Billing & Collections Lead

Zum; Redwood City (CA); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Unlimited vacation

Free daily lunches

Impact at startup

Strong office culture

Résumé du poste

Zum in Redwood City, CA seeks a Senior Business Operations Analyst to own and optimize spreadsheet-based models for accounts receivable, invoicing accuracy, and collections tracking. You will work hands-on with data, crafting complex formulas and automation to uncover discrepancies and drive timely collections.

The role involves collaboration with Location Managers and leadership, some customer-facing interactions, and ongoing model maintenance as business needs evolve.

Qualifications

• Requires advanced spreadsheet skills with complex formulas, pivot tables, and automation.
• Strong written and verbal communication skills for cross-functional collaboration.
• High attention to detail and analytical rigor in data handling.
• Experience in financial/business operations analysis or revenue/billing operations preferred.
• Familiarity with Google Apps Script automation is a plus.

Responsabilités

• Build and maintain spreadsheet-based models powering AR aging, invoicing accuracy, and collections tracking.
• Use complex formulas, pivot tables, and automation to identify invoice discrepancies and reconcile billing errors.
• Interact with Location Managers and stakeholders to resolve billing issues.
• Collaborate with Revenue Operations to test and refine models for AR and collections.
• Maintain and update models as business needs evolve.
• Investigate discrepancies between invoiced amounts and contract/pricing data.
• Provide regular AR aging and reconciliation reports to leadership.
• Identify recurring sources of invoice error and recommend process improvements.
• Explore AI tools to improve speed and accuracy of reconciliation and modeling.

Connaissances

Advanced spreadsheets

Communication skills

Process-driven

Quantitative skills

Data analysis

Formation

Bachelor’s degree in Business/Finance/Accounting

Outils

Google Apps Script

Description du poste

• The role will report into our Revenue Operations team. This detail-oriented and highly analytical professional will build and maintain the spreadsheet-based models that power our accounts receivable and invoicing accuracy process
• The Senior Business Operations Analyst will work hands-on in the data — using complex spreadsheet formulas, pivot tables, and automation tools to identify invoice discrepancies, reconcile billing errors, and ensure accurate, timely collections
• While the core focus is on the accuracy and integrity of the underlying data, this role does involve some customer-facing interaction — including light, indirect negotiation to resolve billing discrepancies — along with regular exposure to Location Managers and leadership as part of partnering cross-functionally to resolve issues at the source
• Partner directly with the Senior Manager of Revenue Operations to build, test, and refine spreadsheet-based models that support AR aging, invoice accuracy, and collections tracking
• Own the ongoing maintenance of these models once built, ensuring they remain accurate and reliable as business needs evolve
• Use complex formulas, pivot tables, and Google Apps Script automation to streamline data processing and reduce manual work
• Investigate discrepancies between invoiced amounts and underlying contract/pricing data, applying a detail-oriented, investigative approach to root-cause each issue
• Communicate and collaborate directly with Location Managers and internal stakeholders to resolve billing discrepancies, gathering the context needed to correct and reconcile invoices
• Contribute to collections efforts throughout the AR lifecycle — not just after discrepancies are resolved — by proactively flagging at-risk accounts, surfacing potential issues early, and supporting outreach in parallel with ongoing discrepancy resolution and model maintenance
• Adapt invoice formatting and reporting to meet varying customer/district requirements
• Produce and distribute regular AR aging and reconciliation reports to Revenue Operations leadership
• Identify recurring sources of invoice error or data discrepancy and recommend process improvements to prevent recurrence
• Explore and apply AI tools with clear business logic to improve the speed and accuracy of reconciliation and modeling work

Benefits

• Medical, dental and vision benefits, including paid membership to One Medical
• Unlimited vacation policy
• Free daily catered lunches + fully stocked kitchen at HQ
• Ability to have a huge impact at an early-stage, mission-driven startup
• Fun office culture and a team you would be proud to work with

• Ability to thrive in a fast-paced, high-growth environment, managing multiple priorities and deadlines simultaneously
• Exceptional attention to detail and a genuine curiosity for finding and resolving discrepancies in data
• Advanced spreadsheet skills required — complex formulas, nested functions, and pivot tables in Excel and/or Google Sheets
• Strong written and verbal communication skills — comfortable working directly with Location Managers and cross-functional stakeholders to resolve issues
• Highly process-driven, with the discipline to build, document, and maintain repeatable workflows
• Bachelor’s degree in Business, Finance, Accounting, or a related field preferred
• Familiarity with Google Apps Script automation is a strong plus
• Strong foundational understanding of financial and accounting concepts, particularly as they relate to invoicing, billing, and accounts receivable
• 5+ years of experience in financial/business operations analysis, revenue operations, billing operations, or a related analytical role
• Comfort using AI tools to support clear, well-defined business logic and workflows
• Strong quantitative skills are required, with an emphasis on analytical rigor and attention to detail