Plante Moran

Billing Specialist

• Manage, train, and supervise a team of billing specialists to ensure efficient and accurate invoice creation.
• Review and correct invoices timely and accurately.
• Take ownership of billing procedures, addressing difficult billing matters.
• Resolve any issues that may arise from invoice creation.
• Manage multiple client and biller relationships.
• Assist with client account reconciliations.
• Closely monitor work in process (WIP) for timely and accurate invoice creation.
• Collaborate with other departments to ensure appropriate billing activities.
• Support data clean-up efforts in our practice management system.
• Communicate effectively with staff throughout all levels of the organization.

Centralized Billing Team Lead

Manager

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates
• Prepare and review materials for Trust Administration and Trust Investment Committees
• Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties
• Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients
• Build and maintain strong relationships with clients by demonstrating empathy and understanding
• Engage in practice development, client expansion, and cross-serving to grow the practice
• Contribute to the internal management of the organization through participation in specified initiatives and projects

Trust Manager

Accounting Manager

• Assist in the preparation of financial accounting projects
• Complete monthly financial statement close process
• Perform data collection and analysis for senior care and living projects
• Prepare Medicaid and Medicare cost reports for various provider types

Centralized Billing Team Lead

Trust Manager

Senior Accounting Consultant