Billing & Collections Clerk
1 month ago
BPM is a full-service accounting firm providing comprehensive assurance, tax, and advisory services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.
Our people-centered culture and firm motto “Because People Matter” are part of the reason we are recognized as one of the Best Places to Work in the Bay Area. We provide meaningful careers for our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 35 in the country. With 17 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.
**Requirements**:
- 1-2 years’ experience in billing, collections, accounts receivable, or client services roles.
- Bachelor’s degree in Accounting or equivalent education required.
- Proficiency in Microsoft Excel, including advanced functions such as pivot tables, VLOOKUPs, XLOOKUPs, and other data analysis techniques.
- Understanding of billing processes, accounting principles, and financial systems.
- Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and various levels of staff, including partners.
- Meticulous with strong analytical skills and the ability to prioritize tasks and manage multiple deadlines effectively.
- A client-centric approach to solving problems and a commitment to delivering exceptional service.
- Time management skills to prioritize tasks and projects and strategically move through the day-to-day workflow.
- Adapt to a changing environment by quickly learning new processes, tools, and technologies to support evolving business needs.
**Responsibilities**:
- **Internal and External Client Engagement**
- Collaborate with partners, bill managers, and the Corporate Services Team (CST) to gather necessary billing information and documentation and follow up on outstanding billing/collections matters.
- Collaborate with internal teams to resolve any invoicing discrepancies or issues raised by clients.
- Build and maintain strong relationships with the billing and collections teams, client service staff, partners, and our clients.
- Identify opportunities to streamline processes, enhance efficiency, and improve client experience, and collaborate with cross-functional teams to implement solutions.
- Ad hoc projects as assigned.
- **
Reporting**
- Generate regular reports on billing and collections metrics, analyze data to identify trends and areas for improvement, and provide insights to optimize billing processes.
- Analyze billing and collection data to identify trends and areas for improvement in the invoicing process.
- Prepare ad-hoc reports as requested by management to support decision-making processes.
- **
Time & Billing System ‘STAR’ Management**
- Maintain accurate records of client interactions and invoice communications.
- Place and remove AR Holds as needed.
- Document material information regarding client circumstances in client notes in on the client account.
- Provide billing support to the billing team as needed.
- Ad hoc projects as assigned.
**Team Overview:
BPM is looking for an individual whose primary focus is actively supporting billing and collections processes.
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