Billing Analyst
KSM (Katz, Sapper & Miller)
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Managing overall billing and outstanding WIP balances for each client listed under the Partner/Director
- Reviewing, analyzing, and preparing recommendations for billing & presenting these recommendations to their assigned Partner/Director
- Preparing actual bill, write ups, write downs and write offs for their respective Partner/Director
- Managing WIP balances according to established billing goals
- Scheduling & maintaining consistent monthly meetings
- Assume all billing/invoicing responsibilities as assigned
- Managing unrelieved WIP balances for clients assigned to respective Partner/Director
- Preparing billing recommendations based on client billing history, engagement agreements and billing guidelines
- Communicating recommendations effectively and updates as needed
- Communicating with client services staff assigned to the client being billed as to maximize realization and ensure accurate and appropriate billing execution
- Finalizing billing/creating invoice w/in 48 hours of billing meeting
- Processing WIP write offs/downs as approved/requested
- Work with assigned Partners/Directors and Client Partner on Invoice Approval
- Processing approved write offs/downs
- Processing credits of previously billed invoices
Requirements
- 3 years of accounting or financial analysis related experience
- Associate degree in accounting or finance related field a plus
- A self-starter who isn’t afraid to take initiative and can work with some, but not extensive direction
- Effective time management, prioritization, and organizational skills
- Strong attention to detail
- Ability to operate with some flexibility
- Intermediate level or higher Microsoft Excel experience; including various formulas, data analysis and management
- Proven written and oral communication skills
- Established technology skills and strong proficiency with Microsoft Office Suite
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
billingfinancial analysisWIP managementdata analysisinvoice processingwrite offswrite downsbilling recommendationsaccountingfinancial reporting
Soft skills
time managementprioritizationorganizational skillsattention to detailinitiativeflexibilitycommunication skillsself-starter
Certifications
Associate degree in accountingAssociate degree in finance