- Ensures timely and accurate preparation of client invoices.
- Process client bills in our Self-Service Invoice platform (Unit4)
- Provide direction on reporting and unique billing situations
- Build relationships with functional leaders within the firm including Finance, Legal, and Conflicts
- Participate in preparation of reports as requested by management
- Implement firm billing and collections standards, policies and programs to support the billing function
- Develop a client service-focused approach with the utmost commitment to professional excellence
- Update digital records associated with client database as needed by professionals
- Support professionals with ad hoc requests, e.g. W-9, wiring information and rate cards
- Effectively manage aging reports and help assess risk with input from Managing Directors
- Provide direction on difficult collection situations in consultation with the Finance team
- Audit Working Capital Reports to determine reserves for uncollectable A/R and unbillable WIP in preparation for GAAP financial statements
- Partner with Corporate Finance team to ensure that collections have been applied appropriately to project codes, including lead working credit and referral credit allocation
- Bachelors Degree required, in accounting, finance or related field preferred
- 3-5 years of professional services billing experience preferred
- Expert skills in MS Office (i.e. MS Word, Excel, PowerPoint, Teams)
- Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.
- Strategic mindset with the ability to anticipate and proactively address conflict, questions, and concerns in a transparent, concise, and influential way
- Aptitude and willingness to work with complex procedures
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities and adjust to changing priorities in a professional manner
- Ability to work independently and with a team
- Willingness and ability to assume new tasks and responsibilities
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Financial Analyst - Charlotte, United States - Alvarez and Marsal
Description
Description
Job Description
The Financial Analyst - Revenue Accountant will oversee all billing and collections processes for the Private Equity Performance Improvement Practice on a daily basis. They will coordinate across our Sub Business Units (e.g. Commercial Operations, CFO Services, Merger and Acquisition Services) as well as our Corporate Finance department to ensure invoice accuracy, regular / timely billing cycles, and appropriate allocation of cash collections. Responsibilities will include preparing / processing of complex invoices, monitoring our working capital (WIP and A/R) for any risk / anomalies, and assisting projects teams with self-service invoicing as needed. Proactive identification and communication of billing-related issues will be an important function of the Financial Analyst - Revenue Accountant. This role requires a high degree of organization, detail orientation, the ability to easily multi-task and work independently as well as comfort interfacing with all levels of internal management, staff, and at times external clients.
Key Responsibilities:
Billing
Collections and Applications
Qualifications (Experience, Knowledge, Skills & Abilities):
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