Billing Analyst

Katz, Sapper & Miller • Full-time • Remote - Indiana, United States of America • 1d ago

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary:

The Billing Analystis responsible formanaging 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, dutiesto include, preparing actualbill, write ups, write downs and write offs for their respective Partner/Director.

Responsibilities:

Billing Responsibilities

WIP Management for respective Partner/Director:

Manages WIPbalances according toestablishedbillinggoals

Scheduling &maintainingconsistent monthlymeetings

Assumeallbilling/invoicingresponsibilitiesasassigned

Manages unrelieved WIP balances for clientsassigned to respectivePartner/Director

Prepares billing recommendations based on client billing history, engagementagreementsand billingguidelines

Communicatesrecommendationseffectivelyand updatesasneeded

Communicates with client services staff assigned to the client being billed as tomaximize realization and ensureaccurateandappropriate billingexecution

Finalizes billing/creates invoice w/in48 hoursof billingmeeting

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:

3yearsof accounting or financial analysis related experience

Associatedegree inaccounting or finance related field a plus

A self-starter whoisn’tafraid to take initiative and can work with some, but not extensivedirection

Effectivetime management, prioritization, and organizational skills

Strong attention to detail

Ability tooperatewith someflexibility

Intermediate levelor higherMicrosoft Excelexperience; includingvariousformulas, dataanalysisandmanagement

Provenwritten and oral communicationskills

Establishedtechnology skills and strongproficiencywith 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.

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