Billing Associate 1

Overview

Process professional billing transactions for assigned primary billers, supporting timely billing for services delivered by the firm in accordance with firm policies.

What you'll do

• Initiate the bi-monthly billing process for assigned primary billers.
• Review and recommend suggested billing amounts based on agreed-upon billing arrangements, schedules, statements of work, engagement letters or historical amounts.
• Process 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.
• Ensure client and folder data attributes and status are properly managed.
• Hold external client servers accountable to bill timely.
• Escalate issues to the regional billing lead, supervisor, manager, director or national billing leader when needed.
• Build relationships with external client servers.
• Learn about assigned clients to anticipate needs and add value to the billing process.
• Partner with external client servers to add value and support all aspects of billing functions.
• Maintain regular, proactive communication with external client servers or primary billers.
• Seek feedback on interactions and performance to continually improve support for the book of business.
• Assist in analyzing, managing and meeting functional leaders' billing goals.
• Understand net-unbilled concepts to make billing recommendations.
• Understand realization and reserve concepts and their impact.
• Facilitate recommendations that promote the firm's best practices.
• Leverage standardized reporting to assist primary billers with analysis and engagement management.
• Independently investigate billing issues.
• 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.
• Be detail-oriented.

Nice to have

• Strong Excel skills.
• Prior professional billing experience, heavily preferred, with a focus on billing for professional services firms.

Details

• Location: Bengaluru.