* Processing and managing Billing transactions, ensuring that orders, client bills, invoices, credit memos, and receipts are accurately recorded and processed in a timely manner.
* Acting as a liaison between the team, PAs, Partners, and clients to address inquiries, resolve issues related to billing and payments, and maintain strong customer relationships.
* Assessing the creditworthiness of clients, setting credit limits, and managing the credit approval process to mitigate financial risks.
* Investigating and resolving discrepancies or disputes related to client accounts, ensuring that any issues are addressed promptly and efficiently.
* Generating and analysing financial reports related to Billing processes, such as audit reports, aging reports, cash flow forecasts, and collection reports, to provide insights and support decision-making.
* Ensuring that all Billing processes comply with relevant regulations and firm policies and maintaining accurate and complete documentation of transactions and communications.
* Identifying opportunities to streamline and improve Billing processes, implementing best practices, and working with cross-functional teams to enhance efficiency and effectiveness. Train new team members on processes, as required.