The Billing Analyst supports project teams by managing the full billing lifecycle, including contract interpretation, invoice creation, and accounts receivable reconciliation. They collaborate with project managers and consultants to ensure accurate financial reporting and compliance with firm policies.
Overview:
HKS Dallas is seeking a Billing Analyst to join our team.
Supports project teams using a wide range of developing professional skills. Assists in accurate entry and maintenance of project information into the accounting system by reading and interpreting contracts and creating and submitting client invoices monthly. Strong written and interpersonal communication with all levels in the organization as well as external clients. Eager to learn, highly organized, and willing to contribute creatively to the team.
Responsibilities:
Supports billing for multiple Project Managers, ensuring fees are properly entered in the system and invoices are issued monthly in a timely manner, in accordance with contract terms
Requests contracts, labor plans, fee breakouts, authorizations to proceed, etc. as needed to ensure compliance with client agreements and firm policies
Enters project information into the accounting system based on contracts and Project Manager/Client preferences and requirements
Assists in maintaining, tracking, and updating project-related records, including change orders and additional services in collaboration with project team throughout project lifecycle
Collaborates with clients, Project Managers, and Project Accountants to understand project requirements, coordinating with consultants, and developing strong working relationships with all parties of the project team to gain trust and understanding of expectations
Reviews consultant invoices for accuracy and process in conjunction with monthly billing, ensuring that revenue offsets costs within each accounting period, rejecting and requesting revised invoices as needed, and ensuring all required documentation is in place
Reviews WIP prior to billing to ensure labor and expenses are posted correctly, transferring between phases or accounts as needed
Creates and submits client invoices in accordance with company procedures and established billing processes, compiling all required documentation such as client-specific invoice templates, special reporting, lien waivers, etc.
Performs reconciliations of accounts receivable and billing records to ensure accuracy and completeness, processing adjustments and corrections to invoices as needed in adherence to team policies
Supports in ensuring all billing practices comply with relevant accounting standards, contractual obligations, and legal requirements, maintaining accurate and comprehensive records of all billing transactions for audit purposes
Assists in monitoring working capital to ensure prompt billing of services and payment from client
Assists clients regarding billing inquiries, disputes, and adjustments
Performs monthly collections process and resolve issues promptly and professionally
Closes out projects in system upon completion, writing off WIP and removing backlog when needed, following up with Project Managers to ensure projects are closed out timely
Assists in identifying opportunities for process and system improvements and recommend changes to enhance billing efficiency and accuracy
Works closely with other departments, including finance, project management, and legal teams, to ensure seamless billing operations, following established billing procedures and enforcing policies
Qualifications:
Bachelor’s degree in Accounting, Finance or an equivalent combination of education and experience
Typically with 2+ years of experience
Experience in MS Office Suite, including Excel, Outlook and Word
Experience in Deltek Vision or Vantagepoint preferred
Basic understanding of accounting principles and billing practices, particularly in a project-based environment
Strong interpersonal skills and the ability to interact with all levels of staff
Strong work ethic and eagerness to produce high quality, accurate results
Ability to hold sensitive information with a high level of confidentiality and integrity
Ability to communicate and present ideas in a clear, concise and professional manner both verbally and in writing
Ability to problem solve and apply innovative solutions
Ability to work and collaborate in a team environment
Ability to effectively meet deadlines at expected quality
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If you currently work for HKS, please submit your application via the Internal Careers Portal.
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