Billing Associate

    • Contract
  • Malvern, PA, USA
  • 18-25/h

Duties and Responsibilities

  • Leads the biweekly, monthly and/or quarterly invoicing cycles for assigned Business Lines. Communicates invoicing timelines to internal clients. Acts as primary liaison with internal clients for pre-invoice adjustments and invoicing questions.
  • Maintains open communication channels with all clients to ensure a smooth flow of information regarding invoicing activities.
  • Completes pre and post invoicing audits as necessary to ensure all clients are properly invoiced for appropriate services.
  • Partners with the Business to design billing solutions for complex fee agreements.
  • When billing issues arise, helps to identify the source/scope of the problem and promptly elevates to the Enterprise Support Team as necessary. Notifies clients as needed based on the extent and scope of the problem.
  • Works closely with the Enterprise Support Team to resolve billing system issues; to recommend system enhancements; and to test system elevations.
  • Establishes and maintains close working relationships with clients by providing timely and accurate responses to information requests.
  • Generates and distributes management reporting according to established procedures/deadlines.
  • Assists with aged receivable collections as necessary.
  • Completes audits of other processes completed by the team such as daily WMS items, daily cash receipts processing, billing adjustments and IPA fee wires.
  • Assists in tracking outstanding participant paid items.
  • Answers the Billing & Receivables hotline and responds to questions sent to the Billing & Receivables Mailbox.
  • Participates in special projects and performs other duties as assigned.


  • Undergraduate degree (Accounting or Business preferred) or equivalent combination of training and work experience.
  • Previous Accounts Receivable experience preferred.
  • Strong technical knowledge – Microsoft proficiency (Excel, Word) and knowledge of Financial systems.
  • Strong business knowledge or ability to learn quickly- including Outside Funds, Defined Benefits and Defined Contribution.
  • Strong analytical and problem solving skills.
  • Excellent relationship building skills.
  • Excellent communication skills – including verbal, written and presentation abilities.
  • Flexibility and strong time management skills required.

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