Internal Billing Analyst

• 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.
• Assist clients via email or via phone calls relating to collections and helping client set up online payment portal to expedite payment.
• 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.

• High School Diploma or equivalent combination of education and experience
• 1+ years of progressive administrative work experience in the areas of accounts receivable or accounts payable.
• Demonstrated experience owning or supporting end-to-end billing processes including invoice preparation review and issue resolution
• Advanced Microsoft Excel skills including pivot tables formulas and ability to work with large data sets
• Strong attention to detail and accuracy with the ability to review proof and validate financial data

• Experience working in a CPA firm or other professional services environment
• Experience with billing and collections processes in a complex or high-volume environment
• Associate's degree in accounting finance business or a related field
• Experience working in Workday or a comparable ERP/billing system

• Ability to plan prioritize and manage multiple assignments in a fast-paced environment
• Strong analytical and problem-solving skills with the ability to identify discrepancies and recommend solutions
• High level of attention to detail and commitment to accuracy
• Ability to manage competing priorities and meet deadlines especially during peak billing cycles
• Sound judgment and decision-making skills including knowing when to escalate issues
• Ability to maintain confidentiality and handle sensitive financial information with integrity
• Strong collaboration skills and ability to work effectively with cross-functional teams
• Proactive curious and confident mindset with willingness to ask questions and challenge inconsistencies
• Clear concise verbal and written communication skills with the ability to interact with senior leaders and occasionally clients
• Ability to learn new systems and tools quickly and support others in their use
• Flexibility in schedule to support peak billing periods and business needs
• Proficient in Microsoft Word and Outlook

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace optimize performance and drive growth. Our more than 3000 full-time associates deliver digital people strategy risk financial and outsourcing solutions to 54000+ clients. "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.

Why Work With Us

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 individual to follow their own path. And we seek feedback openly from all.

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