Centralized Billing Supervisor
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Apply now" etc. Keep only substantive info.
We need to decide which sections have content.
From posting:
- Intro: "Count on us..." etc. That's about culture, maybe "About the role"? Actually it's about firm culture. Could be "About the role" or maybe "About the firm". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put culture under "About the role". Or maybe we can have "About the role" includes description of role and firm.
- Then description of role: "Our internal firm services focus..." etc. That's about role.
- Then "The Plante Moran Centralized Billing Team Lead role will be responsible for review and monitoring..." etc. That's responsibilities.
- Then "Your role. Reporting directly to the Centralized Billing Manager..." list of duties.
- Then "The Qualifications." bullet list.
- Then "This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week." That's schedule info? Could be schedule.
- Then "What makes us different?" etc. That's about firm culture again, maybe part of About the role.
- Then "Plante Moran enjoys a “Workplace for Your Day” model..." That's about schedule/flexibility.
- Then diversity statements etc. Could be about culture.
- Then benefits: "We are pleased to offer eligible staff a robust benefits package..." details.
- Then compensation range: "The compensation range for this role in CO, IL, OH, and MA is: $75,000.00-$123,500.00". That's Pay.
- Then other paragraphs about compensation details etc. Might be part of Pay.
- Then "Under Colorado’s Job Application Fairness Act..." that's legal boilerplate, remove.
- Then "This application window is a good-faith estimate..." that's application instruction, remove.
Thus we need sections: About the role (culture + role overview), Responsibilities (list of duties), Requirements (maybe experience/education?), Qualifications (maybe same as Requirements?), Skills (maybe specific skills), Benefits, Pay, Schedule.
We need to avoid duplication. Let's parse.
Responsibilities: list of duties under "Your role." bullet points.
Requirements: maybe "Bachelor’s degree required..." etc. That's qualifications.
Qualifications: maybe same as Requirements? The posting has "The Qualifications." heading then bullet list. So we can treat that as Qualifications.
Skills: maybe "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments". Those could be Skills.
But we need to avoid thin sections. Let's decide to combine some.
We could have:
- About the role: includes culture statements, role overview, internal firm services, what makes us different, workplace model, diversity statements.
- Responsibilities: list of duties (the bullet list after "Your role.").
- Requirements: maybe "Bachelor’s degree required..." plus experience etc. Could be under Requirements.
- Qualifications: maybe we could skip if same as Requirements. But we need to follow instruction: include a section ONLY when posting has real, specific content for it. The posting has a "The Qualifications." heading with bullet list. So we should include Qualifications section with that content.
- Skills: maybe we can extract specific skills from qualifications bullet list: "Experience with a large ERP system, preferably Workday or similar software", "Working knowledge of electronic billing procedures", "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments and work as a part of a team". Those could be Skills.
- Benefits: the paragraph about benefits package.
- Pay: compensation range.
- Schedule: mention of exempt position may exceed 40-hour week, and Workplace for Your Day model flexibility.
We need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc.
Let's extract each.
About the role content:
- "Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us."
- "Our internal firm services focus on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate firm operations."
- "At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities."
- "The Plante Moran Centralized Billing Team Lead role will be responsible for review and monitoring of all invoice proposals generated by their assigned Centralized Billing team members. This role involves working closely with our Firm’s Partnership, Job Billers, and Job Managers to ensure timely and accurate invoice preparation and review, positively impacting the Firm’s net revenue and realization. This role will be expected to lead staff growth and development, including compass review sessions for new staff members, working closely with the Centralized Billing Manager and Internal Accounting (IA) Leadership."
- "What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities."
- "At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities."
- "Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day."
- "Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work."
We could combine all that into About the role.
Responsibilities: list after "Your role." bullet points:
- Managing, train, and supervise a team of billing specialists to ensure efficient and accurate invoice creation.
- Demonstrating understanding of billing and revenue components
- Reviewing and correcting invoices timely and accurately
- Taking ownership of billing procedures, addressing difficult billing matters
- Resolving any issues that may arise from invoice creation
- Managing multiple client and biller relationships
- Assisting with client account reconciliations
- Closely monitoring work in process (WIP) for timely and accurate invoice creation
- Collaborating with other departments to ensure appropriate billing activities
- Supporting data clean-up efforts in our practice management system
- Work diligently and with little guidance to produce error free work
- Communicating effectively with staff throughout all levels of the organization
We need to format as
- each.
