Internal Billing Analyst

Overview

This role supports end-to-end billing activities for designated industry groups within a centralized billing organization. Reporting to the Senior Billing Analyst, the Analyst I ensures billing accuracy, timeliness, and compliance with firm policies by preparing and reviewing invoices, resolving discrepancies, and collaborating closely with Relationship Executives and internal teams. The position contributes to maintaining billing quality through workflow management, consistent billing practices, and efficient operations.

Responsibilities

• Develop specialized billing knowledge and software proficiency for specific industry groups and/or service lines.
• Analyze work in process (WIP), engagement letters, and out of scope (OOS) items to generate client invoices based on services provided.
• Review final invoices with Relationship Executives before client distribution, particularly for more complex client lists.
• Assist with producing credit notes and billing adjustments, and follow up on collection activities as directed.
• Support clients via email or phone regarding collections and assist with setting up online payment portals.
• Provide assistance to Job Billers and Client Relationship Executives on billing questions, software, or invoice issues.
• Produce high-quality work compliant with processing guidelines and firm standards, including proofreading and report compilation.
• Maintain accurate and up-to-date records of invoices, payments, adjustments, and other billing-related activities.
• Collaborate with other departments and clients to resolve issues, meet timelines, and deliver excellent customer service.
• Identify opportunities to streamline billing processes, reduce errors, and improve efficiency.
• Generate regular billing reports such as aging reports, revenue analysis, and billing summaries.
• Maintain and update billing systems and client data.
• Assist team members with overflow work as needed.

Required Qualifications

• High School Diploma or equivalent combination of education and experience.
• Minimum of 1 year progressive administrative experience in accounts receivable or accounts payable.
• Experience owning or supporting end-to-end billing processes, including invoice preparation, review, and issue resolution.
• Advanced Microsoft Excel skills, including pivot tables, formulas, and handling large data sets.
• Strong attention to detail and accuracy with the ability to review, proofread, and validate financial data.

Preferred Qualifications

• Experience in a CPA firm or professional services environment.
• Familiarity with billing and collections in complex or high-volume settings.
• Associate’s degree in accounting, finance, business, or related field.
• Experience with Workday or comparable ERP/billing systems.

Skills & Abilities

• Ability to plan, prioritize, and manage multiple assignments in a fast-paced environment.
• Strong analytical and problem-solving skills to identify discrepancies and recommend solutions.
• High level of attention to detail and commitment to accuracy.
• Ability to manage competing priorities and meet deadlines, especially during peak billing cycles.
• Sound judgment and decision-making skills, including knowing when to escalate issues.
• Ability to maintain confidentiality and handle sensitive financial information with integrity.
• Strong collaboration skills and ability to work effectively with cross-functional teams.
• Proactive, curious, and confident mindset with willingness to ask questions and challenge inconsistencies.
• Clear, concise verbal and written communication skills, capable of interacting with senior leaders and occasionally clients.
• Quick learner of new systems and tools, with ability to support others.
• Flexibility in schedule to support peak billing periods and business needs.
• Proficient in Microsoft Word and Outlook.

Compensation & Benefits

• Estimated base pay range: $21.00 to $28.00 per hour. Offers typically are not made at the maximum to allow for future salary increases.
• Eligibility for an annual discretionary bonus based on individual and firm performance.
• Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, Health Savings Account (HSA) with potential employer contribution, Employee Assistance Program.
• Firm-sponsored basic life, short-term and long-term disability coverage.
• 401(k) savings plan with profit sharing and employer matching contributions.
• Well-being incentives, education and certification assistance.
• Flexible time off, family care leave, parental leave, and family formation benefits.
• Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
• Benefit eligibility depends on annual hours, position status/level, and location.

Location

This position is based within the United States. Specific location details are dependent on business needs.