Time & Billing Specialist at Novogradac & Company Llp in Portland, OR | USD47,000-54,000 | Kablio

Role

Description

timesheet review

refund processing

invoice review

erp maintenance

journal entries

ad hoc reporting

Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies.
Process client credit card refunds. Download and report on client confirmation and credit card transactions.
Review client invoices for accuracy and distribute monthly invoices through mail and email.
Maintain accuracy of client account data within the ERP accounting system.
Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs.
Create and process ad hoc invoices.
Follow-up on client accounts that have non-deliverable addresses.
Process time and billing adjustments.
Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates.
Produce ad hoc reports related to time and billing.

Requirements

finance

excel

accounting software

detail-oriented

communication

time management

Sound understanding of financial concepts.
Strong organizational and follow-through skills, performing work accurately with strong attention to detail.
Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems.
Excellent verbal and written communication skills.
Ability to meet deadlines and effectively prioritize a fast-paced and varied workload.

Benefits

Competitive benefits package
Competitive salaries with continuous review of market conditions
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Strong growth opportunities
Discretionary annual bonuses for eligible positions & CPA bonus plan
Remote and hybrid opportunities
Dress for your day policy
Inclusive workplace, providing strong professional growth and development opportunities
Flexible working hours and work arrangements
Increased number of paid holidays per year
Compensation: $47,000 - $54,000 depending on experience. More is possible if experience dictates.
401(k) package with firm profit-sharing

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

1989 Founded

Year Established

The year the company was established, marking its long-standing presence in the industry.

specializes in serving real estate, community development, and government sectors with tailored financial services.
With offices across the country, offers expertise in affordable housing, low-income housing tax credits, and tax credit syndication.
known for deep involvement in policy-making, helping shape the tax code and community development programs.
clients range from developers and financial institutions to government agencies and non-profit organizations.
reputation for excellence makes them a go-to resource for complex financial projects and consulting services.
broad industry expertise covers tax credits to property management and audit services, focusing on real estate and community development.

Culture + Values

Committed to the highest level of professional integrity and client service.
Believes in building lasting relationships based on trust and mutual respect.
Values continuous learning and professional development for all team members.
Fosters an environment of teamwork and collaboration.
Supports a culture of excellence, encouraging employees to challenge themselves and grow.

Environment + Sustainability

Net-Zero by 2050

Long-Term Sustainability Goal

Aims to achieve net-zero emissions as part of its sustainability efforts.

Committed to reducing environmental impact.
Implemented energy-saving initiatives and promotes sustainable office practices.
Active in renewable energy and green building projects.

Inclusion & Diversity

Employees feel valued and respected in a diverse and inclusive workplace.
Diversity goals are established and prioritized at all levels of the organization.
Employee resource groups are supported to foster a sense of community.
Regular reviews and reporting on diversity and inclusion metrics are conducted to drive continuous improvement.

Articles

Role

Description

timesheet review

refund processing

invoice review

erp maintenance

journal entries

ad hoc reporting

Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies.
Process client credit card refunds. Download and report on client confirmation and credit card transactions.
Review client invoices for accuracy and distribute monthly invoices through mail and email.
Maintain accuracy of client account data within the ERP accounting system.
Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs.
Create and process ad hoc invoices.
Follow-up on client accounts that have non-deliverable addresses.
Process time and billing adjustments.
Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates.
Produce ad hoc reports related to time and billing.

Requirements

finance

excel

accounting software

detail-oriented

communication

time management

Sound understanding of financial concepts.
Strong organizational and follow-through skills, performing work accurately with strong attention to detail.
Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems.
Excellent verbal and written communication skills.
Ability to meet deadlines and effectively prioritize a fast-paced and varied workload.

Benefits

Competitive benefits package
Competitive salaries with continuous review of market conditions
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Strong growth opportunities
Discretionary annual bonuses for eligible positions & CPA bonus plan
Remote and hybrid opportunities
Dress for your day policy
Inclusive workplace, providing strong professional growth and development opportunities
Flexible working hours and work arrangements
Increased number of paid holidays per year
Compensation: $47,000 - $54,000 depending on experience. More is possible if experience dictates.
401(k) package with firm profit-sharing

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found