Billing Clerk - Level 2

Billing Clerk Level 2

Classification: Hourly, Non-Exempt, Full-time Position

Reports to: Billing Management

JOB DESCRIPTION

Summary/Objective

Under the direction of the Billing Management, the Billing Clerk Level 2 is responsible for meeting daily client invoicing quotas, researching work orders in proprietary computer system, and work collaboratively with various team members. As a vital initial process of the billing department, it is important to meet client requirements for invoicing as well as RSM Compliance.

Essential Functions

• Reviewing work orders status' and verify documents are uploaded, as well as confirming all information is correct on vendor invoices. Analyzing vendor invoices for accurate pricing and sign off sheets to ensure proper billing.
• Monitor work order margins and NTE limits prior to invoicing
• Review work order status on client systems
• Preparation of client billing, with attention to client rates and compliance to contract. Ability to read and interpret client contracts.
• Client invoicing through multiple third-party systems. Current platforms are Service Channel, Ariba, Corrigo, Ecotrak, Fexa, Nexus, Office Trax.
• Send client invoices per established client specific process'
• Manage billing email

• Work in collaboration with all RSM teams Project Managers, Senior Project Managers, Account Executives, Accounts Receivable, Accounts Payable, Procurement and Finance to invoice all clients in a timely manner

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Required Competencies

• Basic Math skills
• Billing experience
• Communication proficiency
• Basic experience operating computer hardware, software, and ability to learn new software.

Supervisory Responsibility

This position is not a supervisory role. This role will work collaboratively with positions in the same or different department.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This job is in an open space office environment with considerable background noise and disturbances.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is a sedentary role; however, occasional filing may be required. This role would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Other regular physical demands include standing, sitting, walking, stooping, repetitive motion, lifting not more than fifteen pounds, reaching, typing.

Position Type/Expected Hours of Work
This is a full-time position with 40 hours of work or more per week. Days and hours of work are the normal business hours from Monday through Friday, 8:30 a.m. to 5:00 p.m. Any overtime work must be approved by manager prior to working overtime hours.

Travel

No travel is required for this position.

Required Education and Experience

High School Diploma or equivalent with minimum 1 year experience in customer service or billing in an office environment OR College Degree with some office experience.

Work Authorization

Must be authorized to work in the U.S without needing sponsorship at time of hiring or in the future.

ADA/EEO Statement
Must be able to perform the essential functions of the job with or without reasonable accommodations.

Equal employment opportunities (EEO) will be provided to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, or veteran status. In addition, all applicable federal, state, and local law requirements will govern nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status is explicitly prohibited. Violation of company policies and procedures or code of conduct, including inability to perform the job duties adequately may result in discipline up to and including discharge.

At Will Employment

Your employment is at-will and either party can terminate the employment relationship at any time with or without cause and with or without notice. This is not a contract job.

In this role, you will be expected to perform the duties and responsibilities described in the enclosed job description which is periodically updated to reflect business needs. This job description has been approved by management.