Billing specialist
- RSM US in India
- 6 - 9 years
- Bengaluru
- 2 months ago
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Job Description
We are looking to add a professional Billing Specialist to our Finance team.
The Billing Specialist proactively processes all billing transactions in coordination with their assigned primary billers utilizing the most effective and efficient procedures and systems to facilitate the timely billing for services delivered by the firm in accordance with Firm policies.
Responsibilities:
- Professional billing duties include but are not limited to:
- Initiate the bi-monthly billing process for assigned primary billers. This includes reviewing and recommending suggested billing amounts based on agreed upon billing arrangements, schedules, statement of work, engagement letters or historical amounts. Processes billing as appropriate.
- Review aged WIP for assigned primary billers to control outstanding WIP balances and identify billing opportunities.
- Uphold Firm client folder best practices. Ensuring client and folder data attributes and status are being properly managed.
- Hold external client servers accountable to bill timely. Escalating to regional billing lead, supervisor, manager, director or regional finance leaders if needed.
- Build external client server relationships. Get to know the clients they are working on so you can learn to anticipate needs and add value to the billing process. Partner with the external client servers to add significant value and be true business advisors when it comes to all aspects of the billing functions.
- Recognize that professional billing is an "art". Allow adaptability within a framework, while also promoting firm best practices.
- Maintain regular, proactive communication with the external client servers or primary billers you support. Additionally, seek feedback on your interactions and performance so that you are continually learning how to better support your "book of business".
- Assist in analyzing, managing, and meeting functional leaders billing goals.
Reporting & Analysis duties may include but are not limited to:
- Understand net-unbilled concepts in order to make billing recommendations.
- Understand realization and reserve concepts and impact. Be able to facilitate recommendations that promote the firms best practices.
- Leverage the firms standardized reporting to assist primary billers in analysis and engagement management.
- Independently investigates billing issues and processes invoice adjustments to ensure invoice and margin accuracy.
Qualifications:
Education:
- Associate degree or equivalent experience required
- Skills
- Strong Microsoft Office skills, required. Strong Excel preferred
- Ability to communicate both verbally and in writing with diverse audiences
- Detail oriented
- Prior professional billing experience heavily preferred
Job Classification
Industry: BankingFunctional Area / Department: Finance & AccountingRole Category: Accounting & TaxationRole: Accounts Receivable ExecutiveEmployement Type: Full timeContact Details:
Company: RSM US in IndiaLocation(s): Bengaluru
Keyskills: Billing billing management Payment processing engagement management Invoice reconciliation Accounts receivable
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