Billing Analyst

Peyton Resource Group; Plano (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Peyton Resource Group in Plano, TX is seeking a Billing Specialist to manage invoicing, reconcile records, and support the finance team. You will prepare final invoice packages, file invoices, identify billing improvements, and assist with audits.

The role requires a Bachelor's degree in accounting/finance/business and at least 1 year in billing/receivables, with strong Excel/Word skills and excellent organizational and communication abilities. On-site role with cross-department collaboration.

Qualifications

• Bachelor's degree in accounting, finance, or business.
• Minimum of 1 year of experience in billing and receivables.

Responsibilities

• Prepare and compile final invoice packages for all billable projects.
• Issue and file final invoices in customer master files.
• Identify opportunities to maximize customer billing and communicate findings to Finance Manager.
• Investigate unbilled issues to enhance billing efficiency.
• Maintain organized billing folders with relevant documentation.
• Collaborate with cash receipts team to reconcile cash application variances.
• Generate and distribute weekly receivables and monthly reports.
• Review weekly timesheets in coordination with the accounting team.
• Prepare balance sheet account reconciliations as directed.
• Recommend and implement improvements to the billing cycle.
• Support interim and year-end audits through research and reconciliation.
• Perform additional assignments as directed by the Finance Manager.

Skills

Excel

Organizational skills

Independent work

Communication

Analytical thinking

Time management

Interpersonal skills

Integrity

Cultural awareness

Billing knowledge

Process improvement

Education

Bachelor's Degree in Accounting, Finance, or Business

1 year billing/receivables experience

Tools

Financial software systems

Job description

EXPECTED WORK AND PERFORMANCE (ESSENTIAL FUNCTIONS)

• Prepare and compile final invoice packages for all billable projects, including necessary documentation for Finance Manager approval.
• Issue and file final invoices in customer master files.
• Identify and pursue opportunities to maximize customer billing;communicate findings to the Finance Manager.
• Investigate unbilled issues to enhance billing efficiency.
• Maintain organized billing folders with all relevant documentation (e.G., expenses, consultant invoices).
• Collaborate with the cash receipts team to reconcile cash application variances.
• Generate and distribute weekly receivables and monthly Line of Business hourly reports.
• Review weekly timesheets in coordination with the accounting team.
• Prepare balance sheet account reconciliations as directed.
• Recommend and implement improvements to the billing cycle.
• Conduct special project analyses for Project Managers and other stakeholders.
• Support interim and year-end audits through research and reconciliation.
• Perform additional assignments as directed by the Finance Manager.

QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance, or Business.
• Minimum of 1 year of experience in billing and receivables.

REQUIRED SKILLS/EXPERIENCE/KNOWLEDGE

• Intermediate to advanced proficiency in Microsoft Word and Excel.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage multiple priorities.
• Effective verbal, written, and listening communication skills.
• Strong analytical, problem-solving, and decision-making abilities.
• Time management and stress management capabilities.
• Customer service orientation and interpersonal skills.
• Ability to work collaboratively across departments and with external partners.
• High level of integrity, honesty, and trustworthiness.
• Cultural awareness and sensitivity.
• Demonstrated sound work ethic.

PREFERRED SKILLS/EXPERIENCE/KNOWLEDGE

• Experience with process improvement initiatives.
• Familiarity with financial software systems.
• Team-building and leadership potential.
• Enthusiasm for continuous improvement in business processes.