Billing Specialist

San Ramon, CA, United States

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Billing clients for the good work we do is absolutely critical and right at the center of our firm. Armanino is seeking a highly motivated and detail-oriented Finance Billing Specialist to join our team. The Finance Billing Specialist plays a pivotal role in managing the billing process and ensuring accurate and timely invoicing for our customers, utilizing the Workday billing system. This position requires an understanding of Workday billing procedures, strong organizational skills and the ability to collaborate with internal stakeholders to ensure the efficient and accurate processing of invoices.

Job Responsibilities:

Review and verify billing data to ensure completeness and accuracy before invoicing.

Update/correct Workday data as needed.

Create accurate customer invoices in a timely manner based on client delivery team instructions.

Finalize and distribute approved customer invoices.

Review and understand customer engagement letters with a focus on scope and billing requirements.

Work closely with the client delivery team, including Managers, Senior Managers, Directors and Partners, to ensure accurate and timely billing for customer projects.

Based on engagement letter content and WIP, identify required out of scope billing.

Provide support in the end-to-end billing process: from WIP review to customer invoice proposals to final invoice distribution.

Support the client delivery team by doing research for client billing-related inquiries.

Partner with the delivery team to provide timely resolution of client billing concerns.

Maintain positive internal relationships through effective communication and meeting commitments.

Conduct periodic/quarterly WIP review for any WIP over 90 days that must be billed or written off. Make recommendations for actions to key billing stakeholders.

Conduct periodic review of unused prepaid balances to identify opportunities to recognize unused prepaid balances.

Review and understand key billing-related reports, both in Workday and Power BI.

Prepare and deliver regular billing reports to internal customers.

Resolve Workday billing-related issues documented as tickets in the firm's internal ticketing system.

Collaborate with the Customer Onboarding team to address customer set up issues in Workday.

Collaborate with billing teams in the Business Units to solve problems or provide additional support.

Work effectively with other Billing team members to cross-train on select tasks and provide needed coverage during team member absences.

Requirements

Minimum of 2 years of experience as a Billing Specialist

Excellent customer service skills with the ability to clearly communicate (both in writing and verbally) and work effectively with all levels of management and staff.

Ability to work overtime as needed.

Preferred Qualifications

Bachelor's degree in a relevant field (e.g. Accounting, Finance or Business)

Workday billing experience strongly preferred.

Experience in a professional services industry

Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP's employees to perform their job duties may result in discipline up to and including discharge.

Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

Certain states require us to disclose the pay range and benefits summary for job openings. Compensation Range for this position: $28 - $34/hr. Compensation may vary based on skills, role, and location.

Armanino has a robust offering of benefits, including:

Medical, dental, vision

Generous PTO plan and paid sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

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