Billing Specialist

Description

Bodewell Group is seeking a full-time Billing Specialist to manage client billing and invoicing within our agency environment. This role is primarily responsible for preparing accurate and timely invoices in accordance with project budgets, client rates, and contract terms while partnering closely with project managers to ensure billing reflects work completed. The ideal candidate has experience in agency or professional services billing, exceptional attention to detail, strong Excel skills, and the ability to collaborate across teams. Experience with BigTime is a plus 

At Bodewell Group, progress starts with people.

Location and Travel: This person must be located in San Diego. Our offices operate on a hybrid schedule, with 3 days onsite in San Diego. Availability to work extended hours or weekends when project demands require.

• Review client contracts and statements of work to understand billing terms, invoicing requirements, payment schedules, and other applicable conditions to ensure invoices are prepared in accordance with contractual obligations.
• Prepare accurate client invoices based on approved project budgets, hourly rates, and contractual requirements. 
• Review and verify billing data, ensuring accuracy and consistency prior to invoice submission. 
• Periodically audit time entries, billing rates, and billable expenses to support an accurate billing process. 
• Partner with project managers to ensure invoices align with work completed and client agreements. 
• Reconcile client accounts and resolve discrepancies in collaboration with internal teams. 
• Receive, record, and post client payments within the accounting system. 
• Monitor outstanding balances and assist with follow-up on past due invoices. 
• Maintain accurate records of billing transactions and related client communications. 

• Generate reports on invoice status, accounts receivable aging, and project billing metrics. 
• Reconcile the accounts receivable subledger to the general ledger and investigate variances as needed. 
• Identify opportunities to improve billing accuracy, efficiency, and process compliance. 
• Support month-end and year-end close activities and related financial reporting.

We believe meaningful work must be supported by meaningful benefits. Bodewell supports your professional growth, financial stability, health and overall well-being so you can focus on building what matters.

• Flexible, Hybrid Schedule: A hybrid work model that supports flexibility, collaboration and work-life balance.
• Medical, Dental and Vision Benefits: Comprehensive healthcare coverage including several low-cost medical plan options, 100% employer covered dental and vision, and FSA offerings to support our team and their families.
• Financial Growth and Stability: Competitive salaries with clear paths for advancement, 401(k) participation, profit-sharing opportunities and life insurance benefits.
• Professional Growth and Opportunity: A professional development stipend, internal training programs, mentorship from experienced professionals and exposure to influential stakeholders and complex, high-impact projects.
• Rest, Renewal and Well-Being: Three weeks of PTO, 13 paid holidays and a company wellness stipend for ClassPass.
• Community and Recognition: Company events and an employee recognition program celebrate contributions, milestones and the collaborative spirit that defines our culture.