Requirements: maybe "Bachelor’s degree required. Fields such as business administration, accountancy, or similar vocations is a plus". Also "Requires five (5) years of experience working in a high-volume, fast-paced environment". Also "Experience with a large ERP system, preferably Workday or similar software". Also "Working knowledge of electronic billing procedures". Also "Proficiency in MS Office; strong Excel skills preferred". Also "Excellent communication ability". Also "Ability to foster collaboration across departments and work as a part of a team". Also "This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week." (maybe schedule). But we can put experience/education under Requirements.
Qualifications: The posting has a heading "The Qualifications." then bullet list: Bachelor’s degree required..., Requires five (5) years..., Experience with a large ERP..., Working knowledge..., Proficiency..., Excellent communication..., Ability to foster collaboration...
Thus Qualifications and Requirements overlap. To avoid duplication, we could treat Requirements as the education/experience, and Qualifications as the skills list. But the posting lumps them together. However we need to follow instruction: include a section ONLY when posting has real, specific content for it. The posting has a "The Qualifications." heading with bullet list. So we must include Qualifications section with that content. For Requirements, we could maybe include education and experience as separate? But the posting didn't have a separate "Requirements" heading; it had bullet list under Qualifications. However we could still create a Requirements section if we have content like "Bachelor’s degree required" etc. But that would duplicate Qualifications. Better to not create Requirements if it would be duplicate. But we need to decide which sections to include. The instruction: "Prefer a few substantive sections over many thin ones." So we could combine education/experience and skills into Qualifications, and maybe not have Requirements. But we need to include sections only when posting has real, specific content for it. The posting does not have a separate "Requirements" heading; but we could still infer requirements from the text. However to avoid thin sections, maybe we skip Requirements and put everything under Qualifications. But we also need Skills section maybe. Could combine skills into Qualifications as well.
But we need to follow allowed headings; we can omit any heading if no content. So we could have About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. That's six sections.
Let's see if we have content for Skills separate: we could extract specific skills like "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments". Those are skills. But they are already in Qualifications bullet list. If we put them in Qualifications, we might not need Skills. However we could still create Skills section with those items, but that would be thin (just a few items). The instruction says prefer few substantive sections over many thin ones. So better to keep Qualifications as the substantive section containing education, experience, skills.
Thus we will have:
- About the role (culture + role overview)
- Responsibilities (list of duties)
- Qualifications (education, experience, skills)
- Benefits (benefits package)
- Pay (compensation range)
- Schedule (flexibility, exempt position may exceed 40h)
Now we need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc.
Let's extract Benefits content:
- "We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also
for prose. Do NOT repeat job title as heading. Do NOT include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Apply now" etc. Keep only substantive info. We need to decide which sections have content. From posting: - Intro: "Count on us..." etc. That's about culture, maybe "About the role"? Actually it's about firm culture. Could be "About the role" or maybe "About the firm". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put culture under "About the role". Or maybe we can have "About the role" includes description of role and firm. - Then description of role: "Our internal firm services focus..." etc. That's about role. - Then "The Plante Moran Centralized Billing Team Lead role will be responsible for review and monitoring..." etc. That's responsibilities. - Then "Your role. Reporting directly to the Centralized Billing Manager..." list of duties. - Then "The Qualifications." bullet list. - Then "This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week." That's schedule info? Could be schedule. - Then "What makes us different?" etc. That's about firm culture again, maybe part of About the role. - Then "Plante Moran enjoys a “Workplace for Your Day” model..." That's about schedule/flexibility. - Then diversity statements etc. Could be about culture. - Then benefits: "We are pleased to offer eligible staff a robust benefits package..." details. - Then compensation range: "The compensation range for this role in CO, IL, OH, and MA is: $75,000.00-$123,500.00". That's Pay. - Then other paragraphs about compensation details etc. Might be part of Pay. - Then "Under Colorado’s Job Application Fairness Act..." that's legal boilerplate, remove. - Then "This application window is a good-faith estimate..." that's application instruction, remove. Thus we need sections: About the role (culture + role overview), Responsibilities (list of duties), Requirements (maybe experience/education?), Qualifications (maybe same as Requirements?), Skills (maybe specific skills), Benefits, Pay, Schedule. We need to avoid duplication. Let's parse. Responsibilities: list of duties under "Your role." bullet points. Requirements: maybe "Bachelor’s degree required..." etc. That's qualifications. Qualifications: maybe same as Requirements? The posting has "The Qualifications." heading then bullet list. So we can treat that as Qualifications. Skills: maybe "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments". Those could be Skills. But we need to avoid thin sections. Let's decide to combine some. We could have: - About the role: includes culture statements, role overview, internal firm services, what makes us different, workplace model, diversity statements. - Responsibilities: list of duties (the bullet list after "Your role."). - Requirements: maybe "Bachelor’s degree required..." plus experience etc. Could be under Requirements. - Qualifications: maybe we could skip if same as Requirements. But we need to follow instruction: include a section ONLY