Description

The position leads strategic initiatives to improve processes, implement technology solutions, and manage IT‑related projects that enhance efficiency and accuracy across the organization.

• Oversee the full lifecycle of invoicing, including data verification, invoice generation, and ensuring accuracy and completeness of billing information.
• Proactively identify opportunities for process improvement and lead initiatives to streamline billing workflows and enhance system functionality.
• Collaborate with IT and Finance teams to manage billing-related technology projects including ERP enhancements, integrations, and automation efforts.
• Partner with Billing Manager to lead month-end billing close procedures and reporting.
• Partner with project managers, organizational leadership, and other stakeholders to gather necessary billing information and resolve any billing-related issues efficiently.
• Conduct routine review of billing data to identify and resolve discrepancies, inconsistencies and/or errors.
• Ensure compliance with Westwood's billing policies and procedures, as well as applicable regulatory standards.
• Become subject matter expert for billing within VantagePoint (ERP system) including but not limited to reporting, project setup, transactions, etc.
• Oversee billing team members communications and offer timely guidance and support.
• Assist with Accounts Receivable inquiries and provide resolution as needed.
• Prepare and provide guidance around lien waiver process as needed.
• Demonstrate strong leadership by mentoring and developing team members, fostering a culture of accountability and continuous improvement.
• Lead cross-functional project teams for IT implementation and process organization initiatives.
• Supervise Billing staff and ensure quality/accuracy of all Biller work product.
• Deliver both one-on-one and group training to new Billers and Project Managers on billing processes/procedures.
• Coordinate and perform invoicing training for newly acquired entities.
• Design and conduct large-scale trainings for organizational groups as needed.
• Facilitate weekly billing team meetings to align priorities and address challenges.
• Provide expert guidance to the billing team and assist in resolving complex billing issues.
• Oversee team development, mentorship, performance evaluations/growth planning, and personnel decisions for assigned billing staff.
• Collaborate with IT on all billing related initiatives to enhance productivity and achieve organizational goals.
• Provide data-driven insight and foster strong relationships with internal stakeholders, including division leadership, project managers, and finance team members, to ensure effective communication and collaboration.
• Champion Westwood’s mission, vision and values, and promotes a “One Team” culture.
• Communicates clearly and concisely with all stakeholders, and effectively manages conflict while remaining calm under pressure.
• Delegates assignments effectively and determines appropriate methods and procedures to achieve team goals.

Requirements

Westwood Professional Services, Inc. is seeking a dynamic Senior Billing Associate to join our team. The Senior Billing Associate is a key member of the Finance leadership team, requiring exceptional leadership, attention to detail, strong analytical skills, and the ability to work collaboratively across functions. This role oversees a billing team, ensures accurate and timely billing, resolves discrepancies, and provides strategic guidance, while also partnering with the Billing Manager to lead process improvement and technology initiatives.

• Proven ability to manage teams effectively with 2+ years of leadership experience in a billing or finance environment.
• Experience in project management, particularly IT or ERP-related projects, with a track record of delivering successful outcomes.
• Strong analytical and problem-solving skills, with the ability to drive process improvements and implement best practices.
• Extremely organized, proactive, with the ability to manage multiple priorities with grace, and follow through on both personal and team commitments.
• Demonstrates active listening techniques and fosters mutual understanding.
• Sensitive to confidentiality and displays strong integrity when managing personnel and financial data.
• Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Ability to be open to others’ ideas and willing to compromise.
• Detail-oriented, yet capable of conceptual thinking and seeing the bigger picture.
• Able to follow general directions and guidelines for the firm’s policies, practices, and procedures.
• Experience with Deltek VantagePoint and/or other Deltek software.
• Strong management background with 3+ years experience.
• Background in accounting and/or 4+ years billing experience.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance