Scan your resume against ATS criteria for this Project & Billing Operations Associate role at clearviewhealthcarepartners.
ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic spaces, we provide world-class strategic decision-making support across a diverse range of business issues. Our goal is to inform actionable recommendations that allow companies to achieve their business objectives.
The CV Finance function is largely centralized. All clients globally are invoiced by the corporate Finance team. As such, the Project & Billing Operations Associate responsibilities will involve global transactions and interfacing with project leadership across all locations.
Create and Submit Client Invoices: Generate accurate and timely invoices for clients based on project milestones and statements of work/contracts/purchase orders. Send invoices to clients based on each client’s preferred method (e.g., email, Ariba, etc.)
Coordinate with Project Leadership: Ensure all project documentation (statement of work, client purchase order, etc.) is received and appropriately organized. Verify the timing and amount of each invoice relative to project milestones and statements of work. Resolve discrepancies. Review and approve invoices before sending them to clients. Address past due invoices with clients.
Process Client Payments: Apply cash to accounts receivable from remittances received in our bank accounts. Handle and deposit client payments occasionally received in the form of physical checks.
Support Accounts Receivable Collection Efforts: Assist members of the Finance team responsible for receivables management and collection by researching/reconciling past transactions and supporting dispute resolution or other investigation efforts.
Client Communication: Coordinate with clients regarding payment instructions, bank account logistics and outstanding payments. Maintain information on platforms such as Ariba as needed.
Reconciliation: Ensure that information remains in-sync among various systems.
Audit Support: Provide documentation to external auditors to facilitate our annual financial statement audit.
Analyzing project profitability and coordinating with project leadership to understand trends and opportunities.
Assist in maintaining project/opportunity pipeline within
to ensure accurate forecasting and pipeline visibility.
Monitor and support timesheet compliance across project teams, ensuring timely and accurate submissions aligned with billing cycles.
Support general month-end and year-end close activities related to revenue recognition, project & billing reconciliations, invoicing cutoffs, revenue and AR reporting.
At least five years’ prior experience in invoicing, billing, or accounts receivable, preferably in a professional services or project-based environment.
Strong organizational skills and attention to detail; comfortable managing multiple open items at.
Clear, professional written and verbal communication skills; able to interact effectively with internal teams including company leadership, and clients.
Proficiency with Microsoft Excel and familiarity with business or finance software (experience with
is mandatory and NetSuite is good to have).
Reliable, process-oriented, and able to follow through consistently on recurring tasks.
Comfortable working independently and coordinating with multiple stakeholders (e.g., project leadership, Finance and other corporate teams such as Compliance, etc.)
Strong work ethic and sense of accountability, takes pride in accurate, timely work.
Experience working with global organizations or cross‑regional finance teams.
Strong understanding of accounting principles, revenue recognition, and project financial management.
Proficiency in Excel and financial/accounting systems (ERP experience preferred).
Experience working on Microsoft PowerBI will be an added advantage.
Ability to work independently, manage deadlines, and multitask in a dynamic environment.
Ability to work out of the Gurgaon office 50% of the time.
We recognize that not every candidate will meet every qualification listed. If you’re excited about this role and believe you have relevant experience or transferable skills, we encourage you to apply. We value curiosity, a growth mindset, and a commitment to collaboration.
ClearView Healthcare Partners ("CV") is an Equal Opportunity employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
The CV Finance function is largely centralized. All clients globally are invoiced by the corporate Finance team. As such, the Project & Billing Operations Associate responsibilities will involve global transactions and interfacing with project leadership across all locations.
Create and Submit Client Invoices: Generate accurate and timely invoices for clients based on project milestones and statements of work/contracts/purchase orders. Send invoices to clients based on each client’s preferred method (e.g., email, Ariba, etc.)
Coordinate with Project Leadership: Ensure all project documentation (statement of work, client purchase order, etc.) is received and appropriately organized. Verify the timing and amount of each invoice relative to project milestones and statements of work. Resolve discrepancies. Review and approve invoices before sending them to clients. Address past due invoices with clients.
Process Client Payments: Apply cash to accounts receivable from remittances received in our bank accounts. Handle and deposit client payments occasionally received in the form of physical checks.
Support Accounts Receivable Collection Efforts: Assist members of the Finance team responsible for receivables management and collection by researching/reconciling past transactions and supporting dispute resolution or other investigation efforts.
Client Communication: Coordinate with clients regarding payment instructions, bank account logistics and outstanding payments. Maintain information on platforms such as Ariba as needed.
Reconciliation: Ensure that information remains in-sync among various systems.
Audit Support: Provide documentation to external auditors to facilitate our annual financial statement audit.
Analyzing project profitability and coordinating with project leadership to understand trends and opportunities.
Assist in maintaining project/opportunity pipeline within
to ensure accurate forecasting and pipeline visibility.
Monitor and support timesheet compliance across project teams, ensuring timely and accurate submissions aligned with billing cycles.
Support general month-end and year-end close activities related to revenue recognition, project & billing reconciliations, invoicing cutoffs, revenue and AR reporting.
Bachelor’s degree in accounting is mandatory and MBA in Finance would be preferred.
At least five years’ prior experience in invoicing, billing, or accounts receivable, preferably in a professional services or project-based environment.
Strong organizational skills and attention to detail; comfortable managing multiple open items at.
Clear, professional written and verbal communication skills; able to interact effectively with internal teams including company leadership, and clients.
Proficiency with Microsoft Excel and familiarity with business or finance software (experience with
is mandatory and NetSuite is good to have).
Reliable, process-oriented, and able to follow through consistently on recurring tasks.
Comfortable working independently and coordinating with multiple stakeholders (e.g., project leadership, Finance and other corporate teams such as Compliance, etc.)
Strong work ethic and sense of accountability, takes pride in accurate, timely work.
Experience working with global organizations or cross‑regional finance teams.
Strong understanding of accounting principles, revenue recognition, and project financial management.
Proficiency in Excel and financial/accounting systems (ERP experience preferred).
Experience working on Microsoft PowerBI will be an added advantage.
Ability to work independently, manage deadlines, and multitask in a dynamic environment.
Ability to work out of the Gurgaon office 50% of the time.
We recognize that not every candidate will meet every qualification listed. If you’re excited about this role and believe you have relevant experience or transferable skills, we encourage you to apply. We value curiosity, a growth mindset, and a commitment to collaboration.
ClearView Healthcare Partners ("CV") is an Equal Opportunity employer. All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
How to apply for Project & Billing Operations Associate at clearviewhealthcarepartners?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
This position is open to freshers and experienced candidates.
Is this position still open?
Yes, currently active and accepting applications.
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