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…