Financial and Billing Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the monthly billing cycle for all products and services.

• Generate and distribute customer invoices along with supporting details via the ERP system and customer portals.

• Verify receipt of invoices and address any delivery issues.

• Address customer queries regarding invoices and prepare necessary credit/rebill adjustments.

• Collaborate with the Accounting department for collections follow-up.

• Maintain pricing tables, billing configurations, and customer account information.

• Conduct billing quality assurance, audit reviews, data validation, reconciliation, and troubleshoot issues.

• Examine billing discrepancies and work with internal teams to implement corrections.

• Keep documentation of the billing process, controls, and the billing calendar up to date.

• Perform ad hoc analyses and generate operational and financial reports.

• Develop and maintain SQL/Python queries, views, and Databricks notebooks.

• Create and schedule Databricks SQL/Python workflows that yield invoice-ready outputs.

• Establish automated data-quality and billing validation controls.

• Maintain billing reference and mapping data accurately.

• Build and sustain Databricks and Power BI dashboards along with operational reporting.

• Document SQL logic, billing calculations, data definitions, dependencies, controls, and runbooks thoroughly.

• Implement enhancements in data, automation, reporting, and processes.

• Reconcile billed revenue with Dynamics GP and Salesforce contract information.

• Prepare journal entries and supporting schedules for revenue, deferred revenue, and accruals.

• Generate recurring month-end reports.

• Assist in the annual financial audit, budget preparation, and forecasting processes.

⛳️ Requirements

• A 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 similar role.

• Familiarity with supporting monthly billing and invoicing processes, reconciliations, and customer invoice inquiries.

• Proficient in using SQL, advanced Excel, and data platforms to analyze and validate billing data independently.

• Strong skills in SQL, including knowledge of joins, CTEs, aggregations, and window functions.

• Experience with Databricks or similar cloud data platforms, as well as reporting tools like Power BI.

• Competence in using pivot tables, XLOOKUP/INDEX-MATCH, SUMIFS, Power Query, and data reconciliation techniques.

• Understanding of billing processes, revenue recognition, accruals, deferred/unbilled revenue, and month-end closing procedures.

• Proven experience in identifying discrepancies and establishing validation controls.

• Familiarity with financial and business systems; preferred experience with Microsoft Dynamics GP/Business Central, Salesforce, and Adaptive Insights.

• High attention to detail and capability to meet recurring billing and month-end close deadlines.

• Excellent communication skills with the ability to clarify billing and financial variances to non-financial stakeholders.

• Capacity to manage confidential customer and financial data with discretion.

• Preferred experience in healthcare or health IT.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company contributions and matching.

• Paid parental leave policy.

• Tuition assistance program.

• Generous paid time off policy.

• Fully remote work environment.

• Support for professional growth.