Financial & Billing Analyst

Overview

This full-time, remote, exempt Financial & Billing Analyst role supports the monthly customer billing cycle end to end—turning usage and transactional data into invoice-ready outputs. The position sits in Finance and works daily with Billing Operations, Accounting, and department leadership. In addition to executing the billing calendar, the analyst builds and maintains SQL/Python queries, Databricks workflows, validation controls, and Power BI dashboards to keep billing accurate, auditable, and repeatable.

The role also contributes to month-end journal entries, recurring revenue reporting, the annual audit, and the budget and forecast process.

Reports to the Director, Financial Planning & Analysis.

Responsibilities

Billing Operations & Data Analytics

• Assist in executing the monthly billing cycle across all products and solutions, ensuring timely processing, validation, and delivery of customer invoices and supporting reports.
• Support preparation and distribution of customer invoices and supporting detail through the ERP and customer portals; confirm receipt and resolve delivery issues.
• Serve as a point of contact for customer invoice inquiries; research questions, prepare credit/rebill adjustments, and coordinate with Accounting on collections follow-up.
• Support billing-related requests and operational tasks to maintain pricing tables, billing configurations, and customer account data.
• Support billing quality assurance activities, including audit reviews, data validation, reconciliation, and issue resolution.
• Collaborate with internal teams to investigate billing discrepancies, implement corrections, and maintain accurate financial and operational records.
• Maintain billing process documentation, controls, and the billing calendar.
• Use database queries and analytical tools for ad hoc analysis, investigation and resolution of billing discrepancies, support for customer invoice disputes and audit requests, revenue and product usage analysis, and operational/financial reporting.
• Write and maintain SQL/Python queries, views, and Databricks notebooks to analyze product usage, transactions, customer data, and monthly billing volumes by product and customer.
• Build and schedule Databricks SQL/Python workflows that transform raw usage and transactional data into invoice-ready billing outputs aligned with the monthly billing calendar.
• Develop automated data-quality and billing validation controls, including duplicate detection, missing-account checks, period-over-period variance analysis, contract and pricing validation, and exception reporting.
• Maintain billing reference and mapping data, including pricing tiers, product codes, customer hierarchies, contract effective dates, and other inputs used in billing calculations.
• Develop and maintain billing dashboards and operational reporting in Databricks and Power BI to support billing execution, reconciliation, forecasting, and revenue analysis.
• Document SQL logic, billing calculations, data definitions, dependencies, controls, and operational runbooks to ensure processes are repeatable, supportable, and audit-ready.
• Identify and implement data, automation, reporting, and process improvements across billing, budgeting, reconciliation, and financial close activities.

Month-End Close & Reporting

• Reconcile billed revenue to the ERP (Dynamics GP) and to Salesforce contract data each month; investigate and clear variances before close.
• Prepare revenue, deferred revenue, and accrual journal entries and supporting schedules for Accounting review.
• Prepare recurring month-end reports in accordance with the close calendar.
• Support the annual financial audit with billing and revenue schedules and sample documentation.
• Support the annual budget and forecast process.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 1–3 years of experience in billing operations, financial analysis, accounting, or a related function.
• Experience supporting monthly billing and invoicing cycles, reconciliations, and customer invoice inquiries.
• Experience using SQL, advanced Excel, and data platforms to independently analyze and validate billing data.
• Experience with financial and business systems; Microsoft Dynamics GP/Business Central, Salesforce, and Adaptive Insights preferred.
• Strong attention to detail and demonstrated ability to meet recurring billing and month-end close deadlines.
• Strong communication skills, including the ability to explain billing and financial variances to non-finance stakeholders.
• Ability to appropriately handle confidential customer and financial information.
• Ability to handle sensitive customer and financial information with discretion.

Preferred Qualifications

• Healthcare or health IT experience, including familiarity with health plans, providers, or payer-provider data.

Compensation & Benefits

• Pay range: 70,000 - 90,000 USD per year (Remote (United States))
• Full-time benefits include medical, dental, and vision coverage.
• 401(k) with company contributions and matching.
• Paid parental leave.
• Tuition assistance.
• Generous paid time off.

Location

Remote (United States).