Wealthsimple

Billing Specialist

Wealthsimple Lisle, IL
No longer accepting applications

Job Description:

Brindley Engineering Corporation is a Lisle-based engineering consultancy seeking a Client Billing Specialist. The Billing Specialist can be expected to assist the Financial Services Manager with client specific timesheet and expense report requirements, project set-up, client invoicing, project management support, and accounts receivable reporting.

The successful candidate must be highly proficient with MS Excel in this data driven position. Also imperative is learning our ERP system, Deltek Vantagepoint. The candidate must be trustworthy with sensitive billing data, efficient, self-directed, and well-organized.

Job Duties/Responsibilities:

  • Navigating online platforms used for timesheets, expense reports, client invoicing, and client- related travel
  • Handling communication with project managers and clients via Teams or email
  • Provide administrative support to the Financial Services and Project Management functions
  • Perform billing tasks, such as invoice creation, bill rate audits, and monitoring accounts receivable
  • Maintaining internal client databases and ensuring records are complete and accurate
  • Preparing basic reports from ERP system
  • Assisting with client project audits and resolving discrepancies


Minimum Qualifications:

  • Associate degree in a related field (preferred)
  • Typically, 5 years of work-related experience
  • Proficiency in creating formulas, tables, and pivot tables in Excel
  • Commitment to accuracy and attention to detail
  • Ethical behavior when dealing with sensitive financial information
  • Proficiency with computers, MS Office, and web-based interfaces
  • Exceptional time management and multitasking skills
  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing and Finance
  • Industries

    Financial Services

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