Benefits:

401(k)

Employee discounts

Health insurance

Paid time off

401(k) matching

Company parties

Dental insurance

Parental leave

Training & development

Vision insurance

About the Role:

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!

Essential Responsibilities

Billing Administration

· 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.

Administrative Operations

· 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.

Process Improvement

· 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.

Client Service

· 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-Training & Office Support

· 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.

Ownership & Performance Expectations

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.

Qualifications

· 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.

Core Competencies

· Accountability

· Initiative

· Organization

· Time Management

· Critical Thinking

· Problem Solving

· Adaptability

· Professional Communication

· Confidentiality

· Team Collaboration

· Customer Service

· Continuous Improvement

What Success Looks Like

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.

About Us:

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.