Regional Billing Specialist

How You’ll Make an Impact

• Collaborate with advisors to maximize client invoice amounts.
• Work efficiently to complete client billing.
• Effectively manage Work In Process (WIP).
• Prepare billing detail and WIP analysis for review with billers.
• Generate workflow reports to identify completed jobs for billing analysis.
• Prepare and approve invoices for delivery to clients.
• Communicate with advisors, Regional Managing Principals, and Administrative Services team to ensure billing is completed timely.
• Discuss proposed billing amounts with advisors to increase billing amounts appropriately.
• Discover additional work completed beyond scope and bring it to the advisor’s attention.
• Understand industry terminology to accurately identify and describe services provided.
• Collaborate with advisors to increase billing performance metrics.
• Demonstrate exceptional time management skills using Outlook calendar to manage the billing process by scheduling meetings with advisors, advance report preparation for upcoming meetings, and dedicating post-meeting time to complete work generated in advisor meetings.
• Monitor and support A/R management, track and report progress on A/R, and work directly with advisors and Collections Manager to facilitate timely payments.
• Record engagement letter fee arrangements.
• Ensure other associates, supervisors and clients are informed of progress and significant developments.

• Associate’s degree or equivalent experience;
  Bachelor’s degree preferred.
• 2+ years of billing experience; professional services billing preferred.
• Proficiency with Microsoft Office Suite programs.
• Ability to prioritize multiple projects, manage time and leverage technology effectively.
• Ability to analyze data, identify trends, summarize, and provide recommendations.
• Solid problem‑solving skills and sound judgment in making decisions.
• Unwavering integrity at all times.
• Confidence in working with advisors at all levels in the firm.
• Professional image, maturity, self‑confidence, and a positive attitude.

Benefits include a focus on physical and mental health, paid time off for volunteering and diversity‑related activities, flexible work arrangements, and opportunities for growth and development aligned with employee goals.

Rehmann is an Equal Opportunity Employer.