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Regional Billing Specialist
RehmannRegional Billing Specialist in billing operations, maximizing client invoicing by collaborating with advisors. Ensuring timely billing and efficient management of client invoices and billing processes.
About the role
Key responsibilities & impact- Collaborate with advisors to maximize client invoice amounts
- Work efficiently to complete client billing
- Effectively manage Work In Process (WIP)
- Prepare billing detail and WIP analysis for review with billers
- Generate workflow reports to identify completed jobs for billing analysis
- Prepare and approve invoices for delivery to clients
- Communicate with advisors, Regional Managing Principals, and Administrative Services team to ensure timely billing
- Discuss proposed billing amounts with advisors to increase billing amounts appropriately
- Discover additional work completed beyond scope and bring it to the advisor’s attention
- Understand industry terminology to accurately identify and describe services provided
- Collaborate with advisors to increase billing performance metrics
- Demonstrate exceptional time management skills using Outlook calendar to manage the billing process
Requirements
What you’ll need- Associate’s degree or equivalent experience; Bachelor’s degree preferred
- 2+ years of billing experience; professional services billing preferred
- Proficiency with Microsoft Office Suite programs
- Ability to prioritize multiple projects, manage time and leverage technology effectively
- Ability to analyze data, identify trends, summarize, and provide recommendations
- Solid problem-solving skills and sound judgment in making decisions
- Unwavering integrity at all times
- Confidence in working with advisors at all levels in the firm
- Professional image, maturity, self-confidence, and a positive attitude
Benefits
Comp & perks- benefits focused on physical and mental health
- paid time off for volunteering and diversity-related activities
- flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing experienceWIP analysisdata analysisbilling detail preparationworkflow reportinginvoice preparationproblem-solvingtime management
Soft Skills
communicationcollaborationprioritizationintegrityconfidencematurityself-confidencepositive attitude
Certifications
Associate’s degreeBachelor’s degree