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BPM Overview
BPM is a full-service accounting firm providing comprehensive assurance, tax, and advisory services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.
Our people-centered culture and firm motto “Because People Matter” are part of the reason we are recognized as one of the Best Places to Work in the Bay Area. We provide meaningful careers for our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Team Overview
BPM is seeking a proactive and detail-oriented professional to support our billing operations. This role is responsible for ensuring timely and accurate client invoicing, resolving billing-related inquiries, and partnering with bill managers to drive process efficiency. The ideal candidate will take ownership of their work, contribute to billing best practices, and bring a solutions-oriented mindset to continuous improvement efforts.
We Have:
• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
• A regional presence in the Bay Area, while still serving our clients nationally and internationally.
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.
You Have (Qualifications and Competencies):
- 4–6 years of billing experience in a CPA or legal bill experience (preferred).
- Understanding of billing mechanics and back-end transactions, including progress billing, clearing WIP, applying write-ups/downs, and closing progress bills.
- Familiarity with how billing transactions affect realization and other key financial metrics.
- Proven ability to manage competing priorities and meet deadlines while maintaining accuracy and attention to detail in a high-volume workflow.
- Demonstrated critical thinking skills—uses logic, asks clarifying questions, and proposes efficient solutions to complex problems.
- Strong time management skills and the ability to work independently in a self-directed manner.
- Effective written and verbal communication skills with a focus on timely and professional responses to emails, meeting invites, and team requests.
- Service-oriented with a collaborative mindset; actively looks for ways to support team members and internal clients.
- Ability to clearly explain billing complexities to senior-level professionals and partner-level staff.
- Process-driven and organized, capable of accurately handling client correspondence and billing assignments in a high-volume and fast-paced environment.
- Comfortable working in a cross-functional and global team environment, including a minimum 3-hour daily overlap with U.S.-based teams.
- Professional presence and confidence when working with client-facing staff and firm leadership.
You Will (Job Responsibilities):
- Analyze gross margin, net bill rate, and other financial metrics.
- Make strategic billing recommendations to increase profitability.
- Meet with and assist partners/bill managers monthly to review prior year metrics, discuss billing recommendations, and partner with bill managers to make billing decisions.
- Assist client service professional with WIP/AR management.
- Research/resolve customer billing/AR inquiries in a timely fashion.
- Collaborate with Billing Operations Management to develop and improve billing process.
- Participate in developing and documenting processes, procedures, and controls.
- Maintain accurate client data in the time & billing system.
- Participate in team meetings when the timing aligns with both local and international time zones, ensuring effective collaboration with colleagues across different regions.
- Effectively communicate billing initiatives to client service staff, including partners.
- Support the onboarding of new bill managers by sharing billing procedures and best practices.
- Participate in learning and development activities to strengthen knowledge of tools and processes.
- Ad hoc projects as assigned while balancing daily billing responsibilities.
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