What are the responsibilities and job description for the Billing Analyst position at Katz, Sapper & Miller?
We’re KSM, a mid-sized, regional advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
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.
Responsibilities:
Billing Responsibilities
- WIP Management for respective Partner/Director:
- 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
AR Responsibilities
- Process approved write offs/downs
- Process credits of previously billed invoices
Requirements/Qualifications:
- 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
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Experience:
- WIP: 1 year (Preferred)
Work Location: Hybrid remote in Indianapolis, IN 46240