Billing Analyst

KSM (Katz, Sapper & Miller)Indianapolis, IN

About The Position

The Billing Analyst is responsible for managing overall billing and outstanding WIP balances for each client listed under the Partner/Director to which you are assigned. This individual will be responsible and accountable for reviewing, analyzing, and preparing recommendations for billing & presenting these recommendations to their assigned Partner/Director. In addition, duties to include, preparing actual bill, write ups, write downs and write offs for their respective Partner/Director.

Requirements

  • 3 years of accounting or financial analysis related experience
  • Associate degree in accounting or finance related field a plus
  • A self-starter who isn’t afraid to take initiative and can work with some, but not extensive direction
  • Effective time management, prioritization, and organizational skills
  • Strong attention to detail
  • Ability to operate with some flexibility
  • Intermediate level or higher Microsoft Excel experience; including various formulas, data analysis and management
  • Proven written and oral communication skills
  • Established technology skills and strong proficiency with Microsoft Office Suite

Responsibilities

  • Manages WIP balances according to established billing goals
  • Scheduling & maintaining consistent monthly meetings
  • Assume all billing/invoicing responsibilities as assigned
  • Manages unrelieved WIP balances for clients assigned to respective Partner/Director
  • Prepares billing recommendations based on client billing history, engagement agreements and billing guidelines
  • Communicates recommendations effectively and updates as needed
  • Communicates with client services staff assigned to the client being billed as to maximize realization and ensure accurate and appropriate billing execution
  • Finalizes billing/creates invoice w/in 48 hours of billing meeting
  • Processes WIP write offs/downs as approved/requested
  • Work with Partner/Director and Client Partner on Invoice Approval
  • Process approved write offs/downs
  • Process credits of previously billed invoices
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