1. Primary Purpose:
The Billing & Payment Analyst ensures all sales and orders are accurately billed and paid, validates that invoices reconcile with balance sheet reports, and continuously identifies process improvement opportunities. This role delivers quality customer service to internal and external stakeholders and operates under regular supervision.
2. Primary DutiesandResponsibilities:
Process daily and weekly data files accurately and by established deadlines
Deliver timely and accurate weekly payments; proactively identify and resolve discrepancies to prevent payment issues for the external sales team
Provide exceptional customer service to stakeholders
Analyze billing and payment data to identify trends, variances, and anomalies, and clearly communicate insights and recommendations to stakeholders
Identify opportunities to apply AI and automation to streamline processes, improve accuracy, and enhance analytical capabilities
Review financial statements and perform detailed variance analysis of profit and loss reports
Support the month-end close process in collaboration with the accounting team
Review contract documents related to the compensation grid to validate that all billing and payment changes are executed accurately and on time
Collaborate with team members to resolve daily operational challenges, including managing tight and competing deadlines
Perform weekly and monthly billing reconciliations, investigate discrepancies, and work with stakeholders to resolve issues
Maintain strict confidentiality of all financial information
Other duties as assigned based on departmental needs.
Comply with all company regulations, policies, procedures, and safety rules
Demonstrate regular, reliable, and punctual attendance
Requirements
Minimum Bachelor’s degree in Finance, Business, Accounting, Math, or related field
0-2 years of related work experience
Must have proficiency in Microsoft Excel, PowerPoint and Word
Must be able to work independently and as part of a team
Strong attention to detail
Ability to plan, organize and prioritize multiple tasks and meet deadlines
Ability to maintain confidentiality as appropriate
Acts decisively to develop a sound plan, and then moves to communicate, implement and monitor it effectively
Sets high performance standards for self and others; takes ownership and accountability for completing work projects successfully
Clear and concise written and verbal communication skills
Curiosity and enthusiasm for leveraging AI tools and emerging technologies to improve workflows and drive efficiency
Salesforce experience a plus
Self-starter with high energy who takes initiative with minimal guidance
Maintains a professional and positive attitude when collaborating with individuals inside and outside the organization
Growth mindset with a strong desire to learn and develop professionally
Benefits