Billing Associate 1

Overview

RSM is looking to add a professional Billing Associate to its Finance team to process billing transactions for assigned primary billers and support timely billing for services delivered by the firm.

What you'll do

• Initiate the bi-monthly billing process for assigned primary billers, reviewing and recommending suggested billing amounts based on agreed billing arrangements, schedules, statements of work, engagement letters or historical amounts, and processing 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 properly managed.
• Hold external client servers accountable to bill timely and escalate to the regional billing lead, supervisor, manager, director or national billing leader as needed.
• Build external client server relationships, get to know the clients, and anticipate needs to add value to the billing process.
• Partner with external client servers to add significant value and act as a true business advisor on all aspects of billing functions.
• Maintain regular, proactive communication with the external client servers or primary billers supported, and seek feedback on interactions and performance.
• Assist in analyzing, managing and meeting functional leaders' billing goals.
• Understand net-unbilled concepts to make billing recommendations, and understand realization and reserve concepts and their impact.
• Facilitate recommendations that promote the firm's best practices.
• Leverage the firm's standardized reporting to assist primary billers in analysis and engagement management.
• Independently investigate billing issues and process invoice adjustments to ensure invoice and margin accuracy.

What you'll need

• Minimum 2 to 3 years of relevant experience.
• Graduate in B.com or Business management.
• Strong Microsoft Office skills.
• Ability to communicate both verbally and in writing with diverse audiences.
• Detail oriented.

Nice to have

• Strong Excel skills.
• Prior professional billing experience, heavily preferred, with a focus on billing for professional services firm(s).

Details

• Location: Bengaluru.
• Flexibility in schedule offered.