when posting has real, specific content for it. The posting has a "The Qualifications." heading with bullet list. So we should include Qualifications section with that content. - Skills: maybe we can extract specific skills from qualifications bullet list: "Experience with a large ERP system, preferably Workday or similar software", "Working knowledge of electronic billing procedures", "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments and work as a part of a team". Those could be Skills. - Benefits: the paragraph about benefits package. - Pay: compensation range. - Schedule: mention of exempt position may exceed 40-hour week, and Workplace for Your Day model flexibility. We need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc. Let's extract each. About the role content: - "Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us." - "Our internal firm services focus on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate firm operations." - "At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities." - "The Plante Moran Centralized Billing Team Lead role will be responsible for review and monitoring of all invoice proposals generated by their assigned Centralized Billing team members. This role involves working closely with our Firm’s Partnership, Job Billers, and Job Managers to ensure timely and accurate invoice preparation and review, positively impacting the Firm’s net revenue and realization. This role will be expected to lead staff growth and development, including compass review sessions for new staff members, working closely with the Centralized Billing Manager and Internal Accounting (IA) Leadership." - "What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities." - "At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities." - "Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day." - "Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work." We could combine all that into About the role. Responsibilities: list after "Your role." bullet points: - Managing, train, and supervise a team of billing specialists to ensure efficient and accurate invoice creation. - Demonstrating understanding of billing and revenue components - Reviewing and correcting invoices timely and accurately - Taking ownership of billing procedures, addressing difficult billing matters - Resolving any issues that may arise from invoice creation - Managing multiple client and biller relationships - Assisting with client account reconciliations - Closely monitoring work in process (WIP) for timely and accurate invoice creation - Collaborating with other departments to ensure appropriate billing activities - Supporting data clean-up efforts in our practice management system - Work diligently and with little guidance to produce error free work - Communicating effectively with staff throughout all levels of the organization We need to format as
- each. Requirements: maybe "Bachelor’s degree required. Fields such as business administration, accountancy, or similar vocations is a plus". Also "Requires five (5) years of experience working in a high-volume, fast-paced environment". Also "Experience with a large ERP system, preferably Workday or similar software". Also "Working knowledge of electronic billing procedures". Also "Proficiency in MS Office; strong Excel skills preferred". Also "Excellent communication ability". Also "Ability to foster collaboration across departments and work as a part of a team". Also "This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week." (maybe schedule). But we can put experience/education under Requirements. Qualifications: The posting has a heading "The Qualifications." then bullet list: Bachelor’s degree required..., Requires five (5) years..., Experience with a large ERP..., Working knowledge..., Proficiency..., Excellent communication..., Ability to foster collaboration... Thus Qualifications and Requirements overlap. To avoid duplication, we could treat Requirements as the education/experience, and Qualifications as the skills list. But the posting lumps them together. However we need to follow instruction: include a section ONLY when posting has real, specific content for it. The posting has a "The Qualifications." heading with bullet list. So we must include Qualifications section with that content. For Requirements, we could maybe include education and experience as separate? But the posting didn't have a separate "Requirements" heading; it had bullet list under Qualifications. However we could still create a Requirements section if we have content like "Bachelor’s degree required" etc. But that would duplicate Qualifications. Better to not create Requirements if it would be duplicate. But we need to decide which sections to include. The instruction: "Prefer a few substantive sections over many thin ones." So we could combine education/experience and skills into Qualifications, and maybe not have Requirements. But we need to include sections only when posting has real, specific content for it. The posting does not have a separate "Requirements" heading; but we could still infer requirements from the text. However to avoid thin sections, maybe we skip Requirements and put everything under Qualifications. But we also need Skills section maybe. Could combine skills into Qualifications as well. But we need to follow allowed headings; we can omit any heading if no content. So we could have About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. That's six sections. Let's see if we have content for Skills separate: we could extract specific skills like "Proficiency in MS Office; strong Excel skills preferred", "Excellent communication ability", "Ability to foster collaboration across departments". Those are skills. But they are already in Qualifications bullet list. If we put them in Qualifications, we might not need Skills. However we could still create Skills section with those items, but that would be thin (just a few items). The instruction says prefer few substantive sections over many thin ones. So better to keep Qualifications as the substantive section containing education, experience, skills. Thus we will have: - About the role (culture + role overview) - Responsibilities (list of duties) - Qualifications (education, experience, skills) - Benefits (benefits package) - Pay (compensation range) - Schedule (flexibility, exempt position may exceed 40h) Now we need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc. Let's extract Benefits content: - "We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also