Regional Billing Specialist

Your Passion. Your Purpose. 

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/  

Job Description:

How You’ll Make an Impact:

• Collaborate with advisors to maximize client invoice amounts:
  • Work efficiently to complete client billing.
  • Effectively manages Work In Process (WIP).
  • Prepare billing detail and WIP analysis for review with billers. Generate workflow reports to identify completed jobs for billing analysis.
  • Prepare and approve invoices for delivery to clients.   
  • Communicate with advisors, Regional Managing Principals, and Administrative Services team to be sure that billing is completed timely.
  • Discuss proposed billing amounts with advisors to increase billing amounts appropriately.
  • Discover additional work completed beyond scope and bring it to the advisor’s attention.
  • Understand our industry terminology to accurately identify and describe services provided.
  • Collaborate with advisors to increase billing performance metrics.
• Demonstrate exceptional time management skills using Outlook calendar to effectively manage the billing process by scheduling:
  • Meeting with advisors
  • Advance report preparation for upcoming advisor meetings
  • Dedicate post-meeting time to complete work generated in advisor meetings

• Monitor and support A/R management. 
  • Track and report progress on A/R.
  • Work directly with advisors and Collections Manager as necessary to facilitate timely payments.     
• Record engagement letter fee arrangements.
• Ensure other associates, supervisors and clients are informed of progress and significant developments

Your Desired Experiences, Education and Skills:

• Associate’s degree or equivalent experience; Bachelor’s degree preferred.
• 2+ years of billing experience; professional services billing preferred.
• Proficiency with Microsoft Office Suite programs.         
• Ability to prioritize multiple projects, manage time and leverage technology effectively
• Ability to analyze data, identify trends, summarize, and provide recommendations.
• Solid problem-solving skills and sound judgment in making decisions.
• Unwavering integrity at all times.
• Confidence in working with advisors at all levels in the firm.
• Professional image, maturity, self-confidence, and a positive attitude

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.