Billing Analyst

Summary

Join Aprio's Revenue Cycle team as a Billing Analyst and contribute to the firm's success by managing the billing cycle process for assigned partners and managers. You will act as a liaison between partners/managers and the centralized collections team, calculating monthly billing targets and maintaining year-to-date actuals. Responsibilities include creating and processing invoices, supervising invoice drafting, analyzing unbilled work, meeting deadlines, resolving billing matters, monitoring invoice aging reports, and leading meetings. The ideal candidate possesses 3-5 years of relevant experience, advanced Excel skills, proficiency in Microsoft Office Suite, excellent communication skills, and strong analytical and problem-solving abilities. Aprio offers a competitive compensation package, including medical, dental, and vision insurance, 401k with profit sharing, paid time off, parental leave, tuition assistance, and various incentive programs.

Requirements

• Minimum of 3-5 years of relevant experience
• Understand time-based WIP
• Advanced skill level with Microsoft Excel (pivot tables and graphs)
• Proficiency with Microsoft Word, PowerPoint, and Outlook
• Excellent communication skills, both written and verbal, are a must
• Ability and willingness to learn new software applications as applicable
• Solid analytical and problem-solving skills
• Ability to multitask and prioritize, including managing both projects and day-to-day tasks
• Attention to detail and well-developed organization skills
• Position may require some travel to offices to lead training and implementations

Responsibilities

• Manage the billing cycle process for assigned partners/managers
• Liaison between partner/manager and the centralized collections team
• Calculate monthly billing targets and maintain YTD actuals
• Create, process, and send invoices for assigned accounts
• Supervise the drafting of invoices by billing clerks
• Analyze and manage unbilled completed work and understand the reason for work unbilled
• Meet monthly deadlines to help achieve Aprio’s financial goals and objectives
• Resolve billing matters internally and externally
• Monitor invoice aging reports and assist with resolving payment delays
• Schedule and lead meetings with partners and team members, assisting with billing to review client billing, client accounts receivables, and other topics as appropriate
• Contribute to process improvement efforts to simplify and centralize the billing process for the firm

Preferred Qualifications

• Previous experience with billing for professional services firms is preferred
• Associates degree or higher in accounting, finance, or a related field is a plus and/or equivalent work experience
• Accounting, legal, or consulting experience
• Microsoft PowerBI experience is a plus
• Experience in change management

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options