Asset Management Senior Associate at Andersen

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jul, 26

Salary

0.0

Posted On

20 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Billing, Collections, Excel, Word, PowerPoint, Outlook, SAP, Financial reporting, Data analysis, Communication, Time management, Attention to detail, Problem solving

Industry

Financial Services

Description

Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role The Asset Management Senior Associate will work as a member of a billing team or lead a small team providing billing services to designated office(s) of Andersen Tax. They must be organized, detail-oriented, and able to leverage technology to provide high quality service to meet local office objectives. Responsibilities include: Prepare, finalize, and distribute monthly invoices in line with firm billing policies and procedures Draft invoices, revise narratives to meet firm standards, and process time/cost transfers, write-offs, and other adjustments; ensure timely delivery of invoices for payment Monitor outstanding and aging receivables and assist with follow-up as needed Identify and resolve billing issues, consulting with the Billing Manager as appropriate and escalating when necessary Maintain accurate and up-to-date client billing information, including instructions and requirements Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions Generate and distribute ad hoc reports using SAP Train new team members on time entry processes and follow up on missing time entries Perform billing analyses and present concise summaries of findings to relevant stakeholders Collaborate with colleagues and cross-functional teams, including National Finance, Client Accounting, and Office Administration The Requirements 5 or more years’ billing and collections experience, preferably in a professional services environment Bachelor’s degree preferred Must have intermediate to advanced Excel skills Proficient in Word, PowerPoint, Outlook Excellent written and verbal communication skills Compensation and Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Salary Range: For individuals hired to work in Orange County, CA., the expected salary range for this role is $80,000. to $110,000. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set. Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

Responsibilities

The Asset Management Senior Associate is responsible for preparing, finalizing, and distributing monthly invoices while monitoring outstanding receivables. They also analyze billing data, resolve billing issues, and train team members on time entry processes.