Asset Management, Senior Associate

Andersen

$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of billing and collections experience in professional services
  • Bachelor's degree preferred
  • Intermediate to advanced Excel skills
  • Proficient in Word, PowerPoint, and Outlook
  • Excellent written and verbal communication skills

Responsibilities

  • Prepare and distribute monthly invoices according to firm policies
  • Draft and revise invoices ensuring compliance with firm standards
  • Monitor aging receivables and assist with follow-up
  • Identify and resolve billing issues, escalating when necessary
  • Maintain accurate and up-to-date client billing information
  • Analyze complex data to inform decision-making
  • Work independently to meet objectives with minimal supervision
  • Generate ad hoc reports using SAP
  • Train new team members on time entry processes
  • Collaborate with various cross-functional teams

Benefits

  • Medical, dental, vision, and basic life insurance coverage
  • 401(k) plan enrollment upon hire
  • 160 hours of paid time off annually
  • Twelve paid holidays each year
  • Commitment to employee well-being and professional growth
Full Job Description
Application Notice

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.

The Role

The Asset Management Senior Associate will work as a member of a billing team or lead a small team providing billing services to designated office(s) of Andersen Tax. They must be organized, detail-oriented, and able to leverage technology to provide high quality service to meet local office objectives. Responsibilities include:
  • Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures
  • Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment
  • Monitor outstanding and aging receivables and assist with follow-up as needed
  • Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary
  • Maintain accurate and up-to-date client billing information, including instructions and requirements
  • Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information
  • Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions
  • Generate and distribute ad hoc reports using SAP
  • Train new team members on time entry processes and follow up on missing time entries
  • Perform billing analyses and present concise summaries of findings to relevant stakeholders
  • Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration

The Requirements

  • 5 or more years' billing and collections experience, preferably in a professional services environment
  • Bachelor's degree preferred
  • Must have intermediate to advanced Excel skills
  • Proficient in Word, PowerPoint, Outlook
  • Excellent written and verbal communication skills

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Los Angeles, CA., the expected salary range for this role is $80,000. to $100,000. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

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