Asset Management Associate

Andersen•Atlanta, GA

3h•Hybrid

About The Position

The Asset Management Associate will work as a member of a billing team or lead a small team providing billing services for Andersen Tax’s Atlanta office. The role supports local office and Firm objectives in a growing, collaborative environment and involves close coordination with colleagues across functions and engagement with office leadership. The position focuses primarily on billing and asset management, and responsibilities may evolve with business needs. The associate is expected to be organized, detail-oriented, adaptable, comfortable using technology, proactive, and able to deliver high-quality service.

Requirements

3–5 or more years of billing and collections experience.
Intermediate to advanced Excel skills.
Proficiency in Word, PowerPoint, and Outlook.
Excellent written and verbal communication skills.
At least 80% in-office attendance, with schedules coordinated with the team in advance; additional in-office attendance may be required based on business needs.
Must be currently authorized to work in the United States on a full-time basis upon hire; candidates requiring employment visa sponsorship now or in the future will not be considered.

Nice To Haves

Bachelor’s degree preferred.
Billing and collections experience in a professional services environment preferred.

Responsibilities

Prepare, finalize, and distribute monthly invoices accurately and on time using SAP and other applicable Firm software, following billing policies and procedures.
Process time and cost transfers, write-offs, and other adjustments.
Monitor outstanding accounts receivable and aging balances, identify items requiring follow-up, and assist with collection efforts as appropriate.
Review billing narratives for grammar, coherence, and compliance with Firm standards.
Learn to navigate the Client Acceptance Portal (CAP) and use its information to create client and job codes.
Identify, investigate, and resolve billing discrepancies and issues with relevant stakeholders, consulting Billing Leads as needed.
Anticipate team and business needs, take initiative to address challenges, improve processes, and complete deliverables on time.
Maintain accurate, up-to-date client billing information, including instructions and requirements.
Analyze complex situations using multiple data sources and sound judgment across quantitative and qualitative information.
Work independently with minimal supervision to complete tasks and meet objectives, considering broader impacts when making decisions.
Generate and analyze ad hoc reports using SAP.
Train new team members on time-entry processes and follow up on missing time entries.
Perform billing analyses and present concise findings to relevant stakeholders.
Collaborate with colleagues and cross-functional teams, including National Finance, Risk and Compliance, and Office Administration.
Provide additional office administrative support as needed to ensure team coverage, operational continuity, and support for broader office needs.