Asset Management, Senior Associate

Andersen; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off (160 hours)

Twelve paid holidays

Job summary

Andersen Tax in Los Angeles seeks an Asset Management Senior Associate to lead billing services for designated offices. You’ll manage invoices, narratives, time/cost transfers, and aging receivables, delivering high-quality billing outcomes with attention to detail and technology.

Ideal candidates have 5+ years in billing and collections in professional services, strong Excel skills, and proficiency in Word/PowerPoint/Outlook. This role offers competitive salary and comprehensive benefits.

Qualifications

• 5+ years’ billing and collections experience in a professional services environment.
• Bachelor’s degree preferred.
• Intermediate to advanced Excel skills.
• Proficient in Word, PowerPoint, Outlook.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures.
• Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and adjustments; ensure timely delivery of invoices for payment.
• Monitor outstanding and aging receivables and assist with follow-up as needed.
• Identify and resolve billing issues, escalate to Billing Manager as needed.
• Maintain accurate client billing information including instructions and requirements.
• Analyze complex situations using multiple data sources, applying sound judgment.
• Work independently with minimal supervision to complete tasks and meet objectives.
• Generate and distribute ad hoc reports using SAP.
• Train new team members on time entry processes and follow up on missing time entries.
• Perform billing analyses and present concise summaries of findings.
• Collaborate with National Finance, Client Accounting, and Office Administration.

Skills

Excellent written and verbal comms

Education

Bachelor’s degree preferred

Tools

Excel

Word

PowerPoint

Outlook

SAP

Job description

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

The Asset Management Senior Associate will work as a member of a billing team or lead a small team providing billing services to designated office(s) of Andersen Tax. They must be organized, detail-oriented, and able to leverage technology to provide high quality service to meet local office objectives.

Responsibilities

• Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures
• Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment
• Monitor outstanding and aging receivables and assist with follow-up as needed
• Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary
• Maintain accurate and up-to-date client billing information, including instructions and requirements
• Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information
• Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions
• Generate and distribute ad hoc reports using SAP
• Train new team members on time entry processes and follow up on missing time entries
• Perform billing analyses and present concise summaries of findings to relevant stakeholders
• Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration

Requirements

• 5 or more years’ billing and collections experience, preferably in a professional services environment
• Bachelor’s degree preferred
• Must have intermediate to advanced Excel skills
• Proficient in Word, PowerPoint, Outlook
• Excellent written and verbal communication skills

Compensation And Benefits

Salary Range: For individuals hired to work in Los Angeles, CA., the expected salary range for this role is $80,000. to $100,000. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

• Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
• Employees may enroll in the firm’s 401(k) plan upon hire.
• We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
• For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.