Billing Analyst

KSM (Katz, Sapper & Miller); United States; On-site; USD 60,000 - 80,000; Full time

Job summary

A top advisory firm in the United States is seeking a Billing Analyst to manage client billing and WIP balances. This role involves preparing billing recommendations, finalizing invoices, and ensuring accurate billing execution. The ideal candidate has at least 3 years of experience in accounting or financial analysis and is proficient in Microsoft Excel. This position offers an opportunity to thrive in a supportive and flexible workplace.

Qualifications

• 3 years of accounting or financial analysis experience.
• Intermediate level or higher Microsoft Excel experience.
• Ability to operate with flexibility.

Responsibilities

• Manage overall billing and outstanding WIP balances for clients.
• Prepare and communicate billing recommendations.
• Finalize billing/create invoices within 48 hours of meetings.

Skills

Effective time management

Strong attention to detail

Proficient with Microsoft Excel

Proven written and oral communication

Self-starter

Education

Associate degree in accounting or finance

Tools

Microsoft Office Suite

Job description

Join to apply for the Billing Analyst role at KSM (Katz, Sapper & Miller).

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.

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 review, analyze, and prepare recommendations for billing and present these recommendations to their assigned Partner/Director. Additional duties include preparing actual bills, write‑ups, write‑downs, and write‑offs for their respective Partner/Director.

Responsibilities

• WIP Management for the assigned Partner/Director: manage balances according to established billing goals.
• Scheduling and maintaining consistent monthly meetings.
• Assuming all billing/invoicing responsibilities as assigned.
• Managing unrelieved WIP balances for clients assigned to the Partner/Director.
• Preparing billing recommendations based on client history, engagement agreements, and billing guidelines.
• Communicating recommendations effectively and updating as needed.
• Co‑ordinating with client services staff to maximize realization and ensure accurate billing execution.
• Finalizing billing/creating invoices within 48 hours of the billing meeting.
• Processing WIP write‑offs/downs as approved or requested.
• Working with assigned Partners/Directors and Client Partner on invoice approval.
• Processing approved write‑offs/downs and credits of previously billed invoices.

Requirements/Qualifications

• 3 years of accounting or financial analysis related experience.
• Associate degree in accounting or finance a plus.
• A self‑starter who takes initiative and works with some direction.
• Effective time management, prioritization, and organizational skills.
• Strong attention to detail.
• Ability to operate with flexibility.
• Intermediate level or higher Microsoft Excel experience; proficient with 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.