Billing Analyst

BPM is a full-service accounting firm providing comprehensive assurance, tax, and advisory services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” are part of the reason we are recognized as one of the Best Places to Work in the Bay Area. We provide meaningful careers for our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 14 offices worldwide, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate, and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.

Team Overview

BPM is looking for an individual who can master day-to-day billing operations by ensuring clients are invoiced timely and accurately for professional services by utilizing efficient billing processes and responding to and resolving any billing related matters in a timely fashion. Additionally, this individual will take ownership, perspective, and the knowhow to articulate billing best practices and foresight to identify inefficient processes and voice recommendations during monthly billing meetings with bill managers. 

You Have (Requirements):

• 2-5 years of CPA and or legal billing experience (preferred).
• Understand billing overall mechanics and back-end billing transactions such as progress billing, closing out progress bills against WIP, clearing WIP, WIP write ups/downs, etc.
• Understand how billing transactions affect realization and other reporting metrics.
• Active listening skills to understand what the requestor is asking for.
• Effective communication skills to explain complexities of billing to senior level staff.
• Critical thinking skills using logic and reasoning to identify efficient solutions to reach a desired outcome.
• Show strong service orientation skills by actively looking for ways to help co-workers and clients.
• Time management skills to prioritize tasks and projects and strategically move through the day-to-day workflow.
• Process-oriented and organized, with the goal of accurately handling high-volume client correspondence in a timely manner to ensure exceptional customer service.

You Will (Job Responsibilities):

• Analyze gross margin, net bill rate, and other financial metrics.
• Make strategic billing recommendations to increase profitability.
• Meet with and assist partners/bill managers monthly to review prior year metrics, discuss billing recommendations, and partner with bill managers to make billing decisions.
• Assist client service professional with WIP/AR management.
• Research/resolve customer billing/AR inquiries in a timely fashion.
• Collaborate with Billing Operations Management to develop and improve billing process.
• Participate in developing and documenting processes, procedures, and controls.
• Maintain accurate client data in the time & billing system.
• Participate in team meetings when the timing aligns with both local and international time zones, ensuring effective collaboration with colleagues across different regions.
• Effectively communicate billing initiatives to client service staff, including partners.
• Onboarding new client staff billers to billing processes and procedures.
• Participate in learning and development activities.
• Ad hoc projects as assigned.