Billing Operations Analyst (Maternity Cover)

Pleo; Lisbon (IA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Pleo card

Lunch provided or allowance

Private healthcare

25 days holiday plus public holidays

5 additional days via salary sacrifice

Mental health support via MyndUp

Paid parental leave

Job summary

Pleo is seeking a Billing Operations Analyst to join our Finance Team. You’ll review credit notes, invoicing, refunds, and SOPs, helping to drive accurate billing and smoother operations across teams.

Ideal candidates have 1+ year in finance/operations, strong Excel skills, experience with billing or ERP systems, and a proactive, curious mindset. You’ll collaborate with Finance, Sales and Engineering to improve processes and support growth.

Qualifications

• 1+ year experience in a Finance/Accounting/Operations related field
• Advanced Excel skills with formulas and pivot tables; SQL knowledge is a nice to have
• Ability to work independently to manage workload and identify opportunities
• Experience troubleshooting and addressing complex customer queries professionally
• Experience with Billing systems and ERP systems is a plus
• Proactive and curious approach to work and process improvement

Responsibilities

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

Skills

Finance experience

Advanced Excel

SQL knowledge

Independent work

Customer queries

Billing & ERP experience

Curious mindset

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

As a Billing Operations Analyst, you will:

• 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

• Reissue invoices

• 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

You’ll thrive in this role if you:

• 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 Curious

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

In your first 6 months at Pleo, you’ll:

• 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

About your application

• English first. Since it's our company language, please submit your application in English. You’ll be using it a lot if you join us.

• A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly, we only accept applications through our system—our support team can’t pass on calls or emails.

• Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don't tick every single box. We encourage people from all backgrounds and experiences to join us.

• Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format, email [e-mail]. We’ll design a process that works for you.

• Your data is safe. When you apply, we process your personal data as a data processor. For more information on how Pleo processes personal data, read our Privacy Policy here.

• Applying for multiple roles? Nothing is stopping you, and we assess every role independently. However, we do look for alignment, so make sure you can explain why your interest and experience are right for each specific role.

• Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.