Billing & Analytics Specialist

Autosoft DMS; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Autosoft DMS in the United States is seeking a Financial & Billing Analyst who combines meticulous billing with data analysis to support revenue processes across Salesforce, Sage, Excel and Planful. You will own recurring billing and commission calculations, and collaborate with Sales, Customer Success, and Finance to ensure accurate, timely invoicing.

The role requires strong Excel skills, experience with CRM/ERP systems, and the ability to translate financial data into clear insights for

Qualifications

• Strong analytical and problem-solving skills with high attention to detail.
• Advanced Excel skills including pivot tables, XLOOKUP, SUMIFS, and large data reconciliation.
• Experience with CRM and ERP systems, preferably Salesforce CRM and Sage 300.
• Ability to manage recurring monthly processes and meet deadlines in a dynamic environment.
• Experience in SaaS or recurring-revenue business is a plus.

Responsibilities

• Support core billing operations and analytics across Finance.
• Own monthly billing and commission calculations.
• Assist FP&A with forecasts, schedules, and reporting.
• Maintain data models and improve Salesforce CPQ and billing workflows.

Skills

Advanced Excel

Analytical skills

Billing & OTC

Salesforce CRM

Sage 300

GAAP knowledge

Data reconciliation

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Salesforce

Sage

Planful

Excel

Job description

Autosoft DMS in the United States is seeking a Financial & Billing Analyst who combines meticulous billing with data analysis to support revenue processes across Salesforce, Sage, Excel and Planful. You will own recurring billing and commission calculations, and collaborate with Sales, Customer Success, and Finance to ensure accurate, timely invoicing.

The role requires strong Excel skills, experience with CRM/ERP systems, and the ability to translate financial data into clear insights for