Billing Analyst I

Overview

The organization is seeking a Billing Analyst to support client billing and invoicing setup, troubleshoot billing issues, and provide customer service to internal and external stakeholders. This role analyzes client special billing requirements, determines the appropriate setup method (manual or systematic), and helps ensure accurate invoicing and reporting.

Responsibilities

• Analyze client requirements for effective master data and invoicing setup; determine whether manual or systematic setup is required.
• Create client profiles and instructions to guide the Production team on invoice special handling and distribution.
• Resolve invoicing issues, including system invoice errors.
• 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, including researching and resolving tax calculations, exemptions, and invoicing issues; review tax certificates and provide tax guidance.
• Provide extensive customer service as a member of the Billing Customer Service team to internal and external clients.
• Investigate and resolve BIRs (Bonus Investigations Reports) or sales bonus inquiries.
• Participate in User Acceptance Testing resulting from changes, upgrades, or enhancements to systems or technology.
• 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, or 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 required.
• Proficiency in Microsoft Office (Excel, Word, Outlook), 10-key, and Windows applications.
• 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 demonstrate problem-solving while prioritizing responsibilities.
• Ability to work as a team player and independently complete tasks in a coordinated environment.
• Ability to exhibit customer service and a high level of professionalism.
• Ability to grasp new concepts, including technology.

Preferred Qualifications

• Web billing platform experience (e.g., Ariba, Coupa, or others).

Compensation & Benefits

• Typical annual salary range: $49,000.00 - $72,000.00 (negotiable depending upon experience and location).
• 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) varies based on years of service and is prorated 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.
• 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.

Location

Location is determined based on where the role is posted; salary range may vary depending upon location.

For positions located in San Francisco, CA: the organization will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: the organization will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Information

• Employment offers are contingent upon successful completion of a background check.
• Recruiters may use AI to help with candidate evaluation.
• Equal Opportunity Employer (M/F/Disability/Veteran).