REQUIREMENTS:

• College diploma; finance/accounting diploma preferred
• 3 years’ experience working within a Finance function an asset
• Experience/expertise with a large enterprise resource planning system billing and reporting module, preferably SAP based, in a professional services environment
• Knowledge of financial impacts of invoicing (including credit notes and bill reversals), ERP changes and closeouts
• Intermediate to advanced Excel skills: ability to work with complex Excel templates and upload data from enterprise resource planning systems’ billing and reporting modules
• Proactive, self-starter that strives for quality and excellence
• Strong analytical skills
• Proven ability to meet set deadlines
• Ability to multi-task billing/calculations for multiple engagements
• Able to build relationships with all levels of staff easily
• Strong written and oral communication skills

• Monitor functional billing mailbox and action tasks assigned
• Review engagement letters to assess billing impacts, including identification of billing schedule, terms, etc.
• Set up rush engagement numbers. Forward non-rush requests for new engagement numbers to the Bridge Team Centre
• Propose and finalise billing schedules with engagement Partners and/or Sr. Managers; set up and maintain schedules in SAP
• Review draft bills automatically released within SAP and obtain approval for bill issuance
• Regularly review engagements with engagement Partner / Sr. Manager, proposing those to be billed and determine if ERP changes or closeouts are required
• Forward ERP changes and closeouts to the Processing Centre
• Draft bills for review by the engagement Partner/Sr. Manager
• Finalise and approve bills within SAP for Partners that have delegated this task to the Billing Specialist
• Review ERP gain/loss during billing process and notify engagement Partner/Sr. Manager of any risks/issues related to ERP
• Track all bills sent for review or approval to ensure reasonable turnaround time
• Process bill adjustments (credit notes and bill reversals) based on consultations with or instructions from the engagement Partner
• Act as the main contact for Partners, client service staff and admin assistants on all billing-related matters
• Respond to and resolve billing queries or issues on a day-to-day basis
• Proactively recommend changes in billing processes and procedures to make them more efficient and effective
• Collaborate with peers cross functionally on workload to ensure consistency and identification of issues, trends or areas that can be optimised