Billing Associate 2
Job Summary
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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
Job Summary
The Billing Associate II 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.
This position (a) assists external client servers in resolving billing issues
(b) executes billing contracts set up and
(c) other assigned tasks for allocated book-of-business
Essential Duties
Professional billing duties-
- Independently own a standard book-of-business
- Initiate and complete standard billing tasks in accordance with all professional billing expectations for assigned primary billers
- Review aged WIP for assigned primary billers to control outstanding WIP balances and identify billing opportunities applying professional judgment when evaluating non-standard billing scenarios and recommends solutions balancing client engagement and firm requirements
- Hold external client servers accountable to bill timely. Escalating to regional billing lead supervisor manager director or national billing leader if needed.
- This includes reviewing and recommending suggested billing amounts based on agreed upon billing arrangements schedules statement of work engagement letters or historical amounts.
- Well-versed in various types of revenue recognition and billing practices within the firm
Reporting & Analysis duties may include but are not limited to:
- Understand project/customer net-unbilled concepts in order to make billing recommendations.
- Understand realization and reserve concepts and impact. Be able to facilitate recommendations that promote the firms 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 accuracy.
- Identifies operational risks proactively
- Produce operational reports independently identify trends or exceptions and translate findings into action.
- Maintain operational diligence meeting ongoing operational standards (e.g. KPIs reworks quality control etc.)
Minimum Qualifications & Education
- BCOM/BBA Associates degree with an accounting focus or equivalent experience Required
- Bachelors degree or equivalent experience Required
- Accounting or Finance major Required
TECHNICAL/SOFT SKILLS
- Proficient in Microsoft Office - Required
Ability to learn implement and train others Required - Ability to work in a large complex dynamic organization where a high degree of ambiguity and change exists Required
- Ability to work effectively with all levels of employees including senior leadership Required
- Ability to work autonomously and as a team leader Required
- Strong problem solving and analysis skills Required
- Strong organization prioritization and time management skills Required
- Exposure to problem solving using AI tools and ability to query current working models Required
- Strong communication skills: Able to communicate effectively with people at all levels of the firm Required
EXPERIENCE
3-4 years relevant experience Required
- Prior professional billing experience Required
- Professional services experience Preferred
LEADERSHIP SKILLS
- Demonstrated success in engaging stakeholders building collaborative relationships while managing conflicting priorities Required
- Strong organization deadline management data stewardship and control discipline Required
- Lead small operational initiatives - Preferred
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please send us an email at .
Required Experience:
IC
About Company
RSM US LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market.