Billing Analyst

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

The Billing Analyst is responsible for managing overall billing and outstanding WIP balances for each client listed under the Partner/Director to which you are assigned. The role includes reviewing, analyzing, and preparing recommendations for billing, presenting these recommendations to the assigned Partner/Director, and handling the preparation of actual bill, write‑ups, write‑downs and write‑offs for their respective Partner/Director.

• WIP Management for respective Partner/Director
• Manages WIP balances according to established billing goals
• Scheduling & maintaining consistent monthly meetings
• Assume all billing/invoicing responsibilities as assigned
• Manages unrelieved WIP balances for clients assigned to respective Partner/Director
• Prepares billing recommendations based on client billing history, engagement agreements and billing guidelines
• Communicates recommendations effectively and updates as needed
• Communicates with client services staff assigned to the client being billed to maximize realization and ensure accurate and appropriate billing execution
• Finalizes billing/creates invoice within 48 hours of billing meeting
• Processes WIP write‑offs/downs as approved/requested
• Work with Partner/Director and Client Partner on Invoice Approval

• Process approved write‑offs/downs
• Process credits of previously billed invoices

• 3 years of accounting or financial analysis related experience
• Associate degree in accounting or finance related field a plus
• A self‑starter who isn’t afraid to take initiative and can work with some, but not extensive direction
• Effective time management, prioritization, and organizational skills
• Strong attention to detail
• Ability to operate with some flexibility
• Intermediate level or higher Microsoft Excel experience; including various formulas, data analysis and management
• Proven written and oral communication skills
• Established technology skills and strong proficiency with Microsoft Office Suite

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.