Billing Analyst Senior Associate

AndersenCosta Mesa, CA
Onsite

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.

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
  • Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

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

  • medical, dental, vision, and basic life insurance coverage
  • 401(k) plan
  • 160 hours of paid time off annually
  • twelve paid holidays each calendar year
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