Billing Associate 2

RSM; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

RSM in Bengaluru seeks a Billing Associate II to proactively process billing transactions for their assigned book-of-business in line with firm policies. You will resolve client billing issues, execute billing, contracts setup, and support related tasks.

You will own standard billing duties, review aged WIP, recommend billing amounts, and generate operational reports while maintaining accuracy and timeliness. Strong communication and problem solving are essential.

Qualifications

• 3–4 years relevant experience in billing or finance
• Prior professional billing experience
• Professional services experience preferred

Responsibilities

• Own a standard book-of-business and complete standard billing tasks
• Review aged WIP and identify billing opportunities
• Escalate to billing lead if timely billing is at risk
• Recommend billing amounts based on agreements and statements
• Produce operational reports and translate findings into action
• Investigate billing issues and adjust invoices for accuracy

Skills

AI tools exposure

Strong communication

Time management

Team leadership

Stakeholder management

Problem solving

Attention to detail

Autonomy

Education

BCom / BBA or equivalent

Accounting or Finance major

Bachelor's degree

Tools

Microsoft Office

Job description

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.

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 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 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 Associate's degree with an accounting focus or equivalent experience - Required
• Bachelor's 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 people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html .

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 Vet