[Hiring] Billing Specialist @Mercer Advisors

Role Description

The Billing Specialist provides daily, ongoing accounts receivable support within Wealth Solutions, Tax Department including creating invoices, tracking, reporting, and collecting open items.

• Actively involved in the overall day-to-day responsibilities of tracking, reporting, and updating accounts receivables.
• Supports department leadership with a weekly snapshot of revenue/collection.
• Update procedures, assuring accuracy, and data integrity.
• Communicate and collaborate with various stakeholders, such as employees, managers, clients, and vendors, and resolve any issues or conflicts.
• Create, document, and share invoices as tax returns are completed.
• Collect and manage client authorizations and signatures for financial account debits.
• Support clients with making payments if needed.
• Work closely with the accounting team for all billing inquiries, including exception requests financial account debit requests, resolving any discrepancies.
• Manage account receivable report from accounting and follow up on all outstanding invoices.
• Responsible for maintaining billing data integrity and maintaining accurate records across all platforms.
• Reconcile tax cash receipts, apply payments to invoices in CCH, and ensure payment activity is accurately recorded in NetSuite.
• Track and manage fees for acquisitions, including alignment of fees across the platform.
• Other duties as needed.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years of experience in finance-related roles.
• Excellent analytical, problem-solving, and decision-making skills.
• Experience using CCH Practice is a plus.
• Experience using NetSuite is a plus.
• Proficiency in MS suite of tools, Salesforce.
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders.
• Superior organization skills - highly detailed-oriented, strong multi-tasker, excellent follow-through, meticulous, and a process-driven “thinker.”
• Client-first attitude, including a passion for providing an excellent client experience.
• Team player, collaborative, and able to work in concert with others.

Requirements

• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans.
• Vision Insurance Plan.
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.