Senior Billing Analyst - MGO

MGO's SACRAMENTO OFFICE IS GROWING!

The Senior Billing Analyst position is a part of MGO’s internal Finance Department team. This position is responsible for all aspects of client billing, while assisting the Revenue Cycle Manager and CFO as requested.

Core Responsibilities:

• Utilizes STAR Software, Intacct, and contract specifications to prepare monthly client invoices.
• Maintains billing information in STAR Software, including bill rates, client codes, service codes, and other information that relates to the billing process.
• Verifies billing against accounts receivable ledger.
• Prepares reports from on a scheduled and adhoc basis as required or requested from internal customers.
• Assists with special projects as required.

Essential Functions:

• Extracts appropriate data from database for analysis against contract specifications.
• Communicates issues and discrepancies to appropriate manager in a timely fashion. Relays billing recommendations to manager in an effort to maximize client-billing potential.
• Mails all invoices in a timely manner.
• Answers client and employee inquiries regarding invoices; resolves invoice discrepancies.
• Reviews aged Accounts Receivable reports to determine accounts where follow-up is necessary. Discusses non-payments with appropriate manager to determine next collection steps.
• Performs collection calls to clients when necessary. May initiate small claims process if legal action becomes necessary.
• Maintains professional insurance records for firm. Notifies public entity clients of insurance held by firm in fulfillment of contract requirements.
• Identifies and recommends improvements to company’s billing system.

Supervisory Responsibilities: N/A

Conditions:

• Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business.
• Travel, including overnight, may be required approximately 5% of time.
• Work time beyond standard business hours may be required to complete work and meet deadlines.

Minimum Qualifications:

• Bachelor's degree (B.S.) or equivalent, minimum of 5 years related experience, or equivalent combination of education and experience Knowledge of accounting software packages, such as STAR Time & Billing, Sage Intacct, Deltek
• Excellent verbal and written communication skills.
• Intermediate to Advanced skill set with Microsoft Office, Heavy on Excel
• Strong familiarity with databases with proven ability to extract and manipulate data, as well as familiarity with maintaining database tables.
• Demonstrated ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
• Commitment to excellence and high standards (i.e., acute attention to detail).
• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
• Ability to deal effectively with a diversity of individuals at all organizational levels.
• Good judgment with the ability to make timely and sound decisions.
• Ability to work independently and as a member of various teams and committees.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Demonstrated ability to plan and organize projects.
• Prior experience working in a Professional Services Firm preferred, CPA firm desired
• Virtual Cabinet experience a plus

Success Factors:

• Ability to perform several tasks concurrently with ease and professionali
• Ability to communicate clearly and concisely, verbally and in writing, in Englis
• Must be able to keep client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skill

Experience multi-tasking within a professional setting is a plus

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.