Billing & Operations Coordinator

Job Description

Job Description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Company parties
• Dental insurance
• Parental leave
• Training & development
• Vision insurance

About the Role:
Carabell Leslie & Company is looking for a detail-oriented and driven Billing & Operations Coordinator to join their team in Mount Clemens, MI. This is a fantastic opportunity to play a key role in keeping day-to-day operations running smoothly while making a real impact on the business. If you thrive in a fast-paced environment and love bringing order to complexity, we want to hear from you!

Essential Responsibilities
Billing Administration
· Coordinate the firm's billing process using Canopy.
· Prepare, review, and process client invoices.
· Review Work-in-Process (WIP) reports.
· Monitor unbilled work and assist partners with billing completion.
· Process invoice adjustments as approved.
· Assist with Accounts Receivable tracking and collection follow-up.
· Prepare monthly billing reports.
· Maintain accurate billing records.

Administrative Operations
· Support the day-to-day administrative operations of the firm.
· Maintain administrative records and internal databases.
· Coordinate document management and workflow.
· Assist with engagement setup and administrative support.
· Maintain operational procedures and documentation.
· Support firm initiatives and special projects.
· Assist with implementation of new administrative processes.

Process Improvement
· Identify opportunities to improve efficiency.
· Recommend workflow improvements.
· Assist with developing and maintaining Standard Operating Procedures.
· Identify bottlenecks and recommend practical solutions.
· Support operational initiatives directed by the Director of Operations.
· Assist with implementation of technology and process improvements.

Client Service
· Professionally communicate with clients regarding billing and administrative matters.
· Assist with client onboarding.
· Support client portal setup and maintenance.
· Coordinate administrative requests from clients.

Cross-Training & Office Support
· Cross-train with other administrative staff.
· Provide backup coverage for front office operations.
· Assist with phones, mail, scheduling, and general office support as needed.
· Support firm meetings and special events.

Ownership & Performance Expectations
The successful candidate will:
· Take ownership of assigned responsibilities with minimal supervision.
· Manage multiple priorities while consistently meeting deadlines.
· Communicate proactively when issues arise.
· Demonstrate sound judgment and professionalism.
· Anticipate needs before they become urgent.
· Look for opportunities to improve processes rather than simply maintain them.
· Be flexible during busy seasons and changing priorities.
· Demonstrate initiative and a willingness to learn.
· Maintain confidentiality and professionalism at all times.

Qualifications
· Associate's or Bachelor's degree in accounting or related field is preferred.
· 3–5 years of administrative, billing, or office operations experience.
· Experience in a CPA firm, accounting firm, legal office, or other professional services environment preferred.
· Strong Microsoft Office skills.
· Experience with Canopy or similar practice management software preferred.
· Excellent written and verbal communication skills.
· Exceptional organizational skills and attention to detail.

Core Competencies
· Accountability
· Initiative
· Organization
· Time Management
· Critical Thinking
· Problem Solving
· Adaptability
· Professional Communication
· Confidentiality
· Team Collaboration
· Customer Service
· Continuous Improvement

What Success Looks Like
Success in this role includes:
· Consistently meeting deadlines without reminders.
· Taking ownership of work from start to finish.
· Anticipating administrative and billing needs.
· Maintaining accurate and timely billing.

About Us:
Carabell Leslie & Company is a trusted firm based in Mount Clemens, MI, known for delivering exceptional service and results to their clients. Our team is built on a culture of collaboration, integrity, and professional growth — making it a place where employees are supported and valued. Join a company where your contributions matter and your career can truly flourish.