Billing Associate

This Position:

The Account Support Engagement-to-Cash will be responsible for executing financial and operational activities, alongside the US-based Finance team and client serving professionals, to manage the financials of client engagements.

This role will be knowledge across all activities in the “Engagement-to-Cash” process and will play an active role in building and training the LATAM Accounts Support team over time.

This role will leverage their expertise to assist client serving engagement teams by driving finance activities across pricing, engagement code management, invoice generation, collections, and cash application process areas. In addition to providing hands-on support, this role will provide guidance to LATAM support resources.

This role will primarily work with the US-based Accounts Support Finance teams and directly support US-based Client Serving engagement teams.

Below is our ‘wish list’ but don’t worry if you don’t tick all the boxes. We’re interested in your strengths, what you want to learn, and how far you want to go.

 Analytical/Decision Making Responsibilities:

• Interact with US-based Finance account support based on analysis of engagement details and statement of work (SOW)
• Provide hands-on support for the end-to-end Engagement to Cash process

Core Engagement-to-Cash Activities

• Develop pricing plans using an Enterprise Resource Planning (ERP) system for client servers during deal governance
• Responsible for the finalization of pricing plans in ERP system
• Review Statement of Work (SOW) pricing plans and ensure margin requirements meet criteria
• Responsible for E-Code process in the ERP platform including the creation of code for engagements, standardizing billing terms, and ensuring codes align to policy before closing in ERP system
• Accountable for the validation and processing of Estimate to Complete (ETCs)
• Provide manual intervention when necessary to close the engagement process
• Prepare preliminary billing details per SOW provided by client servers and US-based account support
• Review and validate billing details with US-based Finance support
• Ensure generation and delivery of invoice to client servers algins with SOW
• Accountable for management of collections and invoice adjustments for client server accounts
• Ensure adjustments and reversals are properly identified and updated per terms and policy
• Prepare and analyze invoice adjustments / reversals
• Collaborates with US-based account support to client cash collection, escalation and resolution

Basic qualifications: