Billing & Operations Coordinator

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!

·         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.

·         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.

·         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.

·         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-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.

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.

·         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.

·         Accountability

·         Initiative

·         Organization

·         Time Management

·         Critical Thinking

·         Problem Solving

·         Adaptability

·         Professional Communication

·         Confidentiality

·         Team Collaboration

·         Customer Service

·         Continuous Improvement

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.

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.