Billing Specialist

3 weeks ago

Bengaluru, India RSM Full time

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

We are looking to add a professional Billing Specialist to our Finance team. The Billing Specialist proactively processes all billing transactions in coordination with their assigned primary billers utilizing the most effective and efficient procedures and systems to facilitate the timely billing for services delivered by the firm in accordance with Firm policies.

Essential Duties

Professional billing duties include but are not limited to:

Initiate the bi-monthly billing process for assigned primary billers. This includes reviewing and recommending suggested billing amounts based on agreed upon billing arrangements, schedules, statement of work, engagement letters or historical amounts. Processes 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. Ensuring client and folder data attributes and status are being properly managed. Hold external client servers accountable to bill timely. Escalating to regional billing lead, supervisor, manager, director or regional finance leaders if needed. Build external client server relationships. Get to know the clients they are working on so you can learn to anticipate needs and add value to the billing process. Partner with the external client servers to add significant value and be true business advisors when it comes to all aspects of the billing functions. Recognize that professional billing is an "art". Allow adaptability within a framework, while also promoting firm best practices. Maintain regular, proactive communication with the external client servers or primary billers you support. Additionally, seek feedback on your interactions and performance so that you are continually learning how to better support your "book of business". Assist in analyzing, managing, and meeting functional leaders billing goals.

Reporting & Analysis duties may include but are not limited to:

Understand net-unbilled concepts in order to make billing recommendations. Understand realization and reserve concepts and impact. Be able to facilitate recommendations that promote the firm’s best practices. Leverage the firms standardized reporting to assist primary billers in analysis and engagement management. Independently investigates billing issues and processes invoice adjustments to ensure invoice and margin accuracy.

Minimum Qualifications

Education:

Associate degree or equivalent experience required

Skills:

Strong Microsoft Office skills, required. Strong Excel preferred Ability to communicate both verbally and in writing with diverse audiences Detail oriented Prior professional billing experience – heavily preferred

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM. Experience the power of being understood.

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