Cushman & Wakefield · 1 day ago
Engagement & Billing Specialist
Creve Coeur, MO
Full-time
Onsite
Mid Level
$24.51/hr - $28.84/hr
3+ years expCushman & Wakefield is a global leader in real estate services, and they are seeking an Engagement & Billing Specialist responsible for accurate engagement setup and timely invoicing. This role ensures compliance with internal policies and supports the full order-to-cash cycle for onshore operations while partnering closely with internal stakeholders to deliver a seamless client experience.
CommercialCommercial Real EstateConsultingLeasingLegalProperty Management
Responsibilities
Create and maintain engagement/job records in the financial system with correct client details, entity, tax, currency, and billing structure
Perform priors and conflicts checks in coordination with Contracts Manager and Compliance; document approvals and retain supporting evidence
Validate contract terms (LOE/SOW/MSA, payment terms, PO requirements, invoicing rules) and ensure alignment with billing plans
Establish billing milestones, billing schedules, and rate cards per approved pricing and engagement scope
Ensure engagement documentation is complete, current, and stored in the appropriate systems/folders for audit readiness
Generate accurate invoices in accordance with contractual terms and client requirements (format, frequency, portal rules, backup documentation)
Review and reconcile time, expenses, and WIP prior to billing; resolve discrepancies with Producers and Client Engagement teams
Ensure proper documentation for all invoices, including deliverable sign-offs, support schedules, and backup details as required by contract or client policy
Coordinate with Financial Shared Services and Offshore Support for data accuracy, routing, and timely processing
Maintain billing status visibility and proactively communicate risks to timelines or requirements
Issue invoices and support monitoring of collections; follow up on outstanding payments in alignment with internal process and escalation paths
Partner with Financial Operations and Shared Services to resolve billing disputes, address short-pays, and support application of cash receipts
Provide AR aging visibility and escalate chronic past-due accounts and/or recurring dispute drivers as needed
Support resolution of client questions related to invoice back-up, engagement terms, and documentation requirements
Collaborate with Producers to confirm engagement details, scope changes, deliverable status, and billing readiness
Work with Contracts Manager to ensure contract compliance, approvals, and proper documentation (including LOEs/SOWs/MSAs and amendments)
Partner with Client Engagement for client onboarding, portal setup, client-specific billing requirements, and documentation expectations
Coordinate with Financial Shared Services and Offshore Support for transactional processing, documentation completeness, and data integrity
Liaise with Financial Operations for escalations, reporting, and audit readiness
Maintain compliance with internal controls and documentation standards across engagement setup, billing, and client deliverable support
Maintain complete engagement files including LOEs, COIs, portal confirmations, deliverable sign-offs, and billing support documentation
Support audit requests and ensure records are complete, accurate, and retrievable within required timeframes
Support time-sensitive, client-facing operational tasks to ensure a seamless engagement lifecycle and on-time delivery
Coordinate and distribute Certificates of Insurance (COIs) to clients as requested (including annual January refreshes and ad hoc requests); track completion and maintain documentation
Upload appraisal reports and deliverables to client portals in accordance with engagement requirements, naming conventions, and deadlines; confirm successful submission and retain evidence where required
Download Letters of Engagement (LOEs) and related documentation from client platforms (e.g., EVALs and other client portals), ensure correct version control, and route to appropriate stakeholders for processing and retention
Assist with other operational support and special projects as assigned to help stabilize workflows, meet client commitments, and support audit readiness
Identify process gaps and recommend improvements that increase efficiency, accuracy, and scalability
Participate in system enhancements, templates, and SOP updates; document best practices and contribute to standardization
Proactively flag recurring issues (data quality, WIP exceptions, portal bottlenecks) and propose practical solutions
Qualification
Required
Excellent attention to detail and ability to manage multiple priorities in a deadline-driven environment
Strong written and verbal communication skills; effective stakeholder management across multiple teams
Comfortable working with cross-functional partners and supporting both onshore and offshore processing models
Accuracy and compliance in engagement setup and invoicing
Strong collaboration across Producers, Contracts, Client Engagement, Shared Services, and Offshore Support
Ability to investigate and resolve billing issues, documentation gaps, and client requirements
Proactive approach to deadlines, follow-through, and continuous improvement
Sound judgment, discretion, and commitment to controls, audit readiness, and high-quality client experience
Preferred
Bachelor's degree in Finance, Accounting, Business, or related field preferred
3+ years of experience in engagement setup, billing, invoicing, or accounts receivable within a professional services environment
Strong knowledge of ERP/financial systems and billing processes (time, expense, WIP, milestone billing, rate cards)
Basic knowledge of MS Office and Excel
Benefits
Health, vision, and dental insurance
Flexible spending accounts
Health savings accounts
Retirement savings plans
Life, and disability insurance programs
Paid and unpaid time away from work
Company
Cushman & Wakefield
Cushman & Wakefield is a real estate services firm that offers retail investment, energy management, and property services.
10001+ employees
H1B Sponsorship
Cushman & Wakefield has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (6)
2023 (2)
2022 (6)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$734.8MKey Investors
GreystoneCitizens BankVanke
2023-10-10Post Ipo Debt· $223.8M
2023-08-08Post Ipo Debt· $400M
2022-10-13Post Ipo Debt· $27.3M
Leadership Team
Matthew Bouw
CEO Asia Pacific & EMEA
Michelle M. MacKay
CEO
Recent News
2026-01-08
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2026-01-07
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2026-01-07
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