The Billing Coordinator manages the client billing lifecycle for assigned engagements, ensuring accurate, timely invoicing and responsive support to engagement partners and teams. This role combines billing expertise, analytical skills, and strong internal client service to maintain data integrity, improve efficiency, and support month-end close.

Key Responsibilities

Billing Operations

- Prepare, review, edit, and issue invoices in accordance with firm standards and engagement requirements
- Review WIP, time entries, and billing data for accuracy, completeness, and appropriate processing for Attest and Non-Attest engagements
- Identify billing discrepancies, outstanding items, and follow-up needs to support timely invoicing
- Monitor billing activity and recommend process improvements where appropriate

. Partner Support and Internal Client Service
- Serve as a primary contact for partners and engagement teams on billing questions, invoice revisions, and system-related requests.
- Respond promptly and professionally through email, ticketing systems, meetings, and other support channels.
- Explain billing processes, invoice structures, and system functionality while recommending efficient solutions.

Client Data and Financial Processing
- Maintain client master data, project records, and project codes to support accurate billing and engagement tracking
- Prepare WIP aging, accounts receivable, and other billing reports as requested.
- Process NLAC requests,



accounts receivable adjustments, write-offs, bad debt transactions, reimbursements, and related accounting entries in accordance with firm policies.

Month-End and Team Support
- Support weekly, period-end, and month-end billing activities, including resolution of outstanding billing and time-entry issues.
- Assist with reconciliations, special projects, process improvements, and system or data-conversion initiatives
- Provide backup coverage and collaborate with other Billing Coordinators and Finance team members to maintain con tinuity.

Core Competencies

Internal Client Service

- Builds strong relationships through responsive, accurate, and solution-oriented support.
- Communicates clearly, manages expectations, and understands firm operations well enough to provide practical recommendations.

Billing and Technical Expertise
- Maintains working knowledge of firm billing policies, systems, invoice standards, WIP, time entry review, project billing, and accounts receivable processes.
- Demonstrates strong attention to detail and commitment to accurate financial data.
- Having experience with Workday is must

Adaptability and Collaboration
- Adapts positively to evolving systems, processes, and priorities, including Workday-related changes
- Organizes complex information, streamlines workflows, takes ownership of deliverables, and works effectively as part of a team-oriented Finance team.

📌 Billing Coordinator (Mumbai)
🏢 SAX India
📍 Mumbai