Billing Specialist

At Wipfli, people count
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 person to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. We value curiosity; curious is more than a personality trait. It's a way of thinking. Of learning. Of working. There's purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference and make a professional home, Wipfli is the place for you.
Job Summary
Under the direction of the Billing and Collections (BC) Senior Analyst, the Analyst I, 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.
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.
• 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 or software Including updating client information.
• Assists other team members with overflow work.

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 develop 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

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, citizenship status, 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 [email protected].
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $17.00 - $28.00 an hour. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.