Billing Analyst

Sharpsmart Ltd; Spennymoor; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

Sharpsmart Ltd is seeking a meticulous Billing Analyst to join our finance team in a hybrid role. The successful candidate will focus on accurate billing, contract review, and resolving discrepancies while supporting revenue reporting and cash management.

The role requires strong Excel skills, attention to detail, and the ability to collaborate with operations, sales and customer service. AAT or equivalent is advantageous.

Qualifications

• Experience in billing roles or similar (Billing Analyst, Billing Coordinator).
• Strong understanding of billing processes and software applications.
• AAT qualification or equivalent would be advantageous.
• Excellent organizational and time-management abilities, with focus on deadlines.

Responsibilities

• Process and generate accurate billing to ensure invoices are sent on time.
• Review and analyse customer contracts for accurate billing per terms and pricing.
• Resolve billing discrepancies by investigating customer queries or internal issues.
• Process and approve credit notes and adjustments; ensure invoices are portal-accessible.
• Collaborate with operations, sales and customer service to ensure seamless billing.
• Prepare monthly/quarterly/ad-hoc billing and cash management reports.

Skills

Billing processes

Analytical thinking

Attention to detail

Time management

Communication

Process improvement

Education

AAT qualification

Tools

Microsoft Excel

CRM system

Billing software

Job description

We are a forward-thinking business that operates within the healthcare and waste management sectors, providing essential services to our clients while maintaining high standards of operational efficiency. We are currently looking for a meticulous and detail-orientedBilling Analystto join our finance team. This role will focus on ensuring the accuracy and efficiency of billing processes, supporting our mission to provide excellent service while maintaining strong financial performance.

This is a hybrid role with a minimum of 3 days per week from our Spennymoor office and option to work 2 days from home.

• Process and generate accurate billing ensuring invoices sent to customers on a timely basis.
• Review and analyse customer contracts to ensure accurate billing according to agreed terms and pricing structures.
• Resolve billing discrepancies by investigating and clarifying customer queries or internal issues.
• Processing and ensuring invoices sent to customers for all types of revenue as required and undertaking all checks as required. Inlcuding sub contractor billing.
• Collaborate with the operations, sales, and customer service teams to ensure seamless billing processes.
• Process (& where applicable approve) credit notes and adjustments to invoices ensuring data is correctly available for customers on portals, working collaboratively with internal teams and ensuring appropriate documentation and approvals obtained.
• Monitor and ensure compliance with company policies and relevant regulations regarding billing and documentation. Support with the preparation of monthly, quarterly, and ad-hoc billing & cash mgmt reports for management review.
• Production & development of internal reports for revenue reporting & forecasting & any other ad hoc projects as required by the business.
• Team ownership of CRM system case management for AR.
• Review current business processes and identify, recommend and implement improvements to systems to enhance billing efficiency & receipt of revenue.
• Assist with other accounting and finance functions as needed.

What are we looking for?

• Previous experience as a Billing Analyst, Billing Coordinator, or in a similar role
• Strong understanding of billing processes and software applications
• AAT qualification or equivalent would be advantageous
• High attention to detail with strong analytical and problem-solving skills
• Excellent organizational and time-management abilities, with a focus on meeting deadlines
• Strong communication skills, both written and verbal, with the ability to liaise with internal teams and external clients in a professional manner
• Proficiency in Microsoft Excel (advanced skills preferred) and other Microsoft Office applications
• Ability to work independently and handle multiple priorities in a fast-paced environment
• A proactive approach to process improvement and data accuracy
• Driving license and willingness to travel on occasion