Job description
Why Grassi?
Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:
Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:
- Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level.
- Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry.
- “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
- Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day!
- CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more!
- Discounted gym memberships, wellness programs and a competitive benefits package!
Overview:
As part of our Finance team in
Jericho, NY your responsibility is to ensure that the Firm tracks and collects debts consistently and correctly. Billing Coordinator is equipped with knowledge of billing procedures with attention to detail and have strong numerical aptitude and excellent customer service skills. As a Billing Coordinator you take accountability for all bill preparation and client collection follow-up for numerous Partners.
Responsibilities:
- Ensure accuracy and completeness of billing information and records
- Prepare and issue monthly invoices for distribution
- Review remaining WIP balances after biller is completed, inquire about aged amounts and note all explanations on report before sending to Director for review.
- Maintain billing spreadsheet for completed biller assignments
- Interact and meet with Partners/Billers regarding WIP and AR.
- Monitor Billing Team email for completion of billing and client/biller inquiries.
- Provide customer service with clients and prepare ad hoc analysis as requested
- Receipt application and distribution of daily report (when assigned)
- Assist with monthly distribution of statements
- Communicate with clients regarding payments/invoices, assist collection team with follow up on overdue accounts.
Qualifications:
- 3-5 years of billing experience and knowledge of bookkeeping
- Comfortable with mathematics and financial data
- Understanding accounting principles and Firm practices
- Ability to prioritize and multitask while sustaining great attention to detail
- Excellent organizational and communication skills
- Strong customer service skills
- Proficient with Microsoft Office Suite applications, including Word, Outlook, Excel, PowerPoint
About Our Firm
As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.
Grassi & Co.’s Company Culture
Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi’s own nonprofit clients.
As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.
Grassi & Co.’s Company Culture
Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi’s own nonprofit clients.
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