Apercen Partners LLC

Billing Manager

Job Locations US-CA-Folsom
Posted Date 2 months ago(7/23/2021 11:52 PM)
Job ID
2020-1169
Department
Finance

Overview

Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families. Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries.  Our growth has been driven by superior client service and supported by an innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization. 

 

We are seeking a billing manager to be responsible for the generation, processing and issuance of invoices to the firm’s clients. This role will work closely with the managers and partners of the firm to prepare invoices, respond to client questions and maintain the billing subledger. This role will be a major component of the revenue process and report directly to the Senior Billing Manager.  

Responsibilities

  • Collaborates with Senior Billing Manager and partners on preparing a monthly billing plan for assigned clients
  • Drives the monthly billing process from beginning to end by providing relevant billing materials for review, preparing draft invoices and coordinating with managers/partners to obtain the appropriate invoice approvals
  • Manages the communication and issuance of the finalized invoices to clients
  • Coordinates with managers/partners on billing-related questions from clients
  • Processes and maintains all billing-related entries in the subledger
  • Works with Senior Billing Manager to monitor timely payment of invoices and directly handle client follow-up on aged receivables
  • Communicates effectively with team members to anticipate billing delays or other issues that may impact the efficiency of the billing cycle
  • Builds strong connections across the various revenue departments of the firm and leverages relationships to achieve successful completion of tasks

Qualifications

  • Minimum two years of related experience
  • BA/BS degree
  • Proficient with Microsoft Office, particularly Excel
  • Highly motivated, self-starter with the ability to work independently
  • High attention to detail, problem solver & intellectually curious
  • Strong communication, interpersonal and management skills
  • Exhibits a high degree of integrity, ethics and trustworthiness

 

Desired Qualifications    

  • MA/MS degree
  • “Big 4” or comparable public accounting experience

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