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Billing & Collections Specialist

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BPM LLP

3mo ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Accounting & Tax
  • Quick Apply

AI generated summary

  • You should have 1-2 years in billing or collections, a degree in Accounting, Excel proficiency, strong communication skills, analytical abilities, and a client-focused approach.
  • You will engage clients on billing matters, resolve discrepancies, streamline processes, generate reports, manage invoices, and maintain accurate client records while supporting the billing team.

Requirements

  • 1-2 years’ experience in billing, collections, accounts receivable, or client services roles.
  • Bachelor’s degree in Accounting or equivalent education required.
  • Proficiency in Microsoft Excel, including advanced functions such as pivot tables, VLOOKUPs, XLOOKUPs, and other data analysis techniques.
  • Understanding of billing processes, accounting principles, and financial systems.
  • Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and various levels of staff, including partners.
  • Meticulous with strong analytical skills and the ability to prioritize tasks and manage multiple deadlines effectively.
  • A client-centric approach to solving problems and a commitment to delivering exceptional service.
  • Time management skills to prioritize tasks and projects and strategically move through the day-to-day workflow.
  • Adapt to a changing environment by quickly learning new processes, tools, and technologies to support evolving business needs.

Responsibilities

  • Internal and External Client Engagement
  • Collaborate with partners, bill managers, and the Corporate Services Team (CST) to gather necessary billing information and documentation and follow up on outstanding billing/collections matters.
  • Proactively contact clients with outstanding invoices via email to inquire about invoice receipt and address any inquiries or concerns.
  • Collaborate with internal teams to resolve any invoicing discrepancies or issues raised by clients.
  • Build and maintain strong relationships with the billing and collections teams, client service staff, partners, and our clients.
  • Identify opportunities to streamline processes, enhance efficiency, and improve client experience, and collaborate with cross-functional teams to implement solutions.
  • Ad hoc projects as assigned.
  • Reporting
  • Generate regular reports on billing and collections metrics, analyze data to identify trends and areas for improvement, and provide insights to optimize billing processes.
  • Analyze billing and collection data to identify trends and areas for improvement in the invoicing process.
  • Prepare ad-hoc reports as requested by management to support decision-making processes.
  • Time & Billing System ‘STAR’ Management
  • Maintain accurate records of client interactions and invoice communications.
  • Place and remove AR Holds as needed.
  • Update client information such as physical address, phone number, and email address on the client record and billing record.
  • Document material information regarding client circumstances in client notes in on the client account.
  • Provide billing support to the billing team as needed.
  • Ad hoc projects as assigned.

FAQs

What experience is required for the Billing & Collections Specialist position?

The position requires 1-2 years of experience in billing, collections, accounts receivable, or client services roles.

Is a specific degree required for this role?

Yes, a Bachelor’s degree in Accounting or an equivalent education is required.

What software skills are essential for this job?

Proficiency in Microsoft Excel, including advanced functions such as pivot tables, VLOOKUPs, and XLOOKUPs, is essential for this role.

What are the key responsibilities of the Billing & Collections Specialist?

Key responsibilities include internal and external client engagement, generating reports on billing and collections metrics, managing the time and billing system, and collaborating with various teams to resolve billing issues.

How important are communication skills for this role?

Excellent communication skills, both written and verbal, are crucial as the role involves interacting professionally with clients and various levels of staff, including partners.

Will I be required to manage multiple deadlines?

Yes, strong time management skills are necessary to effectively prioritize tasks and manage multiple deadlines.

Is there a focus on client experience within this role?

Yes, a client-centric approach to solving problems and a commitment to delivering exceptional service are essential components of this position.

Are there opportunities for professional growth within BPM?

Yes, BPM has a people-centered culture that fosters meaningful careers and supports professional development.

Will I work individually or as part of a team?

The role involves collaborating with internal teams, partners, and clients, indicating a team-oriented environment.

Are there any specific industry backgrounds preferred for this position?

While a specific industry background is not mentioned, experience in accounting and familiarity with billing and collections in various industries would be advantageous.

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BPM LLP

Because People Matter is more than our brand promise. It's what motivates us to go the extra mile.

Accounting
Industry
1001-5000
Employees
1986
Founded Year

Mission & Purpose

BPM LLP is one of the 35 largest public accounting and advisory firms in the United States. Recently recognized as one of IPA’s 100 Fastest-Growing Firms, BPM works with clients in the agribusiness, consumer business, financial and professional services, life science, nonprofit, wine and craft beverage, real estate, and technology industries. As a certified B Corp, BPM’s diverse perspectives, expansive industry knowledge, and progressive solutions come together to create exceptional experiences for individuals and businesses around the world. To learn more, visit our website: https://www.bpm.com/