Billing Specialist

Baker Tilly US; Milwaukee (WI); On-site; USD 50,000 - 65,000; Full time

Job summary

Baker Tilly US is seeking a Billing Specialist to manage billing processes and accounts receivable in a dynamic advisory environment. The role encompasses preparing invoices, managing WIP, and supporting vendor invoicing, requiring strong organizational skills and proficiency in relevant software. Interested candidates should have an Associate's Degree and at least three years of billing support experience.

Qualifications

• Minimum 3 years of operational and billing support experience.
• Proficiency in MS Office programs, especially Excel.
• Strong organizational and communication abilities.

Responsibilities

• Provide billing support including preparation of invoices and management of accounts receivables.
• Prepare frequent invoice summary and detailed reports.
• Assist in reconciliation and auditing of accounts receivables.

Skills

Organizational skills

Communication abilities

Math skills

Intermediate Excel skills

Education

Associate's Degree

Bachelor's Degree (Preferred)

Tools

Salesforce

MS Office

Job description

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Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Job Description:

• Provide billing support including the preparation of invoices and attachments, WIP and A/R management, related reporting and other financial reporting
• Work with Management team to review draft invoices and time & expenses incurred
• Prepare weekly, biweekly, and/or monthly invoices for clients, ensuring that all bills are checked for numerical accuracy and internal consistency before they are processed
• Prepare frequent invoice summary and detailed reports
• Assist in the reconciliation and auditing of accounts receivables and collection efforts
• Interact with internal, client, and insurance carrier partners on an ongoing basis to resolve billing related questions and concerns
• Ensuring the accurate processing of all write offs of unbillable time and disbursements and that all such requests are properly authorized in accordance with the firm’s authorization limits as they might apply from time to time
• Execution and management of vendor invoices, ensuring that invoices are properly processed and paid timely
• Assistance with data entry, reporting and management of SFDC pipeline opportunities
• Other general operational tasks including research, special projects/events, shipping, management of office supplies, coordination with offices services, etc.
  
  

Qualifications

• Associates Degree Required, Bachelors Degree Preferred. Experience in lieu of a degree may be accepted
• Minimum of three (3) years of operational and billing support experience; prior experience in a professional services organization preferred
• Proficiency with MS Office programs, particularly Excel, Word and Outlook. Intermediate Excel skills required (Advanced, preferred)
• Salesforce, Prostaff, STAR, Esker experience preferred
• Basic math skills; ability to perform reconciliations
• Strong organizational and communications abilities are critical to success in this position, as team members are expected to manage multiple priorities and work with a moderate amount of supervision

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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