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Billing Analyst

 

 

Billing Analyst – San Mateo, CA

As a key member of our Finance Team, the Billing Analyst will be responsible for billing and customer activation operations as well as key monthly recurring assignments. This candidate will work closely with internal team members to ensure the setup of customer accounts are completed in an accurate and timely manner. Other responsibilities include maintaining/updating customer price tables to align with customer quotes. The Billing Analyst will also help streamline processes as the Company continues to grow. We are looking for someone who is flexible, adaptable to change, and has a mindset and determination to improve process and procedures.

The position and skill sets required for the successful candidate are described below and provide further insight into this important role.

Position Responsibilities

  • Support the management of customer maintenance including creating/managing customer profiles, uploading and delivering customer price updates, and creating and posting invoices
  • Become a key point of contact with Sales, Account Management, Legal, and Implementation teams about customers matters such as invoicing, product delivery, and contract status updates
  • Review and/or develop audit reports to assist in identifying billing discrepancies.
  • Attain a working knowledge of current and new billing systems and products
  • Track, evaluate, and provide guidance on customer invoice disputes
  • Assist in month-end close processes related to Revenue Reporting
  • Assist the enabling systems to support new product releases
  • Partner with Collections team to further improve our customer aged receivables
  • Willing to help and work on ad-hoc projects as necessary

Requirements

Education:

  • BA/BS in Finance, Accounting, Business or related field preferred

 

Expertise & Experience:

  • 3+ years of Billing and AR Operations experience desired
    • Software as a Service (SaaS) and/or Telecom experience is a plus
    • Ability to effectively communicate internally and externally with customers
    • High degree of computer literacy; proficiency in Microsoft Office applications – with an emphasis on Access and Excel
    • Familiarity with Salesforce, SAP by Design and Zuora is a plus
    • Solid planning and prioritization skills. Demonstrate the ability to remain flexible and change priorities as needed.
    • Detailed-oriented with excellent analytical skills for data mining (with high volume transactions)
    • Possess strong attention to detail, excellent organization skills, and ability to balance multiple tactical, operational, and strategic tasks at once.
    • Logical thinker, capable of thinking beyond current processes and the ability to assimilate new techniques
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