Billing Leader

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

We are open to hiring this role in any US location.

The Billing Leader (Sr. Director) is responsible for leading and overseeing all aspects of the billing process for the firm, ensuring accurate and timely invoicing using Workday. This role will also focus on leading and mentoring a team of billing professionals, collaborating with finance leaders and line of business/Service Line/Capability/Operational leaders to identify, recommend, develop, and implement changes that benefit the firm’s bottom line, and will drive efforts to increase efficiency and optimization of this critical revenue generating finance function. The Billing Leader must be an advocate of change management, effectively communicating and implementing change and managing it proactively to minimize disruption to the business and revenue cycle operations. This position leads a team of finance billing team members across the United States, Canada, El Salvador and India, and will work closely with senior leadership and key stakeholders to ensure alignment with organizational goals and financial objectives.

Billing Leader plays a crucial role in ensuring the financial health of the firm by driving efficient and effective management of the firm’s billing process. If you have a passion for process improvement, team leadership, and financial operations, we invite you to apply for this exciting opportunity.

Essential Duties

Billing Management:

• Lead the Firm’s client billing in achieving billing goals, while collaborating and interfacing with the Firm’s Owners, line of business/ Service Line /Capability/ Operational leaders, and other members of the finance leadership team providing proactive advice and guidance on billing matters, potential issues and risks and other key data and analysis.
• Oversee the entire billing process to ensure billing terms and conditions are adhered to and captured correctly in the billing system, while ensuring compliance with internal policies and external client agreements.
• Design, implement, and maintain controls and methodologies to ensure accurate and prompt processing of client invoices, with the highest realization of fees; oversee the Firm’s work-in-progress and associated technology/software.
• Work closely with LOB operations, finance systems team, and other internal organizations to resolve billing discrepancies and issues.
• Monitor and report on key metrics related to billings, including write-offs, adjustments and revenue recognition.

Process Improvement:

• Continuously evaluate and improve billing processes to enhance efficiency, accuracy, and client satisfaction.
• Work with the larger finance team, IT and vendors to identify and implement system improvements within Workday and other automation opportunities.

Team Leadership:

• Provides effective leadership to employees and/or teams through: planning appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations and providing feedback on performance, recognition, coaching, employee counseling reports and/or discipline including separation; creating career growth opportunities and employee development plans.
• Manage, mentor, and develop the Firm’s finance billing team, champion and ensure a highly team-oriented, client service-focused approach and culture, with the utmost commitment to professional excellence.
• Foster a collaborative and results-driven team environment.
• Conduct regular performance reviews and provide constructive feedback to team members.

Reporting & Analysis:

• Provide regular updates to senior leadership on billing status.
• Conduct in-depth analysis of billing data to identify patterns and recommend actionable improvements.
• Present findings and recommendations to leadership and key stakeholders

Complete special projects as requested.

EDUCATION/CERTIFICATIONS

• Bachelors degree - Required
  • Acct/Finance - Preferred
• CPA, MBA and/or other advanced degrees - Preferred

TECHNICAL/SOFT SKILLS

• Proficient in Microsoft Office – Required
• Ability to learn, implement and train others on BI Tools
• Ability to work in a large, complex, dynamic organization where a high degree of ambiguity and change exists – Required
• Ability to work effectively with all levels of employees including senior leadership – Required
• Strong problem solving and analysis skills – Required
• Strong organization, prioritization and time management skills – Required
• Workday PSA experience – heavily preferred

EXPERIENCE

• 15+ years of progressive experience in Finance Operations or comparable experience
• Professional services industry experience – preferred
• Extensive background driving continuous improvement, innovation, and optimization – Required
• Strong knowledge of billing systems and strategies – Required
• Proven track record in managing and driving improvements in billing processes – Required

LEADERSHIP SKILLS

• Outstanding interpersonal skills; the ability to communicate effectively with partners and other key firm stakeholders, to lead through influence rather than control, and to create consensus-based support for business strategies and decisions – Required
• Dynamic energy level, an unquestioned work ethic, willingness to “roll up your sleeves,” and work closely in a collaborative manner with colleagues and team members – Required
• Superior presentation, written, and verbal communication skills; the ability to interact credibly and diplomatically with all levels in an organization – tailoring communications effectively for different groups and stakeholders – Required
• Superior business acumen, comprehensive knowledge of accounting principles and practices, strong analytic capabilities, sound judgment, and precise attention to detail - Required
• 10+ years’ experience managing staff – preferred
• Experience working with offshore centers - Preferred

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $179,500 - $318,500