</p><p>• Identify opportunities for process improvements, including automation and the integration of advanced billing technologies.</p><p>• Assist with onboarding new clients by setting up billing profiles and ensuring a smooth transition into billing operations.</p><p>• Collaborate with internal teams such as client services, accounting, and IT to align billing practices with organizational goals.</p>
