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Billing Clerk / Specialist
Aliso Viejo, CA
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We are looking for a detail-focused Time & Billing Clerk to support billing operations for a respected services organization in California. This Long-term Contract position is ideal for someone who enjoys working with financial data, producing accurate invoices, and keeping billing records organized in a fast-paced setting. The person in this role will contribute to day-to-day invoicing activities, help resolve billing questions, and partner with internal teams to ensure timely and precise documentation.
Responsibilities:
Prepare and issue client invoices through Cleo while ensuring charges are entered accurately and submitted on schedule.
Monitor billing activity and maintain organized records so invoice status and supporting details can be easily tracked.
Create and send invoices using approved formats and confirm that all required information is complete before distribution.
Update Excel logs and reporting tools to support billing oversight, reconciliation, and follow-up activities.
Handle trust transfer paperwork and related billing transactions with close attention to accuracy and compliance.
Maintain client and billing data within internal systems, making updates as needed to keep records current.
Investigate invoice discrepancies, answer billing-related questions, and work with stakeholders to resolve issues promptly.
Review billing documentation for completeness and correctness before final processing to reduce errors and delays.