Billing & Revenue Operations Analyst

Pleo; Braga; On-site; EUR 28,000 - 36,000; Full time

Benefits offered by this job

Pleo card

Lunch allowance

Private healthcare

Holiday allowance

Extra holidays via salary sacrifice

Mental health support

Parental leave

Job summary

Pleo is seeking a Billing Operations Analyst to join our Finance Team in Portugal. This role focuses on supporting billing processes, an intersection of Billing, Accounting and Automation, and helping drive the future direction of Pleo’s spend management platform.

You will collaborate with Finance, Sales and Engineering to deliver improvements. You’ll report to the Senior Billing & Revenue Manager and work with a small, dedicated team to deliver accurate billing, SOPs, and customer-focused

Qualifications

• 1+ year experience in Finance/Accounting/Operations with IFRS knowledge.
• Advanced Excel skills including formulas and pivot tables; SQL knowledge is a nice to have.
• Able to work independently to drive workload and identify opportunities.
• Experience troubleshooting complex customer queries in a timely and professional manner.
• Experience with Billing and ERP systems is a plus.

Responsibilities

• Review, approve & process credit note requests.
• Review contracts & account setup accuracy when needed.
• Answer internal billing questions in a timely & professional manner, including escalations.
• Guide GTM & other teams on billing best practices.
• Create & maintain Standard Operating Procedures (SOPs).
• Process refunds.
• Drive internal projects from concept to completion.
• Complete Month-End Close activities as required.

Skills

IFRS knowledge

Advanced Excel & pivot tables

SQL basics

Independent work

Troubleshooting customer queries

Tools

Billing systems

ERP systems

Job description

About Pleo Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses 'go beyond'.

The word 'Pleo' actually means 'more than you'd expect', and living by that mantra has been the secret to our success over the last 10 years.

Now, we're at a pivotal moment in our journey;

every move we make has a direct impact on our 40,000+ customers, our business, and our collective success.

We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can't say we've got this whole thing figured out. And frankly, that's half the fun! What we can say is that we're a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

Intro At Pleo, we're on a mission to revolutionise the way businesses manage company spending. No more outdated processes, clunky spreadsheets, or frustrating delays - we believe spend management should be seamless, empowering, and surprisingly effective for finance teams and employees alike. We're creating tools that promote autonomy, foster trust, and let businesses focus on what truly matters.

Our culture is built on transparency, collaboration, and a deep commitment to innovation - which is reflected in our spending solution. At Pleo, you'll join a passionate team shaping the future of work, all while having some fun along the way.

About The Role We're looking for a high-performing and dynamic Billing Operations Analyst to join our Finance Team at Pleo. This role is a unique opportunity to actively support the business to reach new milestones having in mind people growth and great team work. If you enjoy working at the intersection of Billing, Accounting and Automation – and want to help drive the future direction of Pleo – we'd love to hear from you.

What you'll be doing

• Review, approve & process credit note requests
• Review contracts & account setup accuracy when the need arises.
• Answer internal billing questions in a timely & professional manner, including escalations.
• Guide GTM & other teams on billing best practices
• Create & maintain Standard Operating Procedures (SOPs)
• Process refunds.
• Drive internal projects from concept to completion.
• Complete Month-End Close activities as required.

What You Bring

• Have 1+ year experience in a Finance/Accounting/Operations related field, with basic knowledge on Internal Accounting Standards (IFRS)
• Have advanced excel skills including formulas sage and analysing data via pivot tables - SQL knowledge is a nice to have
• Can work independently to drive workload and identify areas of opportunity
• Have experience troubleshooting and/or answering complex customer queries in a timely and professional manner
• Have previous experience with Billing systems and ERP systems (nice to have)
• Are proactive and curious in your way of working

Who You'll Be Working With And Reporting To

You’ll report to our Senior Billing & Revenue Manager and work closely with teams in Finance, Sales and Engineering. Our team of 3 is highly collaborative and dedicated to providing great support and improvement initiatives across the organisation.

How You'll Develop In This Role

Become a full-fledged SME on all things Billing.

Become an active contributor in any projects you are part of to ensure your expertise allows the teams to achieve objectives.

Identify or deliver a process improvement project.

Be independent on daily activities once requiring support from team members for more complex projects.

We're committed to helping you develop your career, whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in multiple areas such as Finance, Automation and multiple system usage.

Show Me The Benefits

• Your own Pleo card (no more out-of-pocket spending!)
• Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office
• Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
• We offer 25 days of holiday + your public holidays
• Option to purchase 5 additional days of holiday through a salary sacrifice
• We use MyndUp to give our employees access to free mental health and well-being support with great success so far
• Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work

Billing & Revenue Operations Analyst Socorro, Portuguese Republic, PT