| Location | Houston, Texas |
Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Position Summary:
Billing Management
• Manage the end-to-end billing process for the local office.
• Develop and coordinate the billing timeline, communicate key dates and requirements, and ensure established deadlines are met.
• Coordinate invoice preparation and posting with offshore billing resources to ensure timely and accurate billing.
• Monitor billing status, work in process (WIP), realization trends, and production goals.
• Partner with partners and service line leaders to resolve billing issues, address delays, and support timely invoicing.
• Analyze billing activity and recommend actions to improve efficiency and realization.
• Collaborate with firmwide teams regarding billing applications, system issues, and firmwide processes.
• Establish and maintain billing procedures, standards, and documentation.
• Identify and implement improvements to billing workflows and processes.
Accounts Receivable Management
• Lead collection efforts and manage accounts receivable activities for the local office.
• Monitor aging reports and collection metrics to identify risks and recommend appropriate actions.
• Coordinate accounts receivable follow-up activities, including providing direction to offshore resources assisting with client communications.
• Manage complex or escalated collection matters and client payment disputes.
• Exercise independent judgment in prioritizing billing and collection activities, evaluating exceptions, resolving non-routine issues, determining appropriate escalation, and recommending or implementing operational solutions within established authority.
• Partner with partners and client service teams to develop collection strategies for delinquent accounts.
• Maintain accurate documentation of collection activities, client commitments, and payment arrangements.
• Provide leadership with regular updates on accounts receivable exposure, aging trends, and collection performance.
Payment Administration
• Own the payment application process for the local office, ensuring client payments are posted accurately and timely.
• Oversee payment application activities and resolve non-routine exceptions, discrepancies, and reconciliation issues requiring judgment or escalation.
• Coordinate with offshore resources supporting payment posting and account maintenance activities.
• Research and resolve unapplied cash, payment discrepancies, and account reconciliation issues.
• Process refunds, payment adjustments, and account corrections in accordance with firm policies.
• Monitor payment activity and recommend process improvements that enhance accuracy and efficiency.
Reporting & Financial Analysis
• Prepare and distribute reports related to billing, WIP, accounts receivable, collections, realization, and cash receipts.
• Review and analyze financial and operational data to identify trends, risks, and opportunities for improvement.
• Provide partners and leadership with meaningful insights into billing activity, aged receivables, collection progress, realization, and cash flow.
• Serve as an advisor to partners and operational leadership by interpreting billing and accounts receivable performance, identifying financial and operational risks, and recommending strategies to improve realization, collections and cash flow.
• Monitor key billing and collection metrics and recommend actions to improve financial performance.
• Support budgeting and financial planning by providing accurate billing, collections, and accounts receivable information and analysis.
• Use firm systems and reporting tools to provide leadership with timely and accurate financial information.
Client Financial Support
• Serve as the primary contact for client billing and payment inquiries.
• Resolve complex billing, invoicing, and payment issues while maintaining positive client relationships.
• Provide invoices, statements, payment histories, and other financial documentation as requested.
• Support client payment portal inquiries and issue resolution.
• Coordinate client communications related to billing, invoicing, and payments.
Operational Oversight & Process Improvement
• Own the local office’s billing, collections, accounts receivable, and payment administration processes.
• Establish and maintain procedures, documentation, and best practices that support efficient and consistent operations.
• Provide functional oversight of offshore billing and collections resources supporting local operations.
• Identify and implement process improvements that enhance efficiency, consistency, and accuracy.
• Ensure adherence to firm policies, financial controls, and operational standards.
• Partner with firm leadership, operations leadership, and firmwide teams to support system enhancements, process consistency, and operational efficiency.
• Provide leadership with recommendations and insights regarding billing performance, collection trends, operational risks, and improvement opportunities.
Required Qualifications
• Bachelor’s degree in Business, Accounting, Finance, or a related field.
• 5+ years of progressive experience in billing, collections, accounts receivable, or related financial operations.
• Experience in public accounting, professional services, legal, consulting, or a similar environment.
• Strong knowledge of billing operations, collection practices, accounts receivable management, and financial reporting.
• Experience with CCH Axcess, Aiwyn, or similar practice management and billing systems.
• Advanced Microsoft Excel skills, including data analysis and reporting.
• Strong analytical, organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities and collaborate effectively with partners, clients, offshore resources, and cross-functional teams.
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
What We Offer*:
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.