Billing Analyst I

Overview

This role involves analyzing client special billing requirements and determining the most effective billing and invoicing setup. You will help resolve invoicing and billing issues, support customer inquiries, and collaborate with internal teams to prepare templates and special billing profiles that support invoice distribution.

Responsibilities

• Analyze client requirements for effective master data and invoicing setup; determine whether setup requires manual or systematic configuration.
• Create client profiles and instructions to guide Production on invoice special handling and distribution.
• Resolve invoicing issues.
• Prepare inter-unit/intercompany adjustments, rebates, account reconciliations, and internal reports.
• Prepare rebate calculations, create related journal entries, and prepare check requests for clients.
• Provide sales tax support by researching and resolving tax calculations, exemptions, and invoicing issues.
• Review tax certificates and provide tax guidance.
• Deliver extensive customer service to internal and external clients.
• Resolve system invoice errors.
• Investigate and resolve BIRs (Bonus Investigations Reports) or sales bonus inquiries.
• Participate in User Acceptance Testing resulting from system changes, upgrades, or enhancements.
• Identify or contribute to process improvements.
• Adhere to internal policies and procedures, internal controls, and Sarbanes-Oxley requirements.
• Handle special projects as assigned.

Requirements

• Bachelor’s degree in Business, Finance, Accounting or equivalent, relevant work experience.
• With a degree: 3+ years’ experience in a financial or accounting position with an emphasis on billing.
• Without a degree: 5+ years’ experience in a financial or accounting position with an emphasis on billing.
• Highly analytical with excellent reconciliation experience and sound accounting working knowledge.
• Prior experience in an ERP (preferably PeopleSoft Financials) and a high-volume processing environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook), 10-key, and Windows applications.
• Web billing platform experience preferred (including Ariba and Coupa, among others).
• Ability to clearly and concisely convey ideas verbally and in writing in a professional business setting.
• Highly organized, detail-oriented, service-oriented, and able to prioritize responsibilities.
• Ability to work as a team player while completing tasks independently in a coordinated environment.
• Demonstrate customer service skills and a high level of professionalism.
• Ability to grasp new concepts, including technology.

Compensation & Benefits

• Typical annual salary range: $49,000.00 - $72,000.00 (negotiable depending upon experience and location).
• Benefits may include:
  • Group health insurance benefits (medical, vision, dental)
  • FSA and HSA healthcare accounts
  • Life and accident insurance
  • Adoption and fertility assistance
  • Paid parental leave of up to 6 weeks
  • Short/long term disability
  • Paid time off for vacation, personal needs, and sick time
  • Choice Time Off (CTO): pro-rated based on hours worked per week; a new hire earns up to 17 days of CTO per calendar year
  • Up to 11 paid holidays per calendar year
  • Opportunity to contribute to a 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of contributions for eligible employees

Equal Opportunity & Background Check

• Employment is contingent upon successful completion of a background check.
• Any accommodation requests related to the application process should be directed to the employer.

Location

• For positions located in San Francisco, CA: qualified applicants with criminal histories will be considered consistent with the requirements of the San Francisco Fair Chance Ordinance.
• For positions located in Los Angeles County, CA: qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.