Billing Analyst

Job Description

Job Description

BILLING ANALYST

SUMMARY

The Billing Analyst is responsible for managing full-cycle billing activities across multiple customer accounts in a fast-paced, high-volume environment. This position processes customer invoices, billing adjustments, credits, and account reconciliations while ensuring billing is accurate, timely, and compliant with customer contracts, internal controls, and company policies.

The Billing Analyst is expected to take ownership of assigned accounts, investigate and resolve discrepancies, maintain accurate records, and work collaboratively with Accounts Receivable, Accounts Payable, Finance, Sales, Customer Service, Operations, and peers. Success in this role requires reliability, adaptability, strong follow-through, and the ability to consistently complete a high volume of work within established deadlines.

DUTIES AND RESPONSIBILITIES

• Manages full-cycle billing activities for multiple customer accounts, including customer invoices, billing adjustments, credits, and account reconciliations.

• Reviews billing data, contracts, purchase orders, and supporting documentation for accuracy, completeness, and compliance with customer requirements and company policies.

• Maintains accurate customer account records and completes billing cycles accurately and within established timelines.

• Investigates and resolves billing discrepancies, payment issues, rejected invoices, and account variances in a timely manner.

• Researches customer billing questions and provides clear, accurate, and professional resolutions.

• Performs monthly account reconciliations and analyzes billing, payment, and account trends.

• Monitors outstanding balances and assists with collections and payment follow-up as needed.

• Collaborates with Accounts Receivable, Accounts Payable, Finance, Sales, Customer Service, and Operations to resolve billing inquiries and account issues.

• Works collaboratively with peers to answer frequently asked questions, troubleshoot billing concerns, and share knowledge across the team.

• Supports month-end and year-end close activities by completing assigned billing tasks, reconciliations, and reporting within established deadlines.

• Ensures compliance with internal controls, contractual billing requirements, financial policies, and established procedures.

• Identifies opportunities to automate, standardize, and streamline billing processes to improve accuracy and efficiency.

• Provides constructive feedback regarding process, system, and workflow changes and supports the implementation of approved improvements.

• Uses Microsoft Excel and financial or accounting systems to review and analyze large volumes of billing and payment data.

• Maintains confidentiality and exercises sound judgment when handling sensitive customer and financial information.

• Adapts to new systems, processes, responsibilities, and organizational priorities as business needs evolve.

• Participates in optional overtime opportunities, when available, to support team goals and business needs.

• Maintains reliable attendance, demonstrates consistent follow-through, and performs other duties and special projects as assigned.

QUALIFICATIONS

• High school diploma or equivalent required; an associate degree in Accounting, Finance, Business Administration, or a related field is preferred.

• Two or more years of experience in billing, Accounts Receivable, Accounts Payable, accounting, or a related financial function preferred.

• Working knowledge of full-cycle billing, Accounts Receivable, and Accounts Payable processes.

• Experience processing invoices, credits, billing adjustments, and account reconciliations.

• Experience managing a high-volume workload involving multiple customer accounts and competing deadlines.

• Experience working within a financial, accounting, billing, or ERP system required.

• An equivalent combination of education and relevant experience may be considered.

KNOWLEDGE, SKILLS AND ABILITIES

• Strong knowledge of billing principles, invoice processing, account reconciliation, and payment follow-up.

• Ability to independently manage assigned accounts, prioritize competing deadlines, and consistently complete work within established timelines.

• Strong analytical, research, and problem-solving skills with the ability to identify and resolve account discrepancies.

• High attention to detail and commitment to accurate, timely billing and documentation.

• Strong written and verbal communication skills with the ability to provide professional service to customers and internal business partners.

• Ability to work effectively both independently and collaboratively in a fast-paced, team-oriented environment.

• Ability to adapt to new systems, changing processes, shifting priorities, and evolving business needs.

• Demonstrated initiative, self-motivation, reliability, accountability, and follow-through.

• Ability to protect confidential financial and customer information and exercise sound judgment.

• Proficiency with Microsoft Excel and Microsoft Office applications; ability to analyze large volumes of billing and payment data.

CORE COMPETENCIES

Accountability and Ownership | Billing Accuracy | Analysis and Problem Solving | Organization and Prioritization | Attention to Detail | Communication | Collaboration | Adaptability | Customer Service | Confidentiality and Integrity | Initiative | Continuous Improvement

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.

• Ability to communicate effectively in person, by telephone, and through electronic communication.

• Must be able to perform the essential functions of the position with or without reasonable accommodation.