Billing & Accounts Receivable Analyst

F3 Design; Tampa (FL); Sur place; USD 60 000 - 65 000; Plein temps

Résumé du poste

Shield Technology Partners is seeking a Billing & Accounts Receivable Analyst to support billing and receivables across multiple portfolio companies. The role reports to a senior accounting leader and emphasizes accuracy, scalability, and automation.

The analyst will manage recurring and project-based invoicing, assist with collections and aging, validate historical data, and maintain customer records in NetSuite.

Qualifications

• 3+ years in billing/AR or related finance role.
• Experience with high-volume invoicing and resolving billing discrepancies.
• Familiar with AR aging, collections follow-up, and payment reconciliation.
• Experience with PSA/ERP/billing platforms; MSP systems preferred.
• Strong Excel/Sheets skills with detailed data handling.
• Interest in using AI and automation tools to improve processes.

Responsabilités

• Manage billing for multiple Shield portfolio companies, including recurring, project-based, hardware invoicing.
• Review billing data for accuracy, contract alignment, and timely invoicing.
• Support AR activities: aging, collections follow-up, resolving discrepancies.
• Collaborate with portfolio teams to gather inputs and ensure accurate invoices.
• Clean and improve historical billing data in PSA systems; maintain customer records in NetSuite.
• Document, standardize, and implement billing and AR best practices across entities.
• Identify opportunities to use AI, automation, and tech to reduce manual work and scale operations.
• Liaise with Accounting to ensure proper accounting treatment.
• Participate in cross-functional projects as needed.
• Maintain clear documentation and communication with internal stakeholders.

Connaissances

Billing

Accounts Receivable

Collections

Finance Operations

Excel/Sheets

Attention to Detail

Communication

AI/Automation interest

Outils

ConnectWise

Autotask

HaloPSA

Description du poste

Billing & Accounts Receivable Analyst

Department: Finance

Employment Type: Full Time

Location: Shield Technology Partners - Tampa

Compensation: $60,000 - $65,000 / year

Description

Shield is seeking a detail-oriented Billing & Accounts Receivable Analyst to support billing and receivables activities across several portfolio companies (ShieldCos). Reporting to a senior accounting leader, this hands-on role will bring strong operational ownership to billing processes while leveraging technology and AI-enabled workflow improvements.

The Billing & AR Analyst will manage recurring and project-based billing, support collections and account follow-up as needed, help clean and validate historical billing data within PSA systems, and establish consistent billing best practices. This role will liaise closely with Accounting to help ensure appropriate accounting treatment and will consistently maintain and validate customer records in NetSuite. It is well suited to someone who is comfortable working across multiple businesses, navigating imperfect data, and identifying ways to make financial processes more accurate, scalable, and efficient.

Candidates should be located within the greater Tampa area for in-person collaboration at Shield's Tampa, FL headquarters, on average 1 day per week.

Key Responsibilities

• Manage billing activities on behalf of multiple Shield portfolio companies, including recurring managed services, projects, hardware, and other client invoicing.
• Review billing data for accuracy, completeness, proper contract alignment, and timely invoice generation.
• Support accounts receivable activities, including monitoring aging, following up on outstanding balances, resolving billing discrepancies, and assisting with collections when needed.
• Partner with portfolio-company teams to gather billing inputs, clarify account details, and ensure invoices are issued accurately and on schedule.
• Clean, reconcile, and improve historical billing data within PSA and related billing systems, and consistently maintain and validate customer records in NetSuite.
• Help document, standardize, and implement billing and AR best practices across several portfolio companies.
• Identify opportunities to use AI, automation, and other technology to reduce manual work, improve data quality, and scale the billing operation.
• Liaise with Accounting to help ensure billing activity is aligned with appropriate accounting treatment.
• Participate in cross-functional projects as business needs arise.
• Maintain clear documentation, reporting, and communication with internal stakeholders and portfolio-company (ShieldCo) teams.

Skills, Knowledge & Expertise

• 3+ years of experience in billing, accounts receivable, collections, accounting operations, or a related finance role.
• Experience managing high-volume invoicing and resolving billing discrepancies.
• Familiarity with accounts receivable aging, collections follow-up, and payment reconciliation.
• Experience working in a PSA, ERP, accounting, or billing platform; experience with MSP systems such as ConnectWise, Autotask, or HaloPSA is strongly preferred.
• Strong Excel or Google Sheets skills and comfort working with detailed financial data.
• Interest in using AI and automation tools to improve processes and reduce manual effort.
• Strong attention to detail, organization, follow-through, and problem-solving skills.
• Clear, professional communication skills and the ability to work effectively with multiple teams and businesses.
• Experience in an MSP, multi-entity, private-equity-backed, or fast-growing environment is a plus.