Billing Specialist

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City : Calgary

Category : Accounting, Financial, Insurance

Industry : Business Services

Employer : KPMG

Position Summary

Working in a centralized Delivery Centre assisting partners in the initiation, preparation and issuing of billings to the firm’s clients.  Proactively initiate the preparation of billings to ensure all services are billed on a timely basis and that the investment in client work in progress is kept to a minimum. The role will be the single point of contact for all billing related matters for the assigned Partners and their Engagement Teams.

Key Responsibilities

  • Review engagement letters to assess billing impacts, including identification of billing schedule, terms, etc.
  • Forward request for new engagement numbers to the Processing Centre
  • Propose and finalize billing schedules with engagement Partner; setup and maintain schedules in IBS
  • Review and edit scheduled draft bills automatically released within IBS and obtain approval for bill issuance
  • Regularly review engagements with engagement Partner, 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
  • Finalize and approve bills within IBS for Partners that have delegated this task to the Billing Specialist
  • Review ERP gain/loss during billing process and notify engagement Partner 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 on workload in Delivery Centre team to ensure to ensure consistency and identification of issues, trends or areas that can be optimized

  • College diploma; finance/accounting diploma preferred
  • 3 years’ experience working within a Finance function
  • 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

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