Billing Analyst Senior Associate

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The Role

The Asset Management Senior Associate will work as a member of a billing team or lead a small team providing billing services to designated office(s) of Andersen Tax. They must be organized, detail-oriented, and able to leverage technology to provide high quality service to meet local office objectives. Responsibilities include:

• Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures
• Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment
• Monitor outstanding and aging receivables and assist with follow-up as needed
• Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary
• Maintain accurate and up-to-date client billing information, including instructions and requirements
• Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information
• Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions
• Generate and distribute ad hoc reports using SAP
• Train new team members on time entry processes and follow up on missing time entries
• Perform billing analyses and present concise summaries of findings to relevant stakeholders
• Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration

The Requirements

• 5 or more years' billing and collections experience, preferably in a professional services environment
• Bachelor's degree preferred
• Must have intermediate to advanced Excel skills
• Proficient in Word, PowerPoint, Outlook
• Excellent written and verbal communication skills

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Orange County, CA., the expected salary range for this role is $80,000 to $100,000. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.