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At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
Under the direction of the Billing and Collections (BC) Senior Analyst, the Analyst II, provides billing support for designated Industry groups. Ensuring the timely and accurate billing of clients and supporting overall central billing operations including monitoring workflows and applying consistent billing practices in accordance with company policies and procedures.
Responsibilities
Essential Responsibilities:
- Develops a specialized billing knowledge and software proficiency in specific Industry groups and/or service lines, while maintaining a positive, collaborative work environment.
- Analyze work in process (WIP), engagement letters and any out of scope (OOS) and generate invoices for clients based on services provided. Reviews final invoices with Relationship Executives before distributing to clients. These assigned RE’s will have a more complex client list.
- Assists with producing credit notes and adjustments in billing software and following up on collection activity when directed.
- Assists with collections for Job Billers and Relationship Executives if needed including responding to clients for copies of invoices and statements, distributing ACH instructions, or W9 to expedite payment. Assist clients via email or via phone calls relating to collections and helping client set up online payment portal to expedite payment.
- Assists with mentoring and training of other Analysts in the Industry group or department.
- Assists Job Billers and Client Relationship Executives with billing questions or software or invoice issues.
- Produces high quality work in compliance with work processing guidelines and firm standards including proofreading and report compilations.
- Maintains accurate and up-to-date records of invoices, payments, adjustments, and other billing-related activities.
- Collaborates with other departments and clients to resolve issues, adhere to timelines, and provide outstanding customer service.
- Assists with Identifying opportunities for streamlining billing processes, reducing errors, and improving efficiency.
- Generates regular reports related to billing activities, such as aging reports, revenue analysis, or billing summaries.
- Maintains and updates billing systems and data stream updating client information.
- Assists other team members with overflow work.
Knowledge, Skills and Abilities
Required Qualifications:
- High School Diploma or equivalent combination of education and experience
- 3+ years of progressive administrative work experience in the areas of accounts receivable or accounts payable.
Preferred Qualifications:
- Associates degree
- Experience working for a CPA or other Professional Services Firm
- Experience in billing and collections
Skills & Abilities:
- Ability to plan, prioritize, and organize work effectively
- Detail-oriented and meticulous in caring about the accuracy of the information being typed and submitted to clients
- Skills in reviewing, proofing, and verifying data
- Ability to balance many projects simultaneously
- Ability to work under pressure and time deadlines
- Demonstrate good business judgement in decision making
- Maintain the integrity of confidential information
- Ability to develops and demonstrate general knowledge of the firm’s products and services
- Analyze data and recommend solutions
- Ability to use and learn additional software programs and train associates in their use
- Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards the work, team, and firm
- Ability to be flexible with scheduling to meet workflow demands
- Clear, concise verbal and written communication skills and accurate grammar usage
- Proficient in Word and Outlook
- Advanced Excel skills including understanding Excel macros and commands such as v-lookup
Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $23.00 to $30.00 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
