Asset Management Senior Associate

Andersen • Costa Mesa, CA

14h

About The Position

The Asset Management Senior Associate will work as a member of a billing team or lead a small team providing billing services to designated office(s) of Andersen Tax. They must be organized, detail-oriented, and able to leverage technology to provide high quality service to meet local office objectives. Responsibilities include:
Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures
Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment
Monitor outstanding and aging receivables and assist with follow-up as needed
Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary
Maintain accurate and up-to-date client billing information, including instructions and requirements
Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information
Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions
Generate and distribute 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 summaries of findings to relevant stakeholders
Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration

Requirements

• 5 or more years’ billing and collections experience, preferably in a professional services environment
• Bachelor’s degree preferred
• Must have intermediate to advanced Excel skills
• Proficient in Word, PowerPoint, Outlook
• Excellent written and verbal communication skills

Responsibilities

• Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures
• Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment
• Monitor outstanding and aging receivables and assist with follow-up as needed
• Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary
• Maintain accurate and up-to-date client billing information, including instructions and requirements
• Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information
• Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions
• Generate and distribute 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 summaries of findings to relevant stakeholders
• Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration

Benefits

• Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
• Employees may enroll in the firm’s 401(k) plan upon hire.
• We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
• For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees