Senior Internal Billing Analyst

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 Manager, Finance, the Billing and Collections Senior Analyst, is responsible for leading a team of Industry Aligned Analyst and ensuring timely, accurate, and efficient billing and collection functions of all service lines offered by the Firm. Work closely with other departments to monitor billing workflows, processes and coordinate workload responsibilities while utilizing a centralized process and adhering to all policies and procedures.

Essential Responsibilities:

• Leads day-to-day billing operations, providing direction and support to the billing team including the generation and distribution of invoices, credit memos and reversals, resolving billing issues, WIP and collections for all service lines.
• Analyzes 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.
• Reviews invoicing requests that are submitted and monitors the team's activity for accuracy.
• 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.
• Adheres to any changes from various Wipfli departments that will impact time and billing procedures and day-to-day operations. Update Analysts team with changes that would impact day-to-day operations.
• Updates client billing profiles within software and identifies opportunities to streamline and improve billing processes.
• Understands and adheres to multiple invoice procedures and practices dependent upon Engagement Letters and other contractual terms and conditions or Firm policy.
• Stays updated with relevant billing regulations, policies, and best practices to ensure compliance with legal and regulatory requirements.
• Provides training, guidance, and support to billing staff to enhance their skills and knowledge.
• Assist with collection support by Industry as needed or requested from Manager, Finance.

Required Qualifications:

• Associate degree or equivalent educational training preferred
• 7+ years of progressive administrative work experience in the areas of billing and collections.
• 3+ years of experience leading associates and operations.
• Experience developing productive business relationships with associates at all levels within an organization.

Skills & Abilities:

• Ability to plan, prioritize, and organize work effectively
• Detail-oriented and meticulous in 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
• Ability to understand collection rules and regulations
• Ability to demonstrate good business judgement in decision making
• Ability to maintain the integrity of confidential information
• Ability to analyze data and recommend solutions
• Ability to use and learn software programs and train associates in their use
• Ability to navigate through ambiguity and approach opportunities in a flexible and creative manner
• Ability to present a professional appearance and demeanor
• Demonstrate leadership skills while mentoring team successfully
• Excellent written, verbal and presentation skills
• Proficient in Word, Excel, and Outlook

#LI-TF1 #LI-REMOTE

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 $60,000 - $81,000, 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.