KSM (Katz, Sapper & Miller)

Compensation

Full Description

Job Description: We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you. Position Summary: The Billing Analyst is responsible for managing overall billing and outstanding WIP balances for each client listed under the Partner/Director to which you are assigned. This individual will be responsible and accountable for reviewing, analyzing, and preparing recommendations for billing & presenting these recommendations to their assigned Partner/Director. In addition, duties to include, preparing actual bill, write ups, write downs and write offs for their respective Partner/Director. Responsibilities: Billing Responsibilities WIP Management for respective Partner/Director: Manages WIP balances according to established billing goals Scheduling & maintaining consistent monthly meetings Assume all billing/invoicing responsibilities as assigned Manages unrelieved WIP balances for clients assigned to respective Partner/Director Prepares billing recommendations based on client billing history, engagement agreements and billing guidelines Communicates recommendations effectively and updates as needed Communicates with client services staff assigned to the client being billed as to maximize realization and ensure accurate and appropriate billing execution Finalizes billing/creates invoice w/in 48 hours of billing meeting Processes WIP write offs/downs as approved/requested Work with assigned Partners/Directors and Client Partner on Invoice Approval AR Responsibilities Process approved write offs/downs Process credits of previously billed invoices Requirements/Qualifications: 3 years of accounting or financial analysis related experience Associate degree in accounting or finance related field a plus A self-starter who isn’t afraid to take initiative and can work with some, but not extensive direction Effective time management, prioritization, and organizational skills Strong attention to detail Ability to operate with some flexibility Intermediate level or higher Microsoft Excel experience; including various formulas, data analysis and management Proven written and oral communication skills Established technology skills and strong proficiency with Microsoft Office Suite We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract. About Us: We